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《大行报告》高盛上调友邦(01299.HK)目标价至85元 料内地新业务价值下半年可升7%
阿思达克 10-05 09:39
高盛发表报告表示,调整对友邦保险(01299.HK)预测及对其今年上半年新业务价值预测持审慎态度,但相信公司旗下内地业务将可持续改善,料友邦中国於今年下半年新业务价值可按年增长7%,有望抵销来自本港及亚太区市场疲弱的影响,可成市场焦点,但料友邦下半年旗下本港新业务价值按年跌64%。

该行指,重申对友邦「买入」投资评级及「确信买入」名单,上调对其目标价由原来83元升至85元,此相当於预测明年股价对内含价值的1.9倍及每股营运盈利预测的21倍,此为反映上调对友邦2021财年及2022财年新业务价值预测各2%及9%。

高盛表示,调高对友邦2020财年纯利预测36%,反映今年上半年业绩优预期但下调对2020年至2022年派息预测各5%、9%及13%,料公司会在派息上采较审慎立场。

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