《大行报告》友邦(01299.HK)投资评级及目标价(表)
券商摩根士丹利及瑞信均预料友邦保险(01299.HK)将於下周一(9日)开市前公布今年第三季新业务摘要,受到新冠疫情及本港离岸业务持续疲弱拖累,本网综合5间券商预测,按固定汇率(CER)计,友邦今年第三季录得新业务价值介乎6.66亿美元至7.4亿美元,较2019年同期9.8亿美元,按年下跌25%至32%,中位数7亿美元按年跌29%。
券商指将投资者关注香港业务复苏步伐、会否受到新冠疫情反覆波及,并留意公司在内地业务的拓展及增长表现,就友邦早前宣布友邦中国获中银保监批准在四川筹建分公司,市场亦会关注友邦中国最新在内地业务拓展计划及指引等
下表列出15间券商对其评级及目标价:
券商│投资评级│目标价(港元)
摩根大通│增持│94元
星展│买入│92元
瑞信│跑赢大市│90元
华泰金控│买入│90元
国泰君安证券│买入│88.1元
汇丰环球研究│买入│87元
摩根士丹利│增持│87元
海通国际│跑赢大市│85.81元
高盛│买入(「确信买入」名单)│85元
花旗│买入│84元
瑞银│买入│83元
法巴│持有│82元
美银证券│买入│81.85元
野村│中性│81.22元
里昂│跑输大市│76元
(ta/w)
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