You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《季績前瞻》券商料友邦(01299.HK)首季新業務價值按實質匯率計升一成 聚焦營運指引
阿思達克 04-20 15:39
盛及瑞信均料友邦保險(01299.HK)將於下周四(27日)港股開市前公布今年首季度新業務摘要,受惠內地重啟經濟開放、遊客保險銷售恢復及東盟市場低基數效應所帶動,本網綜合4間券商預測,友邦2023年首季新業務價值(NBV)料介乎9.44億至9.79億美元,較2022年首季8.53億美元,按實質匯率(AER)計增加10.7%至14.8%,中位數9.63億美元,按年增加12.9%。 高盛指,關注友邦涉本港及內地的業務產品組合,基於內地本土壽險投保人自2020年以來對保障性產品需求平淡,該行將留意業績公布中有關內地遊客來港投保的產品組合及新業務價值比率的評論。該行亦會關注內地業務本身的新業務價值,以及基於年化新保費及新業務價值增長影響的新業務價值比率變動。 【受惠重新開放 聚焦營運指引】 高盛預期,友邦首季新業務價值9.79億美元,按固定匯率(CER)計按年升20%,按實質匯率(AER)計按年升14.8%,受本港業務中內地遊客銷售恢復及東盟市場低基數效應推動,內地市場新業務價值則料錄單位數增長(按固定匯率(CER)計按年升7%)。該行指友邦首季旗下本港地區新業務價值(按固定匯率(CER)增長59%,料內地遊客部分貢獻1億美元新業務價值,為2018年財年同期的三至四成。 瑞信預測友邦今年首季新業務價值按實質匯率(AER)計升11%至9.44億美元。該行指,友邦內地首兩個月新業務價值上升,3月增速隨經紀活動恢復加快。該行料友邦內地首季新業務價值升7%。本港方面,友邦首季新業務價值料按年升逾45%,料受到內地遊客積累需求及市場推廣帶動。該行預計來港的內地遊客年化新保費於首季達9,800萬美元,基於0.8%滲透率及每張保單總值較新冠疫情增長50%。該行亦預計東南亞及海外市場業務首季新業務價值將錄高單位數增長。 美銀證券預期,友邦首季新業務價值按實質匯率計按年升12%至9.53億美元,受內地遊客業務恢復及其他主要市場增長推動。在香港2月全面恢復重啟下,相信今年首李內地遊客新業務價值未反映全部業務潛力。該行又指,友邦內地新業務價值在今年首月下跌,情況已在2月扭轉,總計首兩個月錄增長。基於同業業務在3月改善,預計友邦旗下內地業務動力在3月維持,估計首季度新業務價值按年升7%。 ---------------------------------------- 本網綜合4間券商預測,友邦2023年首季新業務價值(NBV)料介乎9.44億至9.79億美元,較2022年首季8.53億美元,按實質匯率(AER)計增加10.7%至14.8%,中位數9.63億美元,按年增加12.9%。 券商│2023年首季新業務價值預測(按實質匯率(AER)計)│按年變幅 高盛│9.79億美元│+14.8% 大和│9.73億美元│+14.1% 美銀證券│9.53億美元│+11.7% 瑞信│9.44億美元│+10.7% 按友邦2022年首季新業務價值8.53億美元計
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account