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《大行報告》里昂降友邦(01299.HK)目標價至84元 重申「買入」
阿思達克 10-21 15:09
里昂發表報告,指友邦(01299.HK)將於11月中旬公布第三季業務更新,以固定匯率計,友邦繼今年上半年新業務價值(VONB)按年跌13%後,料首九個月VONB按年跌8%,意味著固定匯率計,第三季料有5%增長,符合該行早前預測指,隨著邊境逐步重開,VONB表現將按季改善。 該行對其今年VONB預測大致不變,惟2023至2024年預測則下調,基於恢復內地訪客來港的時間延後,並將其目標價由96元下調至84元,重申予「買入」評級,看好其具防守性及估值(股價除內涵價值計)處歷史低位。
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