恒指升幅扩至330点 友邦(01299.HK)曾涨逾7%高见103元 首季新业务价值增幅胜预期大行维持看好
恒指午後在三大蓝筹保险股、石药(01093.HK)等药股、汇控(00005.HK)、创科(00669.HK)及手机股带动升幅扩至330点或1.2%,报28,049,成交额1,207亿元。
友邦保险(01299.HK)首季新业务价值增幅胜预期,该股扭三连跌,股价一举重越50天、百天、20天和10天线(98-98.9元)及重返「红底股」行列,最多涨7.1%高见103元,现造102.3元,回升6.4%,为表现第二强蓝筹,成交增至2,710万股,涉资27.5亿元。
友邦首季新业务价值录10.52亿美元(高於本网之前综合8间券商预测范围9.672-10.26亿美元上限),按固定汇率基准计按年升19%,按实质汇率计升25%(高於市场预期上限升幅22%)。期内,新业务价值利润率按年升5个百分点至61.6%;年化新保费按年增15%至17.03亿美元,总加权保费收入按年升10%至96.63亿美元。多间外资行季绩後维持友邦「买入」或「跑赢大市」评级,目标价介乎116-120元,其中瑞银指友邦首季新业务远胜预期,显示3月份呈快速增长,相信是产品销量增长(年化新保费升15%)及毛利率扩大所推动,确认该行对其毛利复苏预期观点,故将其目标价由115元,升至118元,重申「买入」评级。
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