《大行报告》大摩:友邦(01299.HK)上季新业务价值符预期 撇除本港业务後增长14%
摩根士丹利发表报告表示,友邦保险(01299.HK)公布今年第三季新业务价值按年升1%,符合市场预期,撇除本港业务後的新业务价值稳固增长14%,抵销了本港业务录双位数字回落的影响。
该行指,友邦第三季按固定汇率计新业务价值录9.8亿美元,按年升1%,边际利润率升6个百分点至67%,符合今年上半年趋势,并指在内地业务仍然强劲,属公司增长最快的市场。
大摩表示,维持对友邦「增持」投资评级及目标价92元。
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