野村:上調友邦(1299.HK)目標價至85.81港元 維持“中性”評級
野村發表報告表示,下調友邦保險(01299.HK)今年全年新業務價值增長預測,自12%增幅下調至11%。其中香港新業務價值料倒退6%,對比早前預測跌4%,主要受近期社會事件及行業競爭轉趨激烈影響。該行估計友邦旗下中國新業務價值增幅亦自35%下調至33%。2020年至2021年新業務價值增長預測則維持。
該行指,基於估值基準自今年盈測過渡至明年盈測,該行上調友邦目標價,自75.72港元上調至85.81港元,維持“中性”評級。

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