大和:預計明年新業務銷售強勁 首選友邦(1299.HK)及財險(2328.HK)
大和發佈報告稱,保險股中首選友邦(01299.HK)及財險(02328.HK),均予“買入”評級。
該行稱,在行業層面,預期在經過過去兩年令人失望的表現後,2020年新業務預售活動(jumpstart)首年毛保費會改善。該行表示,在內地壽險股中,則較鍾愛國壽(02628),國壽表現將跑贏同業,預期其新業務預售活銷售強勁,受惠於擴充經紀團隊,預計其明年主要營運指標,包括新業務價值、淨利潤等均會跑贏同業。
該行又稱,內地險企公佈11月壽險保費收入同比升11.1%,首11個月則累計升7.6%。以11月保費增長而言,新華保險(01336.HK)增幅最高達79%,跟隨為太保(02601.HK)出現7%升幅,而國壽及中國平安(02318.HK)均出現3%的增幅,預計市場焦點將由增長放緩轉移至明年新業務預售活動。
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