高盛:降友邦保险(01299.HK)目标价至83港元 料次季新业务价值同比增长16%

智通财经
29 Jul
【高盛:降友邦保险(01299.HK)目标价至83港元 料次季新业务价值同比增长16%】智通财经APP获悉,高盛发布研报称,微调友邦保险(01299.HK)2025至2027年盈利预测(幅度介于0%至-1%),以反映投资市场最新动向、汇率变动及销售动能,并将估值方法从贴现现金流模型调整为市盈率估值法。中期股东权益回报率(ROEV)预计为14.7%,资本成本(COE)为11.2%,长期增长率假设为2%。基于1.4倍2026年预测股价对内涵价值,该行将12个月目标价由90港元下调至83港元,隐含18%上行空间(以2025年7月25日收市价计算),维持“买入”评级。

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