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小摩:下调友邦保险目标价至94港元 维持“增持”评级

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小摩:下调友邦保险目标价至94港元 维持“增持”评级 © Reuters. 小摩:下调友邦保险(01299)目标价至94港元 维持“增持”评级

智通财经APP获悉,摩根大通发表研究报告,下调友邦保险 (HK:1299)目标价2.1%,由96港元调低至94港元,维持“增持”评级。

摩根大通称,友邦将于下月9日公布第三季业绩,预计其新业务价值同比跌29%,主要是因为亚洲爆发公共卫生事件令业务中断。预期销量下跌主要因为第三波公共卫生事件及边境管制,而香港业务销量收缩幅度相对较小,因去年基数低。另外,由于产品组合暂时转移及开支增加,利润率下降。

该行又预计,即使香港离岸寿险的销量为“零”,集团明年新业务价值将恢复到去年的水平。随着业务由今年的低基数恢复正常,该行认为新业务价值会呈“V形”复苏,估计集团今年第三季、今年第四季及明年的新业务价值分别跌29%、跌12%及增39%。

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