《大行》高盛微降友邦(01299.HK)目标价至96元 维持“买入”评级

阿斯达克财经
10 hours ago

高盛发表报告指,友邦保险(01299.HK) 上半年业绩中,香港销售表现逊预期,主要受内地访客(MCV)业务的高基数效应影响,而本地业务则展现强劲增长动力。该行认为,高基数影响已被充分预告,市场短期焦点将落在第三季业绩,作为投资者评估各项监管公布对客户需求影响的首个数据点。该行对MCV业务的新业务价值(VONB)按季改善(相较首季)感到鼓舞。然而,由于下半年高基数效应更具挑战性,该行下调销售预测,...

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