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《大行報告》美銀證券:市場對金融體系穩定性擔憂增 料對友邦(01299.HK)影響複雜
阿思達克 03-16 14:31
美銀證券發表報告指,在全球範圍內,銀行和非銀行金融機構正在遭受銀行倒閉案件的影響,且市場對金融體系穩定性的擔憂加劇,該行這個事件對友邦保險(01299.HK)影響複雜。然而,友邦的保險業務依然穩固,預計今年會有所復甦,維持「買入」評級,目標價93.7元。 該行表示,友邦在去年出現公允價值損失,影響其損益的公允價值損失總額為226億美元,其中,30億美元來自債務證券,101億美元來自股票、基金和可交換貸款票據,以及95億美元來自衍生品。在利率大幅上調和市場疲軟的情況下,集團和其他金融機構可能會錄得公允價值損失。
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