大行評級 | 美銀:維持友邦"買入"評級,看好東盟及內地市場發展
格隆匯1月11日丨美銀證券發研報指,在過去一週香港股市整體上揚時,友邦保險(1299.HK)卻跑輸大市,認為早前因中國重啟及改變防疫政策所帶來的正面因素已大致被市場消化,但該行仍維持“買入”評級,因預計其東盟市場將繼續穩健增長,以及內地業務的長期擴張,予目標價91港元。該行表示,預期友邦保險第四季業績將會走軟,因其香港業務在2021年第4季度的基數較高;由於封鎖和重新開放後的早期混亂以及季節性影響,內地業務2022年第四季度增長疲軟,預期集團的新業務價值在2022年第四季將按年下降18%,在2022財年按年下降17%。該股現報86.65港元,總市值10342億港元。

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