大行評級|花旗:維持友邦保險“買入”評級及目標價99港元
花旗發表報吿表示,友邦保險公佈2024年上半年業績穩固,今年第二季新業務價值、內含價值、合約服務邊際(CSM)和税後盈利在內的所有方面均表現温和,2024年上半年新業務價值按固定匯率(CER)計按年升25%,按實質匯率(AER)升21%至24.55億美元,主要得益按CER/AER計算的利潤率年各增3.3個百分點及3.1個百分點,各至53.9%及50.8%。扣除股息和股份回購因素後,企業價值按半年小幅上升1.2%至682億美元,比市場原預期高出2%。花旗指,友邦表示每股税後營運溢利自2023年至2026年的複合年均增長率目標為9%至11%,該行維持對友邦“買入”評級及目標價99港元。
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