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《大行報告》高盛:友邦(01299.HK)第三季業務價值高於預期5% 評級「買入」
阿思達克 11-03 09:42
高盛發表研究報告指,友邦(01299.HK)第三季新業務價值按年增長35%至9.94億美元,較該行及市場預期高出約5%,對其業務主要市場均實現強勁成長感正面。 高盛指出,由於高利潤保險產品需求強勁,加上長期儲蓄產品業務組合改善,以及傳統產品重新定價,帶動第三季利潤率持續改善,特別是危疾相關產品新業務價值貢獻呈現強勁的雙位數增長,反映富裕消費者需求具韌性。 該行預期將有助於消除投資者對中國業務增長前景的擔憂,未來將關注管理層對中港保障類型產品組合及利潤率、MCV銷售趨勢,以及中國業務拓展計劃,給予「買入」評級,目標價維持97元不變。
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