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友邦(01299.HK)涨近3%重越20天线半年多赚1.3倍新业务价值增长符预期
阿思达克 08-23 15:26

友邦保险(01299.HK)半年多赚1.3倍及新业务价值增至22.75亿美元创半年业绩新高符合市场预期,瑞信绩後重申友邦「跑赢大市」评级看99元,以反映公司中绩强劲,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。该股今天重越20天线(77.3元),最高见78.5元,现造78.45元,回升2.9%,成交2,4311万股,接近昨天全日成交量,涉资18.82亿元。

友邦公布,中期纯利按年增长1.3倍至38.64亿美元,符合本网站之前综合6间券商预测纯利25.54-42.3亿美元,每股盈利32美仙,中期股息按年增14%至33.3港仙;税後营运溢利按年升12%至28.98亿美元。期内,按固定质汇率计算,新业务价值按年升20%至22.75亿美元创半年业绩新高,符合市场预期;新业务价值利润率按年升6.2个百分点至65.6%;年化新保费增加9%至34.43亿美元。截至6月底止,内涵价值597.46亿美元,较去年底升9%。

瑞信指友邦上半年业绩走势强劲,但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後,公司於本港向内地游客销售最新状况、公司未来在内地业务策略及未来资本管理及派息政策。

恒指今天在保险股、腾讯(00700.HK)、医药及中资电讯股支撑反覆回升184点或0.7%,现造26,232,成交额632亿元。

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