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《大行报告》大和:友邦(01299.HK)获批筹建四川分公司 料新业务价值可跑赢同业
阿思达克 11-03 09:20
就友邦保险(01299.HK)宣布,友邦中国已获中国银保监会批准,开始在成都筹建四川分公司,大和发表报告表示,此为友邦在内地第八个省的分公司,反映中国监管机构对友邦的信任及支持,相信友邦中国未来的新业务价值、税後营运溢利可跑赢同业。

该行指,四川省去年GDP增长8.7%,属经济高增长及人口众多的省份,具8,400万人口(总保费收入1,640亿人民币,寿险渗透率3.5%),相信友邦中国四川分公司新增潜在客户,会是集团目前在其他七省潜在客户目标的25%。

大和料友邦需要6个月时间筹建四川分公司,相信公司长期结构增长主题不变,重申对友邦「买入」评级。(wl/k)

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