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友邦(01299.HK)漲近3%重越20天線半年多賺1.3倍新業務價值增長符預期
阿思達克 08-23 15:26

友邦保險(01299.HK)半年多賺1.3倍及新業務價值增至22.75億美元創半年業績新高符合市場預期,瑞信績後重申友邦「跑贏大市」評級看99元,以反映公司中績強勁,其現價相當於股價對內含價值1.72倍及預測市賬率2.5倍。該股今天重越20天線(77.3元),最高見78.5元,現造78.45元,回升2.9%,成交2,4311萬股,接近昨天全日成交量,涉資18.82億元。

友邦公布,中期純利按年增長1.3倍至38.64億美元,符合本網站之前綜合6間券商預測純利25.54-42.3億美元,每股盈利32美仙,中期股息按年增14%至33.3港仙;稅後營運溢利按年升12%至28.98億美元。期內,按固定質匯率計算,新業務價值按年升20%至22.75億美元創半年業績新高,符合市場預期;新業務價值利潤率按年升6.2個百分點至65.6%;年化新保費增加9%至34.43億美元。截至6月底止,內涵價值597.46億美元,較去年底升9%。

瑞信指友邦上半年業績走勢強勁,但料投資者將關注本港業務前景,特別是在本港發生連串示威事件後,公司於本港向內地遊客銷售最新狀況、公司未來在內地業務策略及未來資本管理及派息政策。

恆指今天在保險股、騰訊(00700.HK)、醫藥及中資電訊股支撐反覆回升184點或0.7%,現造26,232,成交額632億元。

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