高盛:重申友邦保险(01299)“买入”评级 目标价94港元

智通财经
Feb 28, 2025

智通财经APP获悉,高盛发布研报称,重申友邦保险(01299)“买入”评级,目标价94港元。该行表示,集中关注内地增长前景,因集团第四季获批得4间省级分公司,料于今年上半年开始营运。

高盛指,友邦保险下月中旬将公布第四季及全年业绩,认为集团新业务价值增长势头没有变化,按实质汇率(AER)及按固定汇率(CER)计算,预料2024财年分别增长19%及20%属稳固。该行又预料集团下半年税后营运利润同比升14%,去年全年则料升8%。

该行预料,集团2024财年下半年每股派息增5%,定期回购金额达7.63亿美元,另外,该行预计今年将额外回购股票20亿美元,以作为其持续定期审查,偿还过剩资本的一部分。该行预计,2024财年总资本比率为245%,远高于超过目标的200%。

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