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大和:料友邦(1299.HK)首季新业务价值按年跌24%
格隆汇 04-28 13:15

大和发表研究报告指,预料友邦保险(1299.HK)今年首季的新业务价值将按年下跌24%,由于新型冠状病毒肺炎疫情已是全球大流行,该行下调今年集团的新业务价值增长预测至4%。大和维持友邦目标价100港元,以及买入评级。

大和表示,友邦中国是整个集团最大亮点,即使受疫情爆发的影响,仍估计首季中国的新业务价值将录得正数。此外,集团的数码化措施令代理人渠道变得强大,但质量并无下降,代理商人数按季上升。随著面对面销售等活动恢复,而且健康保险需求有所增加,大和相信友邦中国的代理人团队将有助第二季的新业务价值有理想增长。

至于香港业务方面,该行指出,内地访客人数急挫,加上新业务价值下跌,友邦香港业务受衝击。同时去年首季内地访客投保的基数高,而且今年面对面销售活动的减少,香港市场的保单销售亦有所放缓,预料友邦香港首季的新业务价值将按年跌55%。

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