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《大行報告》富瑞:友邦(01299.HK)中期新業務價值高於預期 提供令人放心的資產披露
阿思達克 08-24 15:59
富瑞發表報告表示,友邦(01299.HK)中期新保費收入高於該行及市場原預期各16%及20%,雖然毛利率符合該行預期,但卻低於市場預期,新業務價值高於該行及市場原預期各13%及9%。 該行指,友邦提供了令人放心的資產披露,公司涉中國資產僅包括8億美元的地方政府金融工具(佔非面值和盈餘資產的0.7%)和11億美元的房地產債券和股票(佔非面值和盈餘資產的1%)。此外,友邦保險中國超過90%的固定收益賬簿分配給政府債券。 富瑞維持友邦「買入」投資評級及目標價102元。
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