牛熊異動 | 友邦保險牛證漲近50%
港股友邦保險開盤後迅速逼近歷史高點,最新報102.20港元,漲幅1.49%,友邦瑞信一九牛D漲近50%。
近日星展發佈研究報告,重申友邦保險“買入”評級,將其目標價由92港元調升30.4%至120港元,表示重新審視友邦來自內地業務長期對新業務價值所帶來的貢獻。該行表示,美國十年期國債收益率近期重上1釐水平,相信對友邦長線前景有正面催化的作用。並相信,友邦已爲擴展內地業務做好準備,估計至2030年公司業務目標是擴展至內地12個新省份,估計相關市場規模是較目前大4倍,預計可提供巨大機遇。
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