《大行報告》野村微降友邦(01299.HK)目標價96.94元 評級「買入」
野村發表評級報告指,友邦(01299.HK)管理層對內地重開帶動業務復甦感樂觀,而該行預料公司今年及明年內地新業務價值分別增長28%及27%。管理層指出,隨著澳門與內地重開,去年內地遊客的新業務價值銷售增加三倍;隨著香港與內地重開,這強勁走勢在今年首兩個月持續。
該行預料今年及明年香港新業務價值增長分別各升25%,回復至2019年疫情前的61%及76%水平,主要是預料內地旅客業務分別按年升170%及125%,佔香港總新業務價值的22%及31%。該行將其目標價由97.43元下調至96.94元,維持其評級為「買入」。(ca/u)
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