《大行》高盛降富卫(01828.HK)目标价至43元 续予“买入”评级

阿斯达克财经
Yesterday

高盛发表研究报告指,富卫集团(01828.HK) 去年的新业务价值与合约服务利润边际(CSM)高于预期,反映业务增长及营运杠杆改善。该行将2026至28财年新业务价值与合约服务利润预测上调11%至13%,合约服务利润预测调升8%至12%。该行指,虽然富卫去年业绩低于预期,但管理层透露香港业务于本年至今已录得正增长。因此该行维持公司的年化保费(APE)和新业务价值预测。然而,日本监管转为经济价值基础...

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