《蓝筹业绩》友邦(01299.HK)去年少赚逾3% 新业务价值跌33%符预期 末期息100.3港仙
友邦(01299.HK)公布去年业绩,纯利按年倒退3.3%至57.79亿美元,介乎早前本网综合12间券商45亿美元至63.57亿美元的预测,并高於中位数53.65亿美元。每股盈利49.27美仙,宣派每股末期股息100.3港仙,全年合共派135.3港仙,多於2019年同期的126.6港仙。
去年友邦新业务价值按年倒退33%至27.65亿美元,介乎本网早前综合11间券商25.94亿美元至31.34亿美元之预测,低於预测中位数28.28亿美元。其中本港新业务价值(按实质汇率计)按年倒退66%至5.5亿美元,泰国新业务价值按年倒退5%至4.69亿美元,新加坡新业务价值按年倒退6%至3.3亿美元,马来西亚新业务价值按年倒退14%至2.22亿美元,中国内地新业务价值按年倒退17%至9.68亿美元,其他市场新业务价值按年倒退4%至5.14亿美元。以上变动按实质汇率计算。
友邦并公布,今年首两个月的新业务价值按年增长15%,首席执行官兼总裁李源祥表示,随着公司业务适应新常态和外出限制措施放宽,销售动力恢复并得以持续。随着严格的限制外出措施放宽,其他业务市场总体的销售动力於下半年表现非常正面,与去年上半年比较,其泰国、新加坡和马来西亚的业务在下半年录得新业务价值增长,於越南的业务及在印度的Tata AIA Life去年新业务价值亦按年录得双位数字增长。
友邦表示去年新业务价值利润率52.6%,低於2019年的62.9%。年化新保费按年减少21%至52.19亿美元。内涵价值按年增长5%至652.47亿美元。
友邦去年总收益按年意外增长6.6%至503.59亿美元,本网早前综合7间券商预测按年下跌4.9%至18.9%,至介乎383.06亿美元至449.06亿美元。期内友邦产生的基本自由盈余按年增长7%至58.43亿美元,自由盈余为135亿美元。
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