《大行報告》中金料友邦(01299.HK)上半年實質匯率計新業務價值按年升27.5%
中金發表報告,預料友邦保險(01299.HK)上半年實質匯率計新業務價值按年升27.5%,並料息稅後營運利潤或按年跌3.2%至33億美元。
在香港業務方面,該行指,友邦次季期間內地旅客購買保險產品情況回復正常,料今年上半年相關業務對新業務價值的貢獻相當於2019年水平65%。但該行指不少短期遊客並不是潛在買家,這未來或會降低新價值業務與訪客數量之間的關聯性。
中金表示,將友邦今年每股盈測下調28%至0.5美元,明年則下調12%至0.64美元,並維持其目標價為108元,以及其評級為「跑贏行業」。(ca/w)
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