大行評級丨大摩:上調友邦目標價至96港元,料上半年新業務價值增19%
摩根士丹利發表報吿,調高友邦保險(1299.HK)目標價6.7%,由90港元調高至96港元,評級“增持”;最牛目標價調高至112港元,最熊則上調至54港元。大摩預期友邦上半年新業務價值(VNB)升19%,即第二季料增長26%,受惠於香港業務強勁增長。預期各項關鍵指標增長趨勢均保持健康,上半年業績料不會宣佈額外股份回購計劃。內含價值(EV)按半年料升2%,考慮到友邦持續回購,每股盈利料同比升11%,每股內含價值按半年料增8%。大摩相信儘管市場波動等因素,但認為友邦關鍵財務指標應能繼續保持強勁,將較去年有進一步改善。
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