《大行報告》摩通上調友邦(01299.HK)目標價至103元 評級「增持」
摩根大通發表報告,上調友邦保險(01299.HK)目標價,由99元上調至103元,對其估值預測延伸至今年12月,維持「增持」投資評級。
該行表示,下調友邦今明兩年新業務價值預測各5.7%及1.3%,基於內地經濟重啓及通關較預期爲早,料銷售產品組合改善。該行亦預期香港離岸市場正常保費復甦,以及公司今明兩年在亞洲區將冇更多業務潛力。
摩通稱下調對友邦今明兩年稅後經營溢利預測2%,受採用IFTS-17會計基準影響。
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