恆指升幅擴至330點 友邦(01299.HK)曾漲逾7%高見103元 首季新業務價值增幅勝預期大行維持看好
恆指午後在三大藍籌保險股、石藥(01093.HK)等藥股、匯控(00005.HK)、創科(00669.HK)及手機股帶動升幅擴至330點或1.2%,報28,049,成交額1,207億元。
友邦保險(01299.HK)首季新業務價值增幅勝預期,該股扭三連跌,股價一舉重越50天、百天、20天和10天線(98-98.9元)及重返「紅底股」行列,最多漲7.1%高見103元,現造102.3元,回升6.4%,為表現第二強藍籌,成交增至2,710萬股,涉資27.5億元。
友邦首季新業務價值錄10.52億美元(高於本網之前綜合8間券商預測範圍9.672-10.26億美元上限),按固定匯率基準計按年升19%,按實質匯率計升25%(高於市場預期上限升幅22%)。期內,新業務價值利潤率按年升5個百分點至61.6%;年化新保費按年增15%至17.03億美元,總加權保費收入按年升10%至96.63億美元。多間外資行季績後維持友邦「買入」或「跑贏大市」評級,目標價介乎116-120元,其中瑞銀指友邦首季新業務遠勝預期,顯示3月份呈快速增長,相信是產品銷量增長(年化新保費升15%)及毛利率擴大所推動,確認該行對其毛利復甦預期觀點,故將其目標價由115元,升至118元,重申「買入」評級。
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