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大行評級|傑富瑞:保誠收購尼日利亞合營業務 予其“買入”評級
格隆匯 09-30 13:12
傑富瑞發表報吿指,保誠宣佈收購於尼日利亞的合營企業Prudential Zenith Life Insurance Limited(PZL)剩餘股份。PZL已在尼日利亞及加納與Zenith Bank建立現有的銀行保險關係,利用Zenith 的400間分行接觸其2,900萬名客户。報吿指,保誠原於2017年購入Zenith Life Insurance Limited 51%的股權。今天購入的餘下49%股權將以未公開金額收購,並以現金支付。該行認為,保誠的非洲資產被完全忽略。雖然該業務現時貢獻微不足道,但人口結構優勢下,該行看好該投資的風險與回報之間的動態關係,因為執行失敗不會對股價造成影響,而高增長則可能帶來意想不到的長期順風。該行予保誠英股目標價1310便士,評級“買入”。
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