《大行報告》友邦保險(01299.HK)投資評級及目標價(表)(更新)
高盛及瑞信料友邦保險(01299.HK)將於11月12日(周五)公布今年第三季新業務摘要,市場估計由於新冠疫情反覆,令內地訪客旅遊限制,而公司旗下東盟市場亦受疫情拖累,本網綜合6間券商預期友邦2021年第三季新業務價值(實質匯率(AER)計)介乎7.275億美元至7.695億美元,較2020年同期的7.06億元,按年上升3%至9%;中位數7.51億美元,按年升6.4%。
市場將關注友邦旗下內地業務的新業務價值表現,包括代理會否銷售更保障性品,以支持更高的新業務價值毛利率等。高盛指關注友邦在內地地區屬高毛利率的危疾保險產品需求,因從內險企業數據顯示相關需求疲弱、及留意公司在東盟地區業務復甦的步伐。
本網綜合16間券商列出對其投資評級及目標價:
券商|評級|目標價(港元)
大和|買入|140元
國信証券|買入|130元
銀河-聯昌|收集|128元
國泰君安証券|買入|123元
廣發証券|買入|121.59元
瑞穗|增持|116.6元
瑞信|跑贏大市|116元
高盛|買入(「確信買入」名單)|113元->110元
摩根大通|增持|110元
美銀證券|買入|109.4元
安信証券|買入|109元
法巴|持有|107元
申萬宏源|增持|107元
匯豐環球研究|持有|96元
野村|中性|93.37元->92.78元
麥格理|中性|85元
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