大行評級|高盛:重申友邦“買入”評級 主要優勢在實現股東回報和長期盈利增長
高盛發表報吿,該行近日會見友邦投資者關係團隊,友邦解釋2022/23年基本自由盈餘所面臨的不利因素,並預計基本自由盈餘將受到未來新業務及有效業務價值( VIF)增長所推動。另外,隨着公司持續進行股份回購,友邦強調每股回報率應繼續超過整體經營盈利及自由盈餘的增長。該行重申友邦的主要優勢在於實現股東回報及長期盈利增長的能力,根據公司在2025/26財年額外回購20 億美元股份的基本情境,估計在2024至2026財年公司的税後經營溢利將以每年10%的速度增長,維持友邦“買入”評級,並列入確信買入名單,目標價為98港元。
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