大行評級|大摩:下調友邦保險目標價至86港元 料上半年新業務價值增長穩定
摩根士丹利發表研究報吿指,雖然友邦保險第二季業務出現預期之中的放緩,但受惠於內地和香港的強勁增長,預期按實際匯率(AER)計算,集團上半年新業務價值穩定增長21%,以固定匯率(CER)計算則升23%。大摩表示,由於外匯逆風和適量的負投資差異,關鍵財務指標可能基本持平。該行預計集團上半年除税後營運利潤和派息輕微增長1%。
該行予集團“增持”評級,目標價由94港元下調至86港元。
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