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《大行報告》高盛:友邦(01299.HK)業績符預期 料下半年大部分市場新業務價值重返正增長
阿思達克 08-25 10:32
高盛發表報告表示,友邦保險(01299.HK)今年中期業績大致符合預期,因疫情影響了今年初各地區的業,包括中國部分城市曾「封城」,受內地業務影響下令集團今年上半年按固定匯率計新業務價值按年跌13%。 該行指,隨著面對面的銷售活動逐漸恢復後,估計友邦旗下新業務價值在6月份在大多數市場恢復了正增長,估計內地市場7月份新業務價值也出現正增長。 高盛表示,友邦旗下新業務價值利潤率在多個方面都超出該行的預期,這表明保障性產品銷售好於預期及費用超支較小。該行指從業績證明友邦保險經紀團隊的素質和分銷策略日益多元化,該行對友邦旗下大部分市場於今年下半年新業務價值重返正增長仍然有信心。該行維持友邦「買入」(「確信買入」名單)及目標價93元。
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