標普:友邦(1299.HK)多元化業務將可抵禦疫症對其收益的影響
評級機構標準普爾發表報告指出,友邦保險(1299.HK)業務遍及全球,加上其雄厚的資本,將有助集團抵禦新冠肺炎爆發及全球股市走低對友邦今年保費收入及盈利的負面影響。
標普預期,疫症將令友邦中港兩地的新業務增長減慢,而保持社交距離,將防礙保險代理面談銷售,而亞太區宏觀經濟轉差和股巿不振,亦不利保險的投資回報。再者,對內地人士來港實旅入境限制和社會運動持續,也有損友邦的香港業務,去年香港新業務價值按年減少5%,而期內集團新業務價值增速則由2018年的22%放緩至2019年的6%。
標普認為,新冠肺炎的影響只屬暫時性,估計今年上半年疫情將可受控,而網上聯繫及加強對財務保障的認知,將令友邦業務重返增長軌道,預期疫癥結束後,內地業務可迅速反彈,有助支持集團業務增長。

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