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郭家耀:觀望外圍港股氣氛審慎 保誠(02378.HK)增長前景樂觀
阿思達克 05-20 09:02
港灣家族辦公室業務發展總監郭家耀稱,美股週一(19日)先跌後回升,大市受美國遭評級機構下調信貸評級影響,拖累道指一度跌幅超過300點,其後反覆回升,三大指數收市均錄得輕微升幅。美元表現受壓,美國十年期債息維持於4.44釐水平,金價低位反彈,油價走勢靠穩。港股預託證券普遍上升,預料大市早段跟隨高開。 內地股市昨日變動不大,滬綜指窄幅上落,收市上升不足1點,滬深兩市成交額亦保持清淡。 港股表現下滑,指數一度低見23,000點水平,其後受內地數據支持,大市跌幅收窄,整體成交繼續清淡。市場觀望外圍消息,大市氣氛保持審慎,預料指數繼續於23,000至24,000點水平徘徊。 另保誠(02378.HK)日前公佈第一季年度保費等值銷售額增長4%至16.77億美元;按傳統內含價值基準,新業務利潤按年增長12%至6.08億美元,符合公司預期全年度增長逾10%的指引;新業務利潤率提升2個百分點至36%。集團表示,期內香港市場取得新業務利潤雙位數增長,主要由於公司繼續受惠於去年的重新定價行動,業務量及利潤率提升,帶動本地及內地旅客市場雙雙取得增長;內地方面,合營企業「中信保誠人壽」新業務利潤按年錄得雙位數增長,主要受惠於公司調整產品組合以提升盈利能力、可持續發展及管理風險的舉措。保誠預期,由監管機構主導的代理人改革將有助推動行業內高質素代理的發展,對市場動態有正面影響,並認爲中國內地業務能夠成功適應相關改革。保誠擁穩健的償付能力,多渠道及多市場的品牌優勢,長遠業務增長仍然樂觀。 (筆者爲證監會持牌人仕,本人及相關人士沒持有上述股份)~
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