《大行》摩通:友邦(01299.HK)过去一年股价跑赢大市 盈测潜在上调将成估值催化剂

阿斯达克财经
Jan 29

摩根大通发表研究报告指,友邦保险(01299.HK) 的股价过去12个月跑赢大市,累计升幅达63%,对比同期恒生指数升约37%,现价水平相当于2026财年预测股价对内涵价值比率的约1.5倍。摩通指出,友邦是美元走弱的主要受惠者,若市场再上调其未来业务增长预测,将成为下一个推动其估值上升的催化剂,憧憬香港、中国内地及泰国市场表现向好,以及集团有可能披露印度合资业务数据,均会支持市场上调友邦2026及...

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