《大行報告》野村上調友邦(01299.HK)目標價至93.37元 評級「中性」
野村發表報告表示,友邦保險(01299.HK)上半年業績勝預期,若按實質匯率計新業務價值按年增29%,相等於第二季增34%,當中由東亞市場復甦帶動。
該行指,友邦旗下東南亞市場見強勁復甦,佔上半年新業務價值增長33%,料下半年增長復甦速度會放慢,因疫情的不確定性增;中國內地業務亦見增長24%,料今年新業務價值可錄27%增長,未來五年年複合增長率可有30%;香港地區上半年新業務價值按年增2.3%,仍較疫情前低67%,遜預期,料需通關才可有復甦加快的情況。
野村升友邦今年新業務價值預期1.9%,料2021至2023年分別增24%、27%及26%,維持「中性」評級,微升目標價,由93.29元升至93.37元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.