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《大行報告》里昂:友邦(01299.HK)、港交所(00388.HK)及券商受惠內地優化防疫 內銀居次
里昂發表研究報告指出,內地優化防疫措施,以減輕對經濟的影響,該行相信有關措施有助促進流動性,並對整體經濟活動有利,預期內地旅客將更快到訪本港,而在該行覆蓋的金融股中,料友邦(01299.HK)最能受惠,並為保險股中的首選,估計其2023至2024財年的新業務價值有望提高9%至14%,維持對其預測不變,目標價由84元上調至90元。 此外,該行認為連同最近對房地產的紓困措施,偏好於啤打值(Beta)高的股份如港交所(00388.HK)、富途(FUTU.US)及中資券商股。當中,對港交所給予「買入」評級,目標價355元;富途由「跑輸大市」上調至「買入」評級,目標價由46美元上調至57美元。其次偏好內銀股及租賃股,如招商銀行(03968.HK)、寧波銀行(002142.SZ)及中銀航空租賃(02588.HK)等。該行另對海通國際(06837.HK)評級由「跑輸大市」上調至「買入」,目標價維持6.1元。
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