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《大行報告》友邦(01299.HK)投資評級及目標價(表)
多間券商(包括摩根士丹利、高盛及瑞銀等)發表報告均料友邦保險(01299.HK)將於下週五(29日)開市前公佈今年首季新業務摘要,受累於本港第五波疫情、東盟國家貨幣兌美元按年貶值等因素影響下,本網綜合9間券商預測,友邦2022年首季新業務價值介乎8.21億美元至9.38億美元,較2021年首季新業務價值10.52億美元計,按年下跌10.8%至22%;中位數爲8.39億美元,按年跌20%。 投資者將關注新冠疫情反覆對友邦短期業務的影響,包括內地及東南亞市場保險銷售活動會面臨壓力,聚焦管理層最新指引。 下表列出17間券商予其評級及目標價: 券商│投資評級│目標價(港元) 大和│買入│142元 星展│買入│127元 摩根士丹利│增持│124元 華泰證券│買入│120元 瑞銀│買入│110元 中金│跑贏行業│108元 大華繼顯│買入│105.3元 摩根大通│增持│102元 瑞信│跑贏大市│102元 高盛│買入(「確信買入」名單)│101元 裏昂│買入│100元 匯豐環球研究│買入│100元 美銀證券│買入│100元 富瑞│買入│100元 銀河-聯昌│收集│100元 中信證券│買入│94元 野村│買入│91.26元
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