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《蓝筹业绩》友邦(01299.HK)中期新业务价值跌37%逊预期 中期息35港仙
阿思达克 08-20 08:25
友邦保险(01299.HK)公布截至今年6月30日止六个月的中期业绩显示,按固定汇率计算,新业务价值按年下跌37%至14.1亿美元,逊预期(本网综合9间券商预期,友邦今年上半年新业务价值介乎14.9亿美元至16.04亿美元,按年倒退29.5%至34.5%,中位数15.87亿美元,按年跌30.2%);年化新保费下跌24%至25.79亿美元;新业务价值利润率减少11.1个百分点至54.4%。

如按实质汇率计,新业务价值下跌38%;年化新保费跌25%;新业务价值利润率跌11.2个百分点。内涵价值权益为614亿美元;内涵价值为596亿美元,较截至2019年12月底止之数据下跌24亿美元。

友邦保险今年上半年总收益196.64亿美元,按年跌19%。纯利21.97亿美元,按年跌34.6%;每股盈利0.18美元;中期股息增5%至35港仙。税後营运溢利上升3%至29.33亿美元,亦低於预期(本网综合5间券商预期,友邦今年上半年税後营运溢利预测介乎29.55亿美元至29.85亿美元)。

集团首席执行官兼总裁李源祥表示,期内香港业务的新业务价值按固定汇率计录得68%下降(至3.06亿美元),主要由於自2月初以来对所有内地入境人士实施强制隔离检疫规定的影响。公司上半年中国内地新业务价5.94亿美元,按固定汇率计录得13%下降。在香港和内地以外的市场,集团业务在第一季录得双位数字的增长,但遏制传播措施对第二季的新业务销售造成重大影响。个别市场的遏制传播措施在5月和6月放宽,当地的销售出现令人鼓舞的复苏迹象,这包括友邦保险香港业务的本地客户群。

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