里昂:维持友邦保险(01299)“跑赢大市”评级 列为亚洲保险股首选

智通财经
Yesterday

智通财经APP获悉,里昂发布研报称,友邦保险(01299)去年新业务稳健增长,而且现金产生能力强劲,另资本效率亦有所提升。该行预期,公司今年的资本效率将持续改善,带动股东总回报高于市场预期,同时新业务价值亦可有15%左右(mid-teens)增长。轻微调整友邦盈利预测,维持“跑赢大市”评级,续予目标价110港元,并继续将友邦视为亚洲保险行业的首选股。

该行预测,友邦2026及27年的股份回购总额将分别达到17亿及18亿美元,高于市场预期的13亿至17亿美元。此外,该行预计公司期内股息分别增长10%及12%。

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