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《藍籌業績》友邦(01299.HK)中期新業務價值升22%勝預期 中期息38港仙
阿思達克 08-17 08:28
友邦保險(01299.HK)公布截至今年6月30日止六個月的中期業績顯示,按固定匯率計算,新業務價值按年增長22%至18.14億美元,若按實質匯率計按年升29%勝預期(本網綜合8間券商預測,按實質匯率(AER)計友邦中期新業務價值料介乎16.69億至17.57億美元;中位數16.94億美元,按年上升20.1%);年化新保費增長13%至30.6億美元;新業務價值利潤率增加4.2個百分點至59%。 如按實質匯率計,新業務價值上升29%;年化新保費升19%;新業務價值利潤率增4.6個百分點。內涵價值權益為701億美元;內涵價值為682億美元,較截至2020年12月底止之數據上升29億美元。 友邦保險今年上半年總收益241.94億美元,按年上升23.04%。純利32.45億美元,按年升47.7%;每股盈利0.27美元;每股中期股息增8.6%至38港仙。稅後營運溢利31.82億美元,亦高於預期(綜合4間券商預測,友邦2021年中期稅後營運溢利料介乎30.49億至31.44億美元;中位數30.82億美元,按年升5.1%)。 集團首席執行官兼總裁李源祥表示,除香港(香港區新業務價值按固定匯率及實質匯率計均升2%)外,所有報告分部的新業務價值均超出2019年上半年疫情大流行前的水平,惟香港因持續實施旅遊限制,影響對內地訪港旅客的新業務銷售。友邦保險中國業務再度為集團新業務價值帶來最大貢獻,按相同基準計算錄得20%強勁的增長,中國內地新業務價值按實質匯率按年升24%(按固定匯率計升15%)。 他補充,預期香港以風險為基礎的新資本制度的相關規則將於2021年敲定,並預計集團監管資本狀況在此基準下仍維持非常強勁。
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