《大行報告》摩通升友邦(01299.HK)目標價至92元 評級「增持」
摩通發表報告指,友邦(01299.HK)在資本充足基礎上,在增長型、價值型和收息型方面都提供具吸引力的風險回報。該行將其2023至2025年的新業務價值預測平均小幅上調0.3%,反映本地和內地業務增長趨勢強過預期。目標價由87元升至92元,評級「增持」。
摩通預測友邦保險2024和2025財年內含價值將分別增長12%和13%,從而推動企業價值複合增長。同時預計到2024年12月,友邦保險總自由資金餘額在考慮到回購和股息後將達到167億美元。在自籌資金增長和資本基礎強勁的情況下,股東總回報將有更大的提升空間。
(ha/cy)
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