瑞信友邦(1299.HK)中期业绩趋势强劲关注香港业务前景
瑞信发表报告表示,友邦保险(01299.HK)中期新业务价值录22.75亿美元,按实质汇率计按年升16%(按固定汇率计升20%),轻微优于市场同业22.5亿美元的预期,即第二季新业务价值升19%、内含价值增9.6%,指每股中期息派33港仙按年升14%,此符合预期。

该行指友邦上半年业绩走势强劲,料投资者将关注本港业务前景,特别是在本港发生连串示威事件后,公司在本港向内地游客销售最新状况、公司未来在内地业务策略,以及未来资本管理及派息政策。
瑞信表示,维持对友邦“跑赢大市”评级及目标价99港元,指其现价相当於股价对内含价值1.72倍及预测市账率2.5倍。
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