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《大行報告》野村下調友邦(01299.HK)目標價至92.78元 評級「中性」
阿思達克 11-03 10:19
野村發表研究報告,將友邦(01299.HK)2021財年的新業務價值下調3.6%,新業務價值按年增長由上半年24%,放緩至第三季約9%,主要由於Delta變種病毒影響公司主要業務市場包括中國及東盟國家,而香港及印度疫情於第三季改善,加上基數較低,估計新業務價值增長達雙位數。 該行預期,在第二波Delta變種病毒的打擊下,公司第三季中國市場新業務價值增長放緩,甚至可能出現負數,料全年則增長17%。另估計東南亞業務第三季的新業務價值基本按年持平,下半年錄單位數增長,全年預測增長預測由33%下調至28%。 此外,該行對友邦的目標價,由93.37元下調至92.78元,2021及2022財年的新業務價值預測,增長分別由24及27%,下調至19及25%,維持「中性」評級。
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