《大行報告》大和料友邦(01299.HK)首季按固定匯率新業務價值按年增18%
大和發表研究報告,重申對友邦保險(01299.HK)「買入」評級,目標價145元,預測今年首季新業務價值(VONB)按固定匯率(CER)及實際匯率(AER)計算將分別按年增長18%及14%。
該行指出,本港與內地通關後內地來港旅客量回升,帶動公司市場份額提升,預測今年首季香港來自內地旅客(MCV)業務的VONB將恢復至2018年同期的約35%,而香港本地業務則預期出現較溫和增長,內地及東南亞業務按CER計料錄得高單位數增幅。
大和指,行業數據顯示友邦的MCV新業務反彈幅度明顯高於其主要競爭對手,相信同業需要一段時間才能重建其保險經紀網絡。
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