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《大行報告》高盛料友邦(01299.HK)次季新業務價值6.93億美元 按實際匯率計按年跌9%
阿思達克 08-16 11:10
高盛發表研究報告指出,友邦(01299.HK)將於下週四(25日)公佈上半年業績,該行預期公司第二季新業務價值6.93億美元,按固定匯率及實際匯率計分別按年跌5%及9%,意味着較第一季按年跌18%及19%有所收窄,主要由於疫情後澳門銷售貢獻及東盟市場的銷售復甦所推動。但內地方面,因受疫情影響及儲蓄產品比重更高,料銷售保持疲弱。 該行指出,除了友邦的新業務價值外,還關注利率上升與信貸息差擴闊的影響、公司債券組合的資產質量披露,以及股息增長。該行預期友邦中期息將按年增長約7%,較經營溢利預測增長4%還要高。但對其上半年純利增長預測下調11%;2022至2024財年賬面價值預測下調7%,內含價值預測下調6%至7%。目標價由95元降至93元,維持「買入」評級,亦位於確信買入名單。
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