大和:維持友邦(1299.HK)“買入”評級 重申為亞洲保險領域的首選
友邦保險(1299.HK)將內地分支機構改建為獨資人壽保險子公司的申請日前獲批,成為首間外資獨資人身保險公司。大和發表研究報告指,集團獲批的時間較該行預期早,下一步是申請新省級牌照。該行維持集團“買入”評級,並重申集團仍是該行在亞洲保險領域的首選。
大和表示,集團目前已開始在內地其他地區申請許可,預計今年底將再獲得兩個省級牌照,省份可能是浙江、福建、重慶和湖北。同時,集團自去年8月以來,天津及河北兩個市場的業務穩健,發展趨勢良好,尤其是在代理團隊招聘方面。
該行又預計,友邦進一步的地域擴張,其任何進展都將成為短期內的催化劑,並在中期為集團的新業務價值增長作出貢獻。

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