智通财经APP获悉，摩根士丹利发布研究报告称，以固定汇率计，预计友邦保险(01299)去年全年新业务价值将录得20%同比升幅，令人满意;去年税后经营溢利(OPAT)及内含价值(EV)料分别录得8%及7%的健康增幅。大摩视新业务价值表现及股东回报为该股今年主要因素。该行列友邦为首选股，目标价由92港元微降至91港元，评级“增持”。
该行指，公司在2月11日完成其回购计划，过去三年累计回购120亿美元股份，管理层将在下月全年财报发布会上公布新的回购计划，在基本情境下，该行估算回购规模最少为20亿美元。该行估计公司在2025年及2026年可以继续录得强劲的新业务价值增长，分别料录12.9%及12.8%，整体股东回报在去年全年料逾8%，认为加大的股东回报为主要催化剂之一。
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