《大行報告》高盛重申友邦(01299.HK)確信買入 目標價91元不變
高盛發表研究報告指友邦保險(01299.HK)受惠中國及其他市場業務強勁增長,及香港表現具韌性,去年新業務價值錄41.54億美元,以固定匯率計按年升6%,大致符合該行及市場預期。撇除香港,新業務價值按年增16%。
整體而言,報告指友邦去年業務強勁,未顯示受到債券收益率下滑帶來重大影響。不過,高盛稱,考慮中國內地及香港具挑戰環境的銷售展望,債券收益率下滑料成為友邦今年一個重要主題。高盛重申友邦「買入」評級,並列入「確信買入」名單,目標價91元不變。
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