牛熊异动 | 友邦保险牛证涨近50%
港股友邦保险开盘后迅速逼近历史高点,最新报102.20港元,涨幅1.49%,友邦瑞信一九牛D涨近50%。
近日星展发布研究报告,重申友邦保险“买入”评级,将其目标价由92港元调升30.4%至120港元,表示重新审视友邦来自内地业务长期对新业务价值所带来的贡献。该行表示,美国十年期国债收益率近期重上1厘水平,相信对友邦长线前景有正面催化的作用。并相信,友邦已为扩展内地业务做好准备,估计至2030年公司业务目标是扩展至内地12个新省份,估计相关市场规模是较目前大4倍,预计可提供巨大机遇。
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