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《大行報告》瑞銀上調友邦(01299.HK)目標價至88元 評級「買入」
阿思達克 06-22 10:22
友邦保險(01299.HK)上海分公司獲批改建為友邦全資持股壽險子公司,瑞銀發表報告指,相信可釋除近期地緣政治會否影響友邦於內地發展的憂慮,相信友邦可藉此進一步開拓內地業務,釋放增長價值。報告指,友邦以保障型產品為主、高端代理及資產負債穩健之業務模式,將繼續跑贏同業及可有效捕捉內地保障型產品的發展機遇。

該行料友邦每年可擴張其內地業務至一至兩個省份,現時於其有業務省份之市佔率達2%至6%,相信內地市場可為其提供長期增長機遇,上調友邦目標價自83元升至88元,評級維持「買入」。

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