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《大行報告》摩通降友邦(01299.HK)評級至「中性」 目標價下調至93元
阿思達克 04-20 10:42
摩通發表評級報告指,從歷史角度而言,友邦(01299.HK)市值受到隱含價值(EV)增長所推動,認為公司在2023年至24年隱含價值增長前景可能面對逆風,預料公司企業價值複合增長率將保持在單個位數,以及其市值升值風險相對較小。 該行預料,公司隱含價值增長最快在2025年再次回到雙位數,而產品利潤率似乎已於2019年達到63%高峰,並預測在未來數年利潤率穩定在60%水平。該行將友邦目標價由106元下調至93元,評級由「增持」降至「中性」。(ca/u) ~
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