《大行報告》大和料友邦(01299.HK)上半年新業務價值增19%目標價上調至98元
大和發表研究報告,預期友邦(01299.HK)上半年的新業務價值增長19%,較普遍市場預期高出1個百分點。該行預期中國業務在上半年會比國內同業有更好的經營趨勢,主要是受到差異化的產品及卓越營業單位的戰略推動,料上半年內地業務的新業務價值將會有39%增長。
至於香港業務方面,看到本地的財富效應將繼續推動公司的新業務,並針對國內旅客提供一些長期的計劃。另外,香港政府推出自願性醫療保險計劃能幫助代理商獲得新客戶及實現交叉銷售。然而,最近的社會活動或開始影響第三季的市場情緒,預料香港業務上半年的新業務價值增長18%。
該行續指,友邦仍是行業首選,重申其「買入」投資評級,並將12個月目標價由原來的95元上調至98元。
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