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《大行報告》瑞信下調友邦(01299.HK)目標價至85元 料第三季新業務價值升2%
阿思達克 10-25 11:11
瑞信發表報告,預期友邦(01299.HK)今年首九個月以固定匯率計的新業務價值將下跌9%,意味單計第三季為按年增長2%,並預期集團第三季內地業務將有低單位數的按年增長,扭轉上半年出現的下跌情況,主要由於防疫措施放鬆。至於新業務價值利潤率估計仍會受壓,因產品組合向儲蓄產品轉移。 香港業務方面,由於較難的比較基數,該行料集團第三季的新業務價值會錄得按年下跌,逆轉上半年的按年增長3%。 瑞信下調友邦股份目標價,由95元降至85元,評級維持「跑贏大市」,並調低集團新業務價值預測,今年每股盈利預測亦下調52%,明年及2024年則分別升4%及1%。
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