《大行报告》大摩指未来60天友邦股价会上升 目标价85元
大摩发表研究报告,相信友邦(01299.HK)股价会於未来60天上升,机率有60-70%,目标价85元,评级「增持」。
该行指,公司股价近日捱沽,令短期估值吸引,虽然公司短期受疫情影响,但相信基本面仍然健康,市场下调公司估值主因中国游客减少,即使下半年香港社会动荡再现,相信亦不需进一步下调。
该行预期,公司下半年会恢复正常,当中不单依赖内地客,主要催化剂包括上半年的业绩指引、内地再有更多省份开放、大湾区的进一步融合。
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