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大行評級|美銀:維持友邦“買入”評級 看好新興市場的正面增長前景及增加股東回報
格隆匯 04-30 11:12
美銀證券發表報吿指出,友邦首季新業務價值13億美元,以固定匯率計按年升31%,表現強勁,按實質匯率計升27%,增長主要受惠於中國內地業務及香港業務的表現(部分由於去年首季基數相對較低),至於該業務利潤有所改善,令友邦首季新業務價值利潤率由52.3%提高至54.2%。年化新保費按年升26%。該行認為,儘管友邦今年第二季的增長受去年同期基數較高的影響,但相信公司今年主要市場的整體趨勢仍然正面。友邦股價於去年業績披露後累跌超過25%,公司以強勁增長和新資本計劃迴應疲弱股價。該行維持對其“買入”評級,看好新興市場的正面增長前景,以及增加股東回報。目標價92.2港元。
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