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《藍籌業績》友邦(01299.HK)中期新業務價值跌37%遜預期 中期息35港仙
阿思達克 08-20 08:25
友邦保險(01299.HK)公布截至今年6月30日止六個月的中期業績顯示,按固定匯率計算,新業務價值按年下跌37%至14.1億美元,遜預期(本網綜合9間券商預期,友邦今年上半年新業務價值介乎14.9億美元至16.04億美元,按年倒退29.5%至34.5%,中位數15.87億美元,按年跌30.2%);年化新保費下跌24%至25.79億美元;新業務價值利潤率減少11.1個百分點至54.4%。

如按實質匯率計,新業務價值下跌38%;年化新保費跌25%;新業務價值利潤率跌11.2個百分點。內涵價值權益為614億美元;內涵價值為596億美元,較截至2019年12月底止之數據下跌24億美元。

友邦保險今年上半年總收益196.64億美元,按年跌19%。純利21.97億美元,按年跌34.6%;每股盈利0.18美元;中期股息增5%至35港仙。稅後營運溢利上升3%至29.33億美元,亦低於預期(本網綜合5間券商預期,友邦今年上半年稅後營運溢利預測介乎29.55億美元至29.85億美元)。

集團首席執行官兼總裁李源祥表示,期內香港業務的新業務價值按固定匯率計錄得68%下降(至3.06億美元),主要由於自2月初以來對所有內地入境人士實施強制隔離檢疫規定的影響。公司上半年中國內地新業務價5.94億美元,按固定匯率計錄得13%下降。在香港和內地以外的市場,集團業務在第一季錄得雙位數字的增長,但遏制傳播措施對第二季的新業務銷售造成重大影響。個別市場的遏制傳播措施在5月和6月放寬,當地的銷售出現令人鼓舞的復甦跡象,這包括友邦保險香港業務的本地客戶群。

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