大行評級|美銀:下調友邦保險目標價至92.2港元 重申“買入”評級
美銀證券發表報吿指,友邦保險2023財年淨利潤為38億美元,較2022財年的低基數增長13%。該行預計,友邦今年新業務價值將按年增長12%,主要由訪港內地客和東盟市場帶動。美銀證券預計,高利率環境將在今年大部分時間持續,因此儲蓄產品帶動的業務量增長將成為友邦今年新業務價值的主要驅動力,而整個地區的新業務價值利潤率反彈或恢復將較為緩慢。不過,管理層在業績簡報會中,對新業務價值增長展望似乎更加樂觀,尤其是對內地和香港市場,因為1至2月份業務勢頭令人鼓舞。該行因應採納新會計準則IFRS 17,將目標價由98.4港元下調至92.2港元,重申“買入”評級。
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