《藍籌業績》友邦(01299.HK)中期新業務價值實質匯率計按年升32%近預期上限 中期息增至42.29港仙
友邦保險(01299.HK)公佈截至今年6月底止中期業績,新業務價值(NBV)20.29億美元(下同),按固定匯率計按年升37%,按實質匯率升32%,對比本網綜合11間券商料友邦按實質匯率計中期新業務價值介乎18.8億至20.73億元,按年上升22.4%%至35%,近預期上限。
集團上半年純利22.5億元,按年升45.8%;每股盈利19仙。按國際財務報告準則稅後營運溢利32.72億元,按年跌2.4%。派每股中期息42.29港仙,按年增長5%,符合本網綜合3間券商預期的介乎42至43港仙,上年同期派40.28港仙。
期內,按固定匯率計,集團新業務價值利潤率50.8%。年化新保費按年增49%至39.84億元。
分部劃分的新業務表現方面,按固定匯率計,公司於內地上半年新業務價值6.01億元,按年增長14%;香港新業務價值升1.11倍至6.81億元;泰國新業務價值升28%至3.27億元;新加坡新業務價值升5%至1.73億元;馬來西亞新業務價值升10%至1.7億元;其他市場升8%至2.12億元。
上半年,公司透過股份回購計劃向股東返還20億元。截至6月底集團正進行的100億元股份回購計劃已回購5.51億股股份,總價值爲55.36億元,自2022年3月推出以來使已發行在外的股份數量減少5%。
友邦首席執行官兼總裁李源祥表示,上半年集團內涵價值權益達706億元,未計入股息及股份回購前,於上半年上升6%。友邦的資本狀況仍然非常強勁,於6月底自由盈餘爲163億元,而集團當地資本總和法覆蓋率則爲260%。
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