《大行報告》友邦(01299.HK)投資評級及目標價(表)
友邦保險(01299.HK)將於下周五(12日)公布去年業績,由於新冠疫情在全球大流行,衝擊公司在亞太區各地業務,特別是部份東盟地區市場如馬來西亞及新加坡,兼且內地業務於去年第四季期內需準備今年首季「開門紅」業務,本網綜合11間券商預期,其新業務價值介乎25.94億美元至31.34億美元,較2019年新業務價值41.54億美元,按年下跌介乎24.6%至37.6%,中位數為28.28億元按年跌近32%。
綜合12間券商預期友邦2020年純利介乎45億美元至63.57億美元,較2019年新業務價值66.48億美元,按年下跌介乎4.4%至32.3%,中位數53.65億美元,按年下滑19.3%。市場關注友邦今年營運指引,在內地業務趨勢,並留意內地若進一步放寬資本管制,以及大灣區金融市場互聯互通,或可為友邦帶來新分銷渠道。
本網綜合19間券商列出對其投資評級及目標價:
券商|評級|目標價(港元)
大和|買入|125元
安信証券|買入|123元
廣發証券|買入|122.12元
星展|買入|120元
中金|跑贏行業|120元
瑞信|跑贏大市|120元
高盛|買入(「確信買入」名單)|116元
花旗|買入|116元
中銀國際|買入|116元
瑞銀|買入|115元
瑞穗|買入|101.1元
中信建投証券|買入|98.6元
海通國際|跑贏大市|98.08元
國泰君安証券|買入|94.85元
野村|中性|80.68元->94.17元
匯豐環球研究|持有|94元
里昂|跑贏大市|93.4元
摩根士丹利|增持|89元
麥格理|中性|79元
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