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大行評級丨大摩:上調友邦目標價11% 最牛見105港元
摩根士丹利發表報告,將友邦保險(1299.HK)目標價由81港元調高11%至90港元,並將最樂觀目標價由103港元調高1.94%至105港元,投資評級爲增持。預期友邦新業務價值的健康增長可能會持續到第二季​​度,近期股市的利好以及中國穩定的利率環境也可能利好友邦的關鍵財務指標。此外,友邦計劃於7月完成16億美元的回購,佔其每日交易量的10—30%,可能會支撐其近期的股價。摩根士丹利指,友邦首財季新業務價值增長率達13%,表現不俗,高於該行及市場預期5—6個百分點。因此,摩根士丹利輕微上調了友邦2025財年新業務價值增長率1.3個百分點至13.3%(以固定匯率計算);預計2025—27財年營業利潤將調高0.5—1.2%。2025—2027財年,企業價值每股盈利預計上漲0.3—0.6%,每股盈利預計上漲1.8—2.4%。
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