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《藍籌業績》友邦(01299.HK)第三季新業務價值跌28% 符預期
阿思達克 11-09 08:30
友邦保險(01299.HK)公布截至今年9月底止第三季業績,第三季錄新業務價值按固定匯率計算按年跌28%至7.06億美元,符市場預期(本網綜合5間券商預測,按固定匯率計,友邦今年第三季錄得新業務價值介乎6.66億美元至7.4億美元,按年下跌25%至32%,中位數7億美元按年跌29%)’若按實匯率計新業務價值按年亦跌28%。年化新保費按年減少6%至13.59億美元;新業務價值利潤率減少15.6個百分點至51.6%。

友邦第三季集團總加權保費收入按年升7%至87.97億美元。至於按季比較及固定匯率計,集團新業務價值上升22%;新業務價值利潤率增0.2個百分點;年化新保費增21%。

友邦今年首三季新業務價值按固定匯率計算按年下跌34%至21.16億美元;年化新保費按年跌19%至39.38億美元;新業務價值利潤率跌12.6個百分點至53.4%;總加權保費收入按年升6%至257.23億美元。若按實質匯率計算,首三季錄得新業務價值按年跌35%。

集團首席執行官兼總裁李源祥表示,友邦業務所在的多個市場,在遏制2019冠狀病毒病傳播措施相繼放寬後,疫情仍受到有效控制。雖然在部分市場以遙距方式完成保單銷售仍佔新業務的很大比例,集團普遍看到由面對面會議促成的保單銷售比率回升。友邦中國最近獲中國銀行保險監督管理委員會批復,開始籌建四川分公司。這將是集團在中國西部的首家分公司,亦是拓展友邦中國地域覆蓋鴻圖大計的第一步。

他又指,鑑於許多國家的2019冠狀病毒病感染個案持續上升,加上政治及貿易局勢依然緊張,中期前景仍高度不明朗。然而,在亞洲區內財富增長、保險滲透率偏低及社會福利保障有限等結構性因素帶動下,長遠來說,對友邦保險產品和服務的需求將會持續增長。

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