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大行評級|傑富瑞:維持友邦“買入”評級 重申確信增長前景不變
格隆匯 03-14 15:37
傑富瑞發佈研究報吿指,在地緣政治不確定及宏觀經濟波動下,友邦保險展示具穩定和一致的策略和溝通,令人感到安心。該行重申確信對友邦增長前景維持不變。管理層拒絕迴應有關Tata AIA分部拆分的潛在時間。該行指,即使Tata AIA作為友邦增長最快的業務,但相關最新的披露仍需要數年時間。對於大多數投資者提出以目前股價水平而言,集團應由回購轉向派息,惟該行表示並不同意,認為目前組合屬最佳,而停止回購將發出錯誤訊息。該行維持友邦“買入”評級,目標價為88港元。
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