《大行报告》友邦(01299.HK)投资评级及目标价(表)(更新)
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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