大摩：予友邦保险目标价81港元评级“增持”

智通财经2025-04-17

该行指，内地拖累增长，受假设变更影响，新业务价值料跌8%，但预测可比基准将实现增长，并预计今年全年新业务价值增长约为10%。摩根士丹利发布研报称，料友邦保险(01299)首季新业务价值(按固定汇率)升6.9%，主要受到平均资本回报率(APE)增加7.3%及毛利持平在54.2%的支持。该行相信，放缓属暂时性，并持续估计新业务价值增长今年上半年及全年均增长12%，认为公司估值吸引。该行予公司目标价81...

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大摩：予友邦保险目标价81港元 评级“增持”

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大摩：予友邦保险目标价81港元评级“增持”