《大行》友邦(01299.HK)投資評級及目標價(表)
友邦(01299.HK)將於本周四(21日)公布今年中期業績,受本港7月起實施分紅保單利益說明演示回報率上限之前的銷售催谷影響,本網綜合4間券商預測,友邦今年上半年新業務價值料介乎28.09億至29.58億元人民幣,對比去年同期24.55億美元,按實質匯率(AER)計按年上升14.4%至20.5%,中位數28.66億元人民幣,按年增加16.7%。
高盛相信投資者將集中於新業務價值及自由盈餘產生增長的實質推動因素,包括扣除經濟假設改變影響的內地實質增長,以及在新成立地區的業務表現、本港銷售動力以及淨自由盈餘產生增長動力,包括包括營運差異和資本效率的任何改善。
下表列出12間券商對友邦投資評級及目標價:
券商│投資評級│目標價
摩根大通│買入│105元
匯豐環球研究│買入│98元
海通國際│買入│97.8元
摩根士丹利│買入│96元
美銀證券│跑贏大市│92.2元
國泰海通│跑贏大市│89.8元
招銀國際│買入│89元
瑞銀│買入│88元
華泰證券│買入│85元
富瑞│買入│85元
高盛│增持│83元
中金│跑贏行業│74元
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