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《大行报告》友邦(01299.HK)投资评级及目标价(表)
阿思达克 08-17 16:24
友邦保险(01299.HK)将於本周四(20日)公布截至今年6月底止中期业绩,受新冠疫情在全球蔓延拖累,令旗下亚太区包括本港市场、内地访港旅客投保业务(MCV)受到冲击,本网综合9间券商预期,友邦今年上半年新业务价值介乎14.9亿美元至16.04亿美元,较上年同期22.75亿美元,按年倒退29.5%至34.5%,中位数15.87亿美元,按年跌30.2%。

券商料友邦业绩主要受香港业务影响,基於内地游客赴港受限、香港因疫情持未有放宽管控措施,关注管理层最新营运指引,包括本港、内地及东盟市场等,及关注美元汇价走弱、所持债券收益率下滑等影响。

综合15间券商,列出对友邦的投资评级及目标价:

券商│评级│目标价(港元)

大和│买入│100元

摩根大通│增持│96元

中金│跑赢行业│95元

海通国际│跑赢大市│91.2元

华泰金控│买入│90元

国泰君安证券│买入│88.05元

瑞银│买入│86元

花旗│买入│84元

银河-联昌│收集│84元

高盛│买入(「确信买入」名单)│83元

美银证券│买入│82.5元

申万宏源│跑赢大市│82.3元

瑞信│跑赢大市│82元

摩根士丹利│增持│78元

里昂│跑输大市│76元

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