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大行評級|星展:下調友邦保險目標價至100港元 重申“買入”評級
格隆匯 04-22 13:38

星展的研究報吿指出,近期友邦保險的股價大幅調整,反映市場對內地評級下調、友邦內地渠道策略模糊、利潤率稀釋風險,以及資本管理等擔憂。報吿指,其中長期增長依然強勁,新的地域擴張成為強勁的增長動力。

該行表示,友邦保險在捕捉中國結構性機會方面的獨特地位仍然完好無損,對公司內地新業務價值的中長期增長保持正面,維持2024及2025財年內地新業務價值按年增長22%的預測,亦料最新的地域擴張將對2024及2025財年的整體新業務價值貢獻8%及13%。該行將公司目標價由110港元下調至100港元,重申“買入”評級。

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