《业绩前瞻》券商料友邦(01299.HK)中期新业务价值固定汇率按年增16%关注前景指引
友邦保险(01299.HK)将於下周五(23日)公布中期业绩。料受惠资本市场投资收益强劲，本网综合6间券商预测，友邦今年上半年纯利料介乎25.54亿美元(下同)至42.3亿元，较2018年同期16.62亿美元，按年增53.7%至154.5%。中位数31.87亿元，按年增91.7%。
受益於由首年保费收入(FYP)的强劲增长所带动，综合9间券商有预测，按固定汇率计，友邦新业务价值料介乎22.35亿元至23.25亿元，按年增14.4%至19%。中位数22.67亿元，按年增16%。投资者关注本港政局发展，或会影响内地客户下半年来港购买产品情况，关心管理层最新的营运指引。
【新业务价值 料增速将放缓】
大和发表报告表示，受本地财富效应所带动及针对为国内客户提供一些长期的计划，预期友邦上半年的新业务价值增长19%至23.25亿元。该行亦预期公司今年上半年内地业务的新业务价值增39%；香港业务新业务价值增长118%。
里昂预期友邦今年上半年新业务价值增长放缓至16%(按固定汇率计)至22.67亿元，下半年更进一步缓和至仅增12%。该行料友邦旗下香港业务今年上半年新业务价值增长(按固定汇率计)升18.5%至9.43亿元，料旗下内地业务上半年新业务价值增长升30.2%至6.83亿元，料泰国业务仍可增长9.3%，但估计新加坡业务年新业务价值增长按年下滑3.6%。
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本网综合6间券商预测，友邦今年上半年纯利料介乎25.54亿美元(下同)至42.3亿元，较2018年同期16.62亿美元，按年增53.7%至154.5%。中位数31.87亿元，按年增91.7%。
券商│今年上半年纯利预测(美元)│按年变幅
汇丰环球研究│42.3亿元│+154.5%
海通国际│35.54亿元│+113.8%
高盛│32.74亿元│+97%
美银美林│31亿元│+86.5%
里昂│29.19亿元│+75.6%
摩根大通│25.54亿元│+53.7%
按友邦2018年上半年度纯利16.62亿美元计算
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综合9间券商有预测，按固定汇率计，友邦新业务价值料介乎22.35亿元至23.25亿元，按年增14.4%至19%。中位数22.67亿元，按年增16%。
券商│今年上半年新业务价值预测(美元)(固定汇率)│按年变幅
大和│23.25亿元│+19%
海通国际│23.14亿元│+18.4%
瑞信│22.95亿元│+17.5%
中金│22.86亿元│+17%
里昂│22.67亿元│+16%
汇丰环球研究│22.66亿元│+16%
摩根士丹利│22.64亿元│+15.9%
摩根大通│22.47亿元│+15%
高盛│22.35亿元│+14.4%
按友邦2018年上半年新业务价值19.54亿美元计算
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