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大行評級|摩根大通:上調友邦目標價至102港元 預計第三季度新業務價值按年增長11%
摩根大通發表報吿指,預計友邦第三季度的新業務價值(NBV)按年增長11%,相對持平,另據強勁的股市、亞洲貨幣的走強以及債券收益率的下降的三個宏觀因素,而上調該行的合約服務邊際(CSM)、收益和償付能力資本預測。該行將友邦目標價從96港元上調至102港元,評級“增持”,認為該股將反映新的增長預期。公司旗下中國內地新省級牌照的更新和印度綜合牌照政策的發展或成近期的催化劑。
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