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《大行報告》友邦(01299.HK)投資評級及目標價(表)
阿思達克 03-05 15:35
友邦(01299.HK)將於下周四(12日)公布截至去年12月31日止年度的全年業績,受惠2019年上半年旗下本港及中國內地業務強勁所推動,各主要財務指標取得雙位數字增長,但下半年受本港社會事件影響內地客投保意欲,本網綜合12間券商預期友邦去年新業務價值介乎41.95億美元至44.13億美元,較2018年同期39.55億美元,以實質匯率(AER)計按年升6.1%至11.6%,中位數為43億美元,按年升8.7%。綜合10間券商指,預期友邦受惠投資回報按年大幅改善(2018年因有關股權及房地產投資回報的短期波動的相關虧損錄20.63億美元),料2019年純利介乎56.37億美元至70.63億美元,較2018年同期25.97億美元,按年升1.17倍至1.75倍,中位數為62.72億美元,按年升1.42倍。市場關注疫情對友邦各地區業務、投資回報等潛在影響。下表列出16間券商對其評級及目標價(港元):券商│投資評級│目標價(港元)星展唯高達│買入│102元交銀國際│買入│100元海通國際│買入│99.7元大和│買入│96元匯豐環球研究│買入│96元銀河-聯昌證券│收集│96元中金│跑贏行業│95元高盛│買入(「確信買入」名單)│91元中信証券│增持│90.9元花旗│買入│90元法巴│持有│90元瑞銀│買入│90元麥格理│跑贏大市│89元美銀證券│中性│89元野村│中性│85.81元里昂│跑輸大市│77元(ta/w)~
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