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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 08-17 16:24
友邦保險(01299.HK)將於本周四(20日)公布截至今年6月底止中期業績,受新冠疫情在全球蔓延拖累,令旗下亞太區包括本港市場、內地訪港旅客投保業務(MCV)受到衝擊,本網綜合9間券商預期,友邦今年上半年新業務價值介乎14.9億美元至16.04億美元,較上年同期22.75億美元,按年倒退29.5%至34.5%,中位數15.87億美元,按年跌30.2%。

券商料友邦業績主要受香港業務影響,基於內地遊客赴港受限、香港因疫情持未有放寬管控措施,關注管理層最新營運指引,包括本港、內地及東盟市場等,及關注美元匯價走弱、所持債券收益率下滑等影響。

綜合15間券商,列出對友邦的投資評級及目標價:

券商│評級│目標價(港元)

大和│買入│100元

摩根大通│增持│96元

中金│跑贏行業│95元

海通國際│跑贏大市│91.2元

華泰金控│買入│90元

國泰君安証券│買入│88.05元

瑞銀│買入│86元

花旗│買入│84元

銀河-聯昌│收集│84元

高盛│買入(「確信買入」名單)│83元

美銀證券│買入│82.5元

申萬宏源│跑贏大市│82.3元

瑞信│跑贏大市│82元

摩根士丹利│增持│78元

里昂│跑輸大市│76元

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