《大行報告》瑞銀上調友邦(01299.HK)目標價至105元 料明年可強勁復蘇
瑞銀發表報告表示,重申對友邦保險(01299.HK)「買入」評級,上調對其目標價由83港元升至105港元,此按綜合方式作估值,反映上調對其2021年至2024年新業務價值預測最多6%。該行上調友邦2021年及2021年每股攤薄盈利預測均3%,分別至0.6美元及0.66美元。
瑞銀料友邦明年可能是強勁復甦的一年,指友邦仍是該行保險業務的首選,料公司可從新冠疫情的影響中恢復,特別是香港離岸業務;第二是友邦中國內地業務的地域擴張和產品結構多元化。
該行預測友邦於2021年新業務價值按年增長36%、料其2022年至2024年新業務價值按年增長介乎23至27%。
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