高盛:友邦保險(1299.HK)去年業績強勁 予買入評級
友邦保險(1299.HK)公佈去年度業績,高盛發表研究報吿指,友邦的業績表現非常強勁,2021財年新業務價值錄33.66億美元,按固定匯率計算按年升18%,較該行及市場預期為高,去年第四季度新業務價值按實質匯率計算按年升26%,高於該行預期,而營業利潤為64億美元,按固定匯率計算按年升6%,較該行預期為高,該行予其“買入”評級以及“確信買入”名單,目標價105港元。
友邦未來三年擬斥100億美元回購股份,該行認為,儘管過去兩年新保單銷售因新冠疫情而受到干擾,這表明了友邦具有強大的自由盈餘能力,2021財年達65億美元,又指很高興看到友邦所有市場均錄得新業務價值正增長,而新業務價值增長高於預期主要是由於香港的利潤增長超過預期以及馬來西亞的新保單銷售強勁。

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