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大行評級|摩根大通:維持友邦保險“增持”評級 目標價87港元

摩根大通發表研究報吿,維持友邦保險“增持”評級,目標價為87港元。報吿評論友邦2023年第三季新業務價值(NBV)為9.94億美元,超出市場預期。該行預期新業務價值共識有向上修正的潛力,市場可能會認為結果是正面的,因為該集團確認內地的高質量業務增長保持完好,產品利潤率有所提高。考慮到該股在過去一個月的表現優於大市,並且很大程度上反映這些積極因素,該行認為,短期內積極反應的程度可能相對較小。

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