大和预计友邦首季VNB增长21%维持目标价95港元
格隆汇5月3日丨友邦(01299.HK)将于下周五(5月10日)公布首季业绩,大和发表研究报告指,预料友邦首季新业务价值(VNB)增长21%,VNB利润率亦会持续改善,维持对其"买入"评级,目标价95港元。

大和表示,受惠于活跃代理人数目增加、高端代理人策略推行得宜,加上保费上升44%,预料友邦中国首季VNB升40%。至于友邦香港的内地访客和本地客表现将继续稳定,料上季VNB升25%。随着监管机构有意在大湾区设立保险业服务中心,将提升内地客对于本港产品的信心,而高铁及港珠澳大桥开通,亦有助内地人跨境买保险。
至于东南亚及其他市场方面,该行预料,季内VNB整体录低单位数增长。不过,新加坡及马来西亚将受去年同期的高基数拖累,VNB或有下跌压力。
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