郭家耀:美利率不變符預期 友邦(01299.HK)展望續樂觀
港灣家族辦公室業務發展總監郭家耀稱,美股週三(7日)反覆造好,聯儲局一如預期維持利率不變,主席鮑威爾表示關稅影響對通脹影響短暫,刺激大市回升,三大指數均錄得升幅收市。美元走勢向好,美國十年期債息回落至4.26釐水平,金價及油價表現向下。港股預託證券走勢偏軟,預料大市早段跟隨低開。
內地股市昨日造好,人行出手支持經濟,加上中美進行貿易談判,利好大市氣氛,滬綜指高開高走,收市上升0.8%,滬深兩市成交額明顯增加。
港股昨日先升後回,人行落實減息降準,以及市場憧憬貿易戰有望緩和,帶動大市一度急升超過500點,指數重上23,000點水平,其後升幅顯着收窄,收市僅錄得輕微升幅,整體成交亦明顯增加。衆多利好消息落地,大市短期錄得不少升幅,投資者觀望貿易談判進展,預料指數在23,000點水平有較大阻力,下方支持在22,000點附近。
另友邦保險(01299.HK)日前公佈首季新業務摘要,期內新業務價值14.97億美元,按固定匯率及實質匯率計算,同爲上升13%。期內年化新保費26.17億美元;新業務價值利潤率爲57.5%,按固定匯率計算,分別增長7%及3個百分點;按實質匯率計算,則分別上升7%及3.3個百分點。友邦保險香港業務表現理想,新業務價值上升16%,主要受惠於集團在本地及中國內地訪客客戶羣實現的均衡增長。另外,若不計入經濟假設變動的影響,友邦保險中國業務的新業務價值按年上升8%。友邦表示,有信心實現每股稅後營運溢利自2023年至2026年的複合年均增長率9%至11%的目標;而近期宣佈的16億美元股份回購計劃已於4月14日展開,預期於三個月期間完成。集團指出,儘管資本市場波動及地緣政治局勢不明朗,但大量的私人儲蓄、不斷增長但日趨老化的人口、低水平的保險滲透率,以及有限的社會福利覆蓋,仍然爲亞洲帶來強勁的結構性增長動力,爲保險產品創造龐大需求。友邦業績表現理想,未來業務趨勢仍然良好,後市展望繼續樂觀。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.