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《大行報告》高盛上調友邦(01299.HK)目標價至85元 料內地新業務價值下半年可升7%
阿思達克 10-05 09:39
高盛發表報告表示,調整對友邦保險(01299.HK)預測及對其今年上半年新業務價值預測持審慎態度,但相信公司旗下內地業務將可持續改善,料友邦中國於今年下半年新業務價值可按年增長7%,有望抵銷來自本港及亞太區市場疲弱的影響,可成市場焦點,但料友邦下半年旗下本港新業務價值按年跌64%。

該行指,重申對友邦「買入」投資評級及「確信買入」名單,上調對其目標價由原來83元升至85元,此相當於預測明年股價對內含價值的1.9倍及每股營運盈利預測的21倍,此為反映上調對友邦2021財年及2022財年新業務價值預測各2%及9%。

高盛表示,調高對友邦2020財年純利預測36%,反映今年上半年業績優預期但下調對2020年至2022年派息預測各5%、9%及13%,料公司會在派息上採較審慎立場。

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