《大行報告》摩通料友邦(01299.HK)上半年新業務價值跌17% 業績前回購暫停 股價疲弱提供買入機會
摩根大通發表報告,料友邦(01299.HK)今年上半年新業務價值跌17%至15.12億美元(即第二季新業務價值錄6.59億美元按年跌14%),即使東盟國家大規模重新開放經濟活動,但當地業務復甦緩慢,加上友邦在公布業績前根據上市規則暫停回購,股價疲弱提供買入機會。
該行料友邦旗下香港業務於今年上半年新業務價值跌1%至3.1億美元、料內地業務於今年上半年新業務價值跌27%至5.39億美元、估計泰國業務於今年上半年新業務價值跌29%至2.21億美元。
摩通預計,友邦股價將重新跑贏,預計在香港風險資本(HKRBC)準則下,其上半年將擁有強大的資本基礎,預料未來3至5年中國業務擴張將帶來上行空間。該行將友邦目標價維持在102港元,評級「增持」。
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