《大行報告》友邦(01299.HK)投資評級及目標價(表)
券商預計友邦(01299.HK)將於8月17日(周二)公布截至今年6月底止中期業績,由於預期今年第二季中國內地新業務價值增長有所回落,受到重疾定義切換提前兌現部份需求以及代理人團隊對新產品的銷售尚未完全適應,本網綜合6間券商預測,按實質匯率(AER)計,友邦2021年中期新業務價值料介乎16.69億至17.19億美元,較2020年中期新業務價值14.1億美元,按年上升18.4%至21.9%;中位數16.94億美元,按年上升20.1%。
投資者關注新冠疫情發展對友邦各地業務的最新影響及策略指引,留意友邦代理人在內地適應新重疾產品銷售的情況等。
下表列出21間券商對其評級及目標價:
券商│投資評級│目標價(元)
大和│買入│135元
摩根士丹利│增持│130元
摩根大通│增持│127元
銀河-聯昌│收集│127元
星展│買入│125元
瑞信│跑贏大市│120元
中金│跑贏行業│120元
交銀國際│買入│120元
海通國際│跑贏大市│118.44元
瑞銀│買入│118元
國泰君安│買入│117.21元
瑞穗│買入│116.6元
高盛│買入(確信買入名單)│116元
花旗│買入│116元
華泰金控│買入│115元
里昂│跑贏大市│112元
美銀證券│買入│109.4元
申萬宏源│增持│107元
法巴│持有│107元
匯豐環球研究│持有│95元
野村│中性│93.29元
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