《大行報告》友邦(01299.HK)投資評級及目標價(表)(更新)
友邦保險(01299.HK)將於明天(24日)公布今年中期業績,受惠於香港離岸業務的復甦,本網綜合11間券商,料友邦按實質匯率(AER)計2023年中期新業務價值介乎18.8億美元至20.73億美元,較2022年同期15.36億美元,按年上升22.4%%至35%;中位數19.31億美元,按年升25.7%。
綜合3間券商料友邦派發2023年每股中期股息42至43港仙,較2022年同期40.28港仙,按年上升6.8%。市場普遍關注友邦新業務價值(包括內地、越南市場會否承壓)、企業價值和股息紅利增長及正在進行的股票回購計劃。
下表列出17間券商給予其評級及目標價(港元):
券商│投資評級│目標價
大和│買入│145元
招銀國際│買入│118元
瑞銀│買入│113元
華泰証券│買入│110元
中金│跑贏大市│108元
花旗│買入│105元
交銀國際│買入│103元
富瑞│買入│102元
瑞信│跑贏大市│101元
高盛│買入│101元
匯豐研究│買入│100元
海通証券│優於大市│99.89元
野村│買入│98.75元
美銀證券│買入│98.4元
法巴│買入│96元
里昂│買入│94元
摩根大通│增持│86元
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