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《大行報告》高盛:友邦(01299.HK)上季東盟市場強勁復甦 維持「確信買入」名單
阿思達克 11-09 14:23
高盛發表報告指,友邦(01299.HK)今年第三季新業務價值為7.06億美元,符合市場預期的7.12億美元,並優於該行預期的6.7億美元,雖然按年計大跌28%,但意味按季增長22%,主要是受到年化新保費按季強勁上升24%所推動。

該行表示,集團在東盟市場有強勁復甦,第三季在新加坡及馬來西亞的新業務價值按季增長逾倍,並明顯高於去年同期水平,泰國亦同時亦錄得強勁的按季增長,表現遠優於該行估計的第三季及下半年錄得雙位數下跌。至於中國業務表現則較預期疲弱,因保障產品的需求尚未提升。

高盛維持友邦於「確信買入」名單,目標價85元。

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