研報掘金|華泰證券:維持友邦保險目標價90港元 預計上半年新業務價值按年增長22%
華泰證券發表研究報吿指,預計友邦保險上半年的新業務價值(NBV)在實際匯率下按年增長22%,相信增長水平在高基數下仍具有韌性。該行又預計,集團除税後營運利潤將按年增2%,如果考慮到公司回購減少股份的影響,預計每股營運利潤按年增6%,屬該指標在2022年下半年起的首次顯著反彈。該行預期,友邦未來12個月的分紅加回購總額為68億美元。而考慮到投資波動,下調集團2024至26年的每股盈測至0.41、0.54及0.61美元,續予目標價90港元及“買入”評級。
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