《大行报告》友邦(01299.HK)投资评级及目标价(表)(更新)
友邦保险(01299.HK)将於本周五(12日)公布去年业绩,由於新冠疫情在全球大流行,冲击公司在亚太区各地业务,特别是部份东盟地区市场如马来西亚及新加坡,兼且内地业务於去年第四季期内需准备今年首季「开门红」业务,本网综合12间券商预期,友邦2020年新业务价值介乎25.94亿美元至31.34亿美元,较2019年新业务价值41.54亿美元,按年下跌介乎24.6%至37.6%,中位数为28.2亿元按年跌近32%。
综合13间券商预期友邦2020年纯利介乎45亿美元至63.57亿美元,较2019年新业务价值66.48亿美元,按年下跌介乎4.4%至32.3%,中位数53.69亿美元,按年下滑19.2%。市场关注友邦今年营运指引,在内地业务趋势,并留意内地若进一步放宽资本管制,以及大湾区金融市场互联互通,或可为友邦带来新分销渠道。
本网综合19间券商列出对其投资评级及目标价:
券商|评级|目标价(港元)
大和|买入|125元
安信证券|买入|123元
广发证券|买入|122.12元
星展|买入|120元
中金|跑赢行业|120元
瑞信|跑赢大市|120元
高盛|买入(「确信买入」名单)|116元
花旗|买入|116元
中银国际|买入|116元
瑞银|买入|115元
瑞穗|买入|101.1元
中信建投证券|买入|98.6元
海通国际|跑赢大市|98.08元
国泰君安证券|买入|94.85元
野村|中性|94.17元
汇丰环球研究|持有|94元
里昂|跑赢大市|93.4元
摩根士丹利|增持|89元
麦格理|中性|79元
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