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《大行报告》大和料友邦(01299.HK)上半年新业务价值增19%目标价上调至98元
阿思达克 07-29 11:37

大和发表研究报告,预期友邦(01299.HK)上半年的新业务价值增长19%,较普遍市场预期高出1个百分点。该行预期中国业务在上半年会比国内同业有更好的经营趋势,主要是受到差异化的产品及卓越营业单位的战略推动,料上半年内地业务的新业务价值将会有39%增长。

至於香港业务方面,看到本地的财富效应将继续推动公司的新业务,并针对国内旅客提供一些长期的计划。另外,香港政府推出自愿性医疗保险计划能帮助代理商获得新客户及实现交叉销售。然而,最近的社会活动或开始影响第三季的市场情绪,预料香港业务上半年的新业务价值增长18%。

该行续指,友邦仍是行业首选,重申其「买入」投资评级,并将12个月目标价由原来的95元上调至98元。

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