《大行》高盛微升友邦(01299.HK)目標價至84元 重申「買入」評級
高盛發表報告指,友邦保險(01299.HK)上半年業績大致符合該行預期。亮點在於內地業務增長前景,儘管利率環境逆風,但利潤率仍有所擴張,友邦亦為2019年以來取得的內地新分行制定有雄心的增長目標。
報告指,由於友邦中國的滲透率較低,加上具備差異化的分銷能力,管理層重申對內地業務的增長前景樂觀。杜嘉祺回巢出任非執行主席後,管理層預期他會專注改善董事會管治、策略及領導發展。
經計及上半年業績及反映近期投資市場表現後,該行微調預測,將友邦2025財政年度純利調低7%。目標價由83元微升至84元,重申「買入」評級。
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