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大行評級|美銀:重申友邦保險“買入”評級 上調今年盈利預測
格隆匯 03-17 12:48
美銀證券發表研究報告指,友邦保險去年業績符合預期。友邦今年新一輪迴購金額16億美元,計及首兩月已斥6億美元回購,總回購規模22億美元。該行視其約20億美元的年度回購爲“新常態”。隨着基數效應近完全減退,該行料集團今年新業務價值將按年增14%,主要受惠於在訪港內地旅客業務(MCV)以及東盟市場的業務。隨着高息環境或會持續,料儲蓄產品的銷量增長會是今年新業務價值的主要動力,而區內新業務價值利潤率復甦勢頭或會放緩。該行另提到,料友邦香港市場今年新業務價值按年增12%,MCB及本地客業務增長維持在10%至20%範圍內。該行對友邦今年盈利預測上調11%,降明年盈利預測4%,主要受到投資回報預測改變。該行維持友邦目標價爲92.2港元,重申“買入”評級。
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