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《大行報告》匯豐研究:友邦(01299.HK)股價已反映今年新業務價值強勁 重申「持有」評級
阿思達克 02-18 14:22
匯豐研究發表報告指友邦(01299.HK)將於3月中公布全年業績,預期新業務價值為28.3億美元,按年跌32%,年化保費收入為52.4億美元,按年跌20%,新業務利潤率由2019年63.1%跌至2020年53.9%,主因產品組合改變;內含值為660億美元,按年增7%。稅後經營溢利料升4%至59.5億美元,全年料派息每股1.33元,按年增5%。

該行指,市場聚焦公司新業務價值展望、新業務價值放慢的原因、未來中國內地經營牌照的範圍及業務建設的進展、香港在岸和離岸市場發展、會否考慮增加印度合營的股權等。

該行指,友邦股價已反映今年新業務價值強勁,維持「持有」評級,目標價94元。

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