《大行報告》高盛:友邦(01299.HK)中績勝預期 續列確信買入名單
高盛發表研究報告,指友邦保險(01299.HK)中期業績勝預期,上半年所有市場均錄強勁新業務價值增長,除香港外均超越2019年上半年水平。除銷售復甦及開支減省外,該行留意到友邦產品組合轉移至保障類產品,現佔新業務價值逾60%;東盟市場強勁銷售復甦及毛利擴張,支持強勁業績。
該行相信這反映友邦強勁分銷能力及保障類產品牽動多元化增長模型具韌性。因此,即使Delta變種病毒株或干擾下半年復甦步伐,但該行仍有信心友邦可跨越挑戰,創造強勁價值,維持「買入」評級,並列入確信買入名單,目標價維持113元,等待今日分析員會議後獲得更多資料。
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