摩根大通发表研报指，友邦保险(01299.HK) 今年以来股价跑输大市，然而，与中国内地的保险公司相比，友邦的2025财年市盈率预测为12倍，相较于在香港上市的中国内地保险公司(预测市盈率5至7倍)仍有显著溢价。
该行表示，在友邦2024财年业绩报告之前，该行建议增持友邦而非中资人寿保险公司，主要由于股东回报的可持续性、差异化的增长特征，以及稳定的现金产生前景。该行提及，友邦超出75%净自由盈余产生的大型回购计划可能成为其股价近期的催化剂。
摩通将友邦目标价定于59.4元，维持“增持”评级。(js/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-28 16:25。)
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