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友邦Q3新業務增長53% @ 2011-10-15T05: Back Hot News
Keyword:友邦保險 新業務價值
Concept:
多間大行最近因投資市場波動唱淡友邦,不過昨日有消息指高盛獨排眾議,稱友邦現價處於最悲觀情況下的估值,較中資同行折讓20%,卻具備明顯較強的新業務價值增長,以及資本狀況。該行維持友邦目標價37元,評級「確信買入」。
摩根大通表示,友邦保險<01299.HK>第三季新業務價值2.45億美元,增長53%,勢頭保持強勁,相對分析師預測介乎1.95-2.3億美元。利潤率持續改善,新業務利潤率按季跌70點子,但按年升4.5個百分點。反映第三季強勁表現,該行將友邦目標價由31元上調至32元,評級維持「增持」,AIG集團至少一半持股本月底解禁,威脅股價表現視為短期波動,並建議趁下跌買入,投資...... 上望32元" />請在這里發表您個人看法,發言時請遵守法紀注意文明。
里昂預計,友邦保險<01299.HK>第三季新業務價值增長43%,增長遠高於中資保險商,相信會成為利好催化劑推動股價表現。然而,財務數據會因市況波動而疲弱,將2011年盈利預測下調18%。由於業內估值已顯著回落,反映風險胃納轉變,友邦估值倍數由14.6倍下調至11.5倍,目標價由30.7元調低至28元。基於盈利風險及AIG集團持股解禁,評級維持「跑輸大市」。(de/d)...... 目標價至28元 維持「跑輸大市」 " />請在這里發表您個人看法,發言時請遵守法紀注意文明。

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