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《大行報告》野村:友邦(01299.HK)第三季新業務價值勝預期
阿思達克 11-06 09:59
野村發表評級報告指,按實際匯率計,友邦(01299.HK)首九個月新業務價值按年升33%至30.23億美元。其中,第三季升34%至9.94億美元,勝該行預期,大致上因合作渠道表現較預期強勁。首九個月年化淨保費(ANP)按年升46%至59.22億美元(第三季升52%至19.38億美元),較預期高6%。 該行指,首九個月新業務價值利潤率按年跌5.2個百分點至51%,低於預期。而受到代理人業務及銀行保險所推動,第三季內地業務增長加速至逾20%(相對上半年增速為14%),好過預期的低十位數增長。該行給予友邦目標價為95.2元,維持其「買入」評級。(ca/u) ~
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