《大行報告》麥格理下調友邦(01299.HK)目標價至69元 評級「中性」
麥格理髮表報告指,友邦(01299.HK)今年第三季新業務價值按年增1%至7.41億美元,遜市場預期,主因外匯損失所影響;而撇除匯率因素,季內新業務價值增長按年增7%,勝預期,至於在內地業務改善下,新業務價值利潤率由上半年度之55.2%升至第三季的58.1%。
該行補充,調整友邦今明兩年新業務價值預測,今年由降11%收窄至降9%,明年則由增11%上調至升12%,惟因新業務價值產品組合的改變,將其目標價由75元下調8%至69元,重申「中性」評級。(ca/s)
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