《業績前瞻》券商料友邦(01299.HK)中期新業務價值固定匯率按年增16%關注前景指引
友邦保險(01299.HK)將於下周五(23日)公布中期業績。料受惠資本市場投資收益強勁，本網綜合6間券商預測，友邦今年上半年純利料介乎25.54億美元(下同)至42.3億元，較2018年同期16.62億美元，按年增53.7%至154.5%。中位數31.87億元，按年增91.7%。
受益於由首年保費收入(FYP)的強勁增長所帶動，綜合9間券商有預測，按固定匯率計，友邦新業務價值料介乎22.35億元至23.25億元，按年增14.4%至19%。中位數22.67億元，按年增16%。投資者關注本港政局發展，或會影響內地客戶下半年來港購買產品情況，關心管理層最新的營運指引。
【新業務價值 料增速將放緩】
大和發表報告表示，受本地財富效應所帶動及針對為國內客戶提供一些長期的計劃，預期友邦上半年的新業務價值增長19%至23.25億元。該行亦預期公司今年上半年內地業務的新業務價值增39%；香港業務新業務價值增長118%。
里昂預期友邦今年上半年新業務價值增長放緩至16%(按固定匯率計)至22.67億元，下半年更進一步緩和至僅增12%。該行料友邦旗下香港業務今年上半年新業務價值增長(按固定匯率計)升18.5%至9.43億元，料旗下內地業務上半年新業務價值增長升30.2%至6.83億元，料泰國業務仍可增長9.3%，但估計新加坡業務年新業務價值增長按年下滑3.6%。
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本網綜合6間券商預測，友邦今年上半年純利料介乎25.54億美元(下同)至42.3億元，較2018年同期16.62億美元，按年增53.7%至154.5%。中位數31.87億元，按年增91.7%。
券商│今年上半年純利預測(美元)│按年變幅
匯豐環球研究│42.3億元│+154.5%
海通國際│35.54億元│+113.8%
高盛│32.74億元│+97%
美銀美林│31億元│+86.5%
里昂│29.19億元│+75.6%
摩根大通│25.54億元│+53.7%
按友邦2018年上半年度純利16.62億美元計算
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綜合9間券商有預測，按固定匯率計，友邦新業務價值料介乎22.35億元至23.25億元，按年增14.4%至19%。中位數22.67億元，按年增16%。
券商│今年上半年新業務價值預測(美元)(固定匯率)│按年變幅
大和│23.25億元│+19%
海通國際│23.14億元│+18.4%
瑞信│22.95億元│+17.5%
中金│22.86億元│+17%
里昂│22.67億元│+16%
匯豐環球研究│22.66億元│+16%
摩根士丹利│22.64億元│+15.9%
摩根大通│22.47億元│+15%
高盛│22.35億元│+14.4%
按友邦2018年上半年新業務價值19.54億美元計算
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