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《大行報告》野村上調友邦(01299.HK)目標價至95.36元 料次季新業務價值按年大致持平
阿思達克 07-22 11:59
野村估計,友邦(01299.HK)上半年的新業務價值以實際匯率計算下降11%,或按固定匯率計算下降8%至16.11億美元,意味著第二季新業務價值基本持平,以實際匯率計按年下降1%至7.58億美元,預計香港的強勁增長抵銷了內地的急速下滑。 野村將友邦2022、2023、2024年的新業務價值預測每年削減5%,按年增長率分別為6%、21%、22%,維持其「買入」評級,並將基準年移至2023年6月,目標價由91.17元上調至95.36元。
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