《業績前瞻》券商料友邦(01299.HK)中期新業務價值按年增26%
友邦保險(01299.HK)將於下週四(24日)公佈今年中期業績,受惠於香港離岸業務的復甦,本網綜合10間券商,料友邦按實質匯率(AER)計2023年中期新業務價值介乎18.8億美元至20.73億美元,較2022年同期15.36億美元,按年上升22.4%%至35%;中位數19.39億美元,按年升26.2%。
匯證及高盛一致預期其派發中期每股股息43港仙,較2022年同期40.28港仙,按年上升6.8%。市場普遍關注友邦新業務價值(包括越南市場會否承壓)、企業價值和股息紅利增長及正在進行的股票回購計劃。
【受惠香港業務復甦 新業務價值增長】
匯豐研究報告表示,料友邦2023年上半年新業務價值按年升30.5%至20億美元,受惠於香港離岸業務的復甦,料本港業務新業務價值按年升107%至6.68億美元,估計中國內地業務新業務價值按年升16%至6.54億美元,料馬來西亞、新加坡及泰國業務新業務價值按年各跌1%、升7%及升5%。
高盛料友邦2023年上半年新業務價值按年升27.4%至19.57億美元,估計本港業務新業務價值按年升103%至6.54億美元、料內地業務新業務價值按年升17%至5.98億美元,估計泰國、新加坡及馬來西亞新業務價值按年各升17%、12%及6%。
野村發表研究報告表示,因內地重開令其業務在內地及香港均呈強勁反彈,料友邦上半年按實質匯率計新業務價值按年升24%,按固定匯率(CER)計升29%。該行認爲,隨着年初兩地跨境重開後,內地客對香港保險被壓抑需求釋放,料香港上半年新業務價值按年勁升57%至5.08億美元。
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本網綜合10間券商,料友邦按實質匯率(AER)計2023年中期新業務價值介乎18.8億美元至20.73億美元,較2022年同期15.36億美元,按年上升22.4%%至35%;中位數19.39億美元,按年升26.2%。
券商│2023年中期新業務價值預測(美元)│按年變幅
瑞信│20.73億元│+35%
匯豐研究│20.04億元│+30.5%
花旗│19.81億元│+29%
中金│19.58億元│+27.5%
高盛│19.57億元│+27.4%
美銀證券│19.2億元│+25%
大和│19.2億元│+25%
野村│19.1億元│+24.3%
里昂│18.96億元│+23.4%
交銀國際│18.8億元│+22.4%
按友邦2022年中期新業務價值15.36億美元計
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匯證及高盛預期友邦派發2023年每股中期股息均43港仙,較2022年同期40.28港仙,按年上升6.8%。
券商│2023年中期股息預測(港元)│按年變幅
匯豐研究│43港仙│+6.8%
高盛│43港仙│+6.8%
按友邦2022年每股中期息股40.28港仙計
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