《大行報告》高盛將保誠(02378.HK)納入確信名單重申「買入」評級 目標價上調至185元
高盛發表研究報告指出,隨著中國與香港之間恢復免檢疫旅行,預期保誠(02378.HK)對內地遊客的銷售額將有強勁增長,或相當於公司於2018/19年(兩地封關前)的新業務價值的30%至40%。該行相信投資者的注意力將轉移至保誠新任行政總裁未來12個月提高公司能見度的戰略,以及公司在亞太區的增長導向計劃。
該行將保誠2023及2024財年新業務價值預測上調6%及9%,因料來自內地旅客的銷售將抵銷較高折扣率和外匯不利因素的負面影響。該行目前料保誠2023及2024財年的新業務價值增長32%及24%,較市場預期高出4%及5%。另認為該行覆蓋的香港/中國險商中,保誠的2023及2024財年新業務價值增長前景最快,較友邦(01299.HK)高出5及6個百分點。該行將保誠納入確信名單,重申對其「買入」評級,目標價由161元上調至185元。
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