《大行報告》摩通上調保誠目標價至1,750便士 料將會結束與友邦(01299.HK)估值折讓差距
摩根大通發表報告指,隨著香港與內地重新通關,料可令香港險商對內地客戶的「離岸」壽險銷售有明顯復甦,因此重申對保誠英國股份及友邦(01299.HK)股份的「增持」評級。
該行認為,保誠目前較友邦的估值折讓並不合理,預期兩企的估值折讓差距將會結束,將保誠英股目標價由1,500便士上調至1,750便士,至於友邦目標價則維持103港元。
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