《大行报告》大和上调友邦(01299.HK)目标价至132元 评级「买入」
大和发表报告指,友邦保险(01299.HK)首季来自内地市场的新业务价值增长强劲,主要由於新业务利润率按年提升,相信友邦於内地及香港市场的竞争优势将持续,内地市场虽将继续受需求疲弱影响,但相信表现将好於同业;至於香港市场,自次季开始包括内地访客的高基数效应将消除。基於新业务价值强劲增长,目标价自128元上调至132元,重申友邦为行业首选股,并吁投资者将核心持仓由中国平安(02318.HK)转为友邦,维持予友邦「买入」评级。
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