《大行報告》友邦(01299.HK)投資評級及目標價(表)(更新)
友邦(01299.HK)將於本周四(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,但下半年受本港社會事件影響內地客投保意欲,綜合14間券商指,料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42.85億美元,按年升8.3%。綜合12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),預期友邦受惠投資回報按年大幅改善,2019年純利介乎55.19億美元至70.63億美元,較2018年同期25.97億美元,按年升1.13倍至1.75倍;中位數為64.27億美元,按年升1.47倍。市場關注疫情對友邦各地區業務、投資回報、近日美債息低企等潛在影響。下表列出17間券商對其評級及目標價(港元):券商│投資評級│目標價(港元)摩根大通│增持│103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->88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->76元
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