《業績前瞻》券商料友邦(01299.HK)中期新業務價值按年增近26% 受惠港業務復甦(更新)
友邦保險(01299.HK)將於明天(24日)公布今年中期業績,受惠於香港離岸業務的復甦,本網綜合11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19.31億美元,按年升25.7%。
綜合3間券商料友邦派發2023年每股中期股息42至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(包括內地、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】
摩根大通報告表示,料友邦2023年上半年新業務價值按年升25.7%至19.31億美元,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66%至5.53億美元,估計中國內地業務新業務價值按年升27%至7.16億美元,料內含價值按年升3%,估計每股中期派息42港仙。
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%。該行認為,隨著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。
----------------------------------------------------
本網綜合11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19.31億美元,按年升25.7%。
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%
摩根大通│19.31億元│+25.7%
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
----------------------------------------------------
綜合3間預期友邦派發2023年每股中期股息42至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%
摩根大通│42港仙│+6.8%
按友邦2022年每股中期息股40.28港仙計
(ta/w)
~
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.