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大行評級|海通國際:予友邦保險“優於大市”評級 新業務價值持續高增長
格隆匯 08-28 10:36
海通國際發表研究報吿指,以固定匯率計,友邦保險上半年新業務價值(NBV)按年增長25%,其中次季NBV升14.8%;年化新保費(ANP)按年增17%;税後營運溢利升7%;淨利潤增53%。該行指出,友邦各地區的NBV中,主要分部及渠道均錄得NBV正增長,當中香港是集團內的最大貢獻地區,上半年佔比達33%。該行預計,受惠於本地客羣的恢復,今年下半年香港區應會持續取得高增長。該行表示,隨着友邦於內地新分公司的發展及香港地區的強勁增長,看好集團表現的進一步提升。該行認為目前估值偏低,安全邊際高,且NBV持續高增長,予其目標價87.43港元,評級“優於大市”。
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