《大行報告》大摩相信友邦(01299.HK)股價60日內將升 評級「增持」
摩根士丹利發表技術研究報告,預測友邦保險(01299.HK)股價在未來60日內上升,發生此機率料有60%至70%,指出自6月底以來公司的股價已累計回落13%,對比同期恆指下跌12%。
該行指,儘管受疫情影響,上半年友邦整體新業務價值(VNB)按年下降13%,但詳細營運數據表明業務出現強勁復甦,中國內地業務7月份恢復增長,澳門的內地客投保需求強勁,上半年增長90%,同時主要東盟市場亦實現雙位數增長。
大摩預計友邦第三季起業務將開始明顯增長,給予目標價111元,評級「增持」。
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