《大行報告》高盛料友邦(01299.HK)第二季增長將加快 重申「確信買入」名單
高盛發表報告表示,友邦保險(01299.HK)公布今年首季新業務價值錄10.52億美元,按固定匯率基準(CER)計新業務價值上升19%,按實質匯率計(AER)升25%,較該行原預期高出8%,相信主要受益於中國內地、馬來西亞市場銷售增長強勁、來自泰國市場產品毛利率按年強勁擴張所致。
該行料友邦今年第二季增長將會加快,並對友邦的產品組合改善,從以令毛利率提升感到欣喜,並估計公司於今年餘下時間毛利率可按年擴張,支持其新業務價值的表現。
高盛重申友邦「買入」投資評級及列入「確信買入」名單,維持目標價116元,此相於2022年預測股價對內含價值的2.2倍。
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