大和:料友邦(1299.HK)首季新業務價值按年跌24%
大和發表研究報告指,預料友邦保險(1299.HK)今年首季的新業務價值將按年下跌24%,由於新型冠狀病毒肺炎疫情已是全球大流行,該行下調今年集團的新業務價值增長預測至4%。大和維持友邦目標價100港元,以及買入評級。
大和表示,友邦中國是整個集團最大亮點,即使受疫情爆發的影響,仍估計首季中國的新業務價值將錄得正數。此外,集團的數碼化措施令代理人渠道變得強大,但質量並無下降,代理商人數按季上升。隨著面對面銷售等活動恢復,而且健康保險需求有所增加,大和相信友邦中國的代理人團隊將有助第二季的新業務價值有理想增長。
至於香港業務方面,該行指出,內地訪客人數急挫,加上新業務價值下跌,友邦香港業務受衝擊。同時去年首季內地訪客投保的基數高,而且今年面對面銷售活動的減少,香港市場的保單銷售亦有所放緩,預料友邦香港首季的新業務價值將按年跌55%。

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