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《大行报告》友邦(01299.HK)投资评级及目标价(表)(更新)
阿思达克 05-11 11:57
花旗、高盛、瑞信等券商料友邦保险(01299.HK)将於本周五(14日)公布今年首季业绩,券商料虽然新冠疫情在亚太区内持续蔓延,但由於中国内地已较早地控制新冠疫情,受惠於内地业务表现,本网综合8间券商料友邦(01299.HK)2021年首季新业务价值(实质汇率计(AER))介乎9.672亿美元至10.26亿美元,较2020年首季8.41亿美元,按年增15%至22%;中位数为9.8亿美元,按年升16.5%。

天风证券上周报告指,友邦旗下内地业务新业务价值,於去年已占集团总体的35%,指其在内地的经营区域拓展和差异化的发展策略将是投资者关注点,特别是友邦人寿在内地其他省份的申请能否获批、及香港与内地通关进展等;大和料友邦旗下内地业务已成集团季内新业务价值最大贡献地区,料天津和河北省石家庄分部於今年起可提供贡献,并关注其在内地保险代理人数指引。

本网综合18间券商列出对友邦的投资评级及目标价:

券商│投资评级│目标价(港元)

摩根士丹利│增持│130元

大和│买入│128元

摩根大通│增持│125元

瑞信│跑嬴大市│120元

中金│跑嬴行业│120元

银河-联昌证券│收集│120元

高盛│买入(「确信买入」名单)│116元

花旗│买入│116元

国信证券│买入│117元

瑞银│买入│115元

华泰证券│买入│115元

国泰君安证券│买入│114.43元

里昂│跑嬴大市│93.4->112元

中信证券│增持│110.8元

安信证券│买入│109元

申万宏源│增持│107.5元

法巴│持有│95元

汇丰环球研究│持有│94元

(ta/w)

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