《大行报告》大和升友邦(01299.HK)目标价至128元 料首季内地新业务价值增长领先同业
友邦保险(01299.HK)将公布今年首季业绩,大和发表报告指,料友邦首季新业务价值按实际汇率(AER)计按年增长15%,按固定汇率(CER)计则增长9%,後者较今年首两月的15%增速放缓。
该行料友邦中国业务的增长将跑赢同业,料首季新业务价值按年增长30%,增幅高於中国平安(02318.HK)的15%。
大和表示,中国内地市场将续为友邦最大新业务价值贡献市场,估计友邦旗下香港新业务价值料受低基数影响,可录得双位数增长。该行重申对友邦「买入」投资评级,上调对其2021年至2023年盈利预测各0.6%、2.3%及5.3%,目标价自125元上调至128元。
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