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郭家耀:港股有望挑戰24,800阻力 友邦(01299.HK)亞太市場充滿機遇
港灣家族辦公室業務發展總監郭家耀稱,美股週一(17日)繼續向好,大市早段低開後反覆回升,三大指數均錄得升幅收市。美元走勢偏軟,美國十年期債息回落至4.29釐水平,金價持續向好,油價大致靠穩。港股預託證券表現向上,預料大市早段跟隨外圍高開。 內地股市昨日向好,滬綜指收市上升0.2%,滬深兩市成交額則略爲減少。 港股表現持續強勢,指數一度高見24,300點水平,尾市升幅有所收窄,整體成交較前清淡。外圍表現反覆,港股繼續展現韌性,指數在24,000點較有支持,後市有望進一步挑戰24,800點阻力。 另友邦保險(01299.HK)日前公佈全年業績,期內盈利68.36億美元,按固定匯率計算,按年上升84%;派發末期股息每股130.98港仙,按年上升10%,全年股息總額爲每股175.48港仙,增加9%。友邦去年新業務價值47.12億美元,按固定匯率計算,按年增長18%;年化新保費按年上升14%至86.06億美元;新業務價值利潤率爲54.5%,按年上升1.9個百分點。期內,內涵價值營運溢利100.25億美元,上升19%;內涵價值營運回報爲14.9%,較2023年上升2個百分點;稅後營運溢利66.05億美元,上升12%。2024年友邦保險香港業務的新業務價值17.64億美元,按年增長23%;新業務價值利潤率65.5%,按年上升8個百分點。中國內地的新業務價值爲12.17億美元,按年上升20%;新業務價值利潤率56.1%,按年升4.8個百分點。亞太市場充滿發展機遇,市場滲透率仍低,驅動人壽和健康保險的需求增長,依賴於市場領先的技術、數字化能力和先進的分析,友邦擁有良好競爭優勢,捕捉未來機遇。 (筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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