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《大行报告》摩通料友邦(01299.HK)今年新业务价值可升30% 内地业务扩展可成催化剂
阿思达克 04-12 14:30
摩通发表研究报告指正就友邦(01299.HK)的2020年业绩数字更新其财务预测,以及估算2023年的预期。公司将於5月公布首季营运数字,预期新业务价值录16%增长,年保费收入增长为15%,新业务价值利润率为57%。

该行指,虽然上述数字正面,但料市场对此反应不大,因公司於3月业绩时,亦有透露首两个月表现,故相信下一个催化剂将是内地业务扩张的消息。

该行下调今年新业务价值预测至36亿美元,低於原先预测39亿美元7%,因料亚洲各地的产品利润率复苏缓慢,而东盟国家业务因疫情重新活跃而受影响。该行料全年新业务价值增长30%,年保费收入增长18%,新业务价值利润率略改善至53%。

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