《大行報告》友邦(01299.HK)投資評級及目標價(表)
券商摩根士丹利及瑞信均預料友邦保險(01299.HK)將於下周一(9日)開市前公布今年第三季新業務摘要,受到新冠疫情及本港離岸業務持續疲弱拖累,本網綜合5間券商預測,按固定匯率(CER)計,友邦今年第三季錄得新業務價值介乎6.66億美元至7.4億美元,較2019年同期9.8億美元,按年下跌25%至32%,中位數7億美元按年跌29%。
券商指將投資者關注香港業務復蘇步伐、會否受到新冠疫情反覆波及,並留意公司在內地業務的拓展及增長表現,就友邦早前宣布友邦中國獲中銀保監批准在四川籌建分公司,市場亦會關注友邦中國最新在內地業務拓展計劃及指引等
下表列出15間券商對其評級及目標價:
券商│投資評級│目標價(港元)
摩根大通│增持│94元
星展│買入│92元
瑞信│跑贏大市│90元
華泰金控│買入│90元
國泰君安証券│買入│88.1元
匯豐環球研究│買入│87元
摩根士丹利│增持│87元
海通國際│跑贏大市│85.81元
高盛│買入(「確信買入」名單)│85元
花旗│買入│84元
瑞銀│買入│83元
法巴│持有│82元
美銀證券│買入│81.85元
野村│中性│81.22元
里昂│跑輸大市│76元
(ta/w)
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