《大行報告》大和升友邦(01299.HK)目標價至97元 重申為行業首選
大和近日發表報告表示,重申對友邦保險(01299.HK)「買入」投資評級,為該行的行業首選股,同時上調其目標價,由95元升至97元,此按綜合方式作估值,並反映對其估值預測作延伸,料公司短期會受香港業務影響,但仍具長期增長結構性因素。
該行指,友邦旗下第三季香港地區新業務價值受到內地訪客下降所影響,據該行了解,公司在港旗下內地訪客保單與來港旅客趨勢大致相近。
至於內地業務方面,大和指雖然競爭持續上升、內地危疾產品面臨廣泛性減價,但友邦在內地大致保持定價紀律。
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