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《大行報告》美銀證券:友邦(01299.HK)中期新業務價值遜預期 但指應聚焦長線增長前景
阿思達克 08-20 09:22
美銀證券發表報告表示,友邦保險(01299.HK)公布今年上半年按實質匯率計,新業務價值下跌38%,遜於該行原預期按年跌29%預期,主要是新業務價值利潤率減少11.1個百分點至54.4%,而期內年化新保費下跌24%。

該行指,友邦今年上半年業績疲弱,但市場早已預期會受到疫情拖累,並認為投資者應焦聚公司長線的增長,特別是中國內地市場,維持對其「買入」投資評級及目標價82.5元。

美銀證券表示,友邦旗下中國內地市場上半年新業務價值在總體新業務價值佔比達38%,雖然新業務價值按年跌15%,但貢獻最大比重。(wl/k)

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