《大行》汇研升友邦(01299.HK)目标价至78元重申“持有” 本港下半年新业务价值能见度有限

阿斯达克财经
Sep 24

汇丰环球研究发表报告,指友邦保险(01299.HK) 2026年下半年新业务价值(VONB)前景能见度仍然受挑战,尤其核心香港业务。该行重申“持有”评级,并将目标价由74港元上调至78港元。该行指,友邦股价今年迄今跑输恒生金融指数17.8个百分点,部分反映香港VONB增长放缓,以及内地出境投资监管趋严。关键不确定因素在于内地访客新业务受影响程度。该行以四个情景分析:基准情境(概率75%)、悲观情境...

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