《大行报告》高盛:友邦(01299.HK)上季东盟市场强劲复苏 维持「确信买入」名单
高盛发表报告指,友邦(01299.HK)今年第三季新业务价值为7.06亿美元,符合市场预期的7.12亿美元,并优於该行预期的6.7亿美元,虽然按年计大跌28%,但意味按季增长22%,主要是受到年化新保费按季强劲上升24%所推动。
该行表示,集团在东盟市场有强劲复苏,第三季在新加坡及马来西亚的新业务价值按季增长逾倍,并明显高於去年同期水平,泰国亦同时亦录得强劲的按季增长,表现远优於该行估计的第三季及下半年录得双位数下跌。至於中国业务表现则较预期疲弱,因保障产品的需求尚未提升。
高盛维持友邦於「确信买入」名单,目标价85元。
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