《大行报告》汇丰研究:友邦(01299.HK)股价已反映今年新业务价值强劲 重申「持有」评级
汇丰研究发表报告指友邦(01299.HK)将於3月中公布全年业绩,预期新业务价值为28.3亿美元,按年跌32%,年化保费收入为52.4亿美元,按年跌20%,新业务利润率由2019年63.1%跌至2020年53.9%,主因产品组合改变;内含值为660亿美元,按年增7%。税後经营溢利料升4%至59.5亿美元,全年料派息每股1.33元,按年增5%。
该行指,市场聚焦公司新业务价值展望、新业务价值放慢的原因、未来中国内地经营牌照的范围及业务建设的进展、香港在岸和离岸市场发展、会否考虑增加印度合营的股权等。
该行指,友邦股价已反映今年新业务价值强劲,维持「持有」评级,目标价94元。
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