《大行報告》摩通下調友邦(01299.HK)次季新業務價值預測至7億美元
摩根大通發表研究報告,指該行正觀察包括中國內地在內的亞洲市場本地重新開放的情況,注意到本月起上海的銷售代理可就壽險銷售進行面對面的會談。上海及北京去年爲友邦(01299.HK)內地業務貢獻了36%的保費收入,而該兩個城市於過去三個月「封城」令業務重大中斷,惟相信中國內地業務將於下半年具復甦潛力及迎來業務擴張。
東盟方面,該行預期隨着各城市全面重新開放,金融市場將迎來波動;香港方面,則對友邦香港今個財年的銷量及毛利作出微調,以反映首季銷售數據。該行將友邦次季新業務價值預測,按實質匯率(AER)計算,由原來的8.12億美元下調至7億美元,意味着次季新業務價值按年下跌8%,上半年跌14%至15.53億美元。摩通予友邦「增持」評級,目標價102港元。
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