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《大行報告》匯豐研究下調友邦(01299.HK)評級至「持有」 上調目標價至94元
阿思達克 11-24 14:25
匯豐環球研究發表報告表示,看好友邦(01299.HK)的策略、市場定位、往績表現以及對其關鍵指標有可觀增長的預期。

至於投資者對友邦旗下內地業務發展有較高期望,該行指其內地業務之利潤率及回報均高於集團平均水平,且料該部分新業務價值將持續高於整體水平,估計以新業務價值計,內地業務佔整體比重將由2019年之26%,至2022年升至39%,內地業務在總體內涵價值佔比亦可由2019年的17%,至2022年升至20%。

匯豐環球研究指,因友邦現估值(相當今年股價對內含價值2.2倍、市盈率19.1倍)已大致反映其增長預期,故將友邦由「買入」降至「持有」,但將目標價則由87元升至94元。

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