大行評級|美銀:友邦保險第三季新業務價值增速超預期 重申“買入”評級
美銀證券發表報吿,友邦保險第三季新業務價值按年上升17%,增速超出預期。所有主要市場在第三季均錄得按年正增長,主要由香港業務以及代理與銀行保險渠道所帶動,認為友邦增長勢頭依然穩健,重申“買入”評級,目標價92.2港元。報吿提到,內地第三季以固定匯率計算的新業務價值按年增長9%,友邦在8月開始更專注於利潤較低的分紅產品,相信在低利率環境下,分紅產品將成為明年的重點。較早時,友邦獲監管部門批准在安徽省及山東省籌建分公司,美銀認為,雖然不會期待新市場會有即時貢獻,但對公司的穩定擴展速度感到樂觀。至於香港方面,友邦第三季度新業務價值按年增長24%,當中內地訪客業務增長20%,增速超出預期,因去年同期比較基數不低。
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