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《大行》大摩:友邦(01299.HK)中國業務受市場關注 評級「增持」
阿思達克 08-21 16:28
大摩發表研究報告指,友邦保險(01299.HK)中國業務正受到更多市場關注,主要是其持續實現復甦性基礎增長,同時利潤率也實現增長。管理層認為,中國市場有三大關鍵增長引擎,包括專業的高端代理商、銀行業務的差異和地理擴張,並在其網站上傳關於中國增長策略的AI影片示範。 該行指,在區域擴張方面,友邦保險中國在2022年上半年至2025年上半年新區域的新業務價值複合年增長率達到46%。受惠於其強勁的業績記錄、令人鼓舞的招聘趨勢以及良好的業績表現,管理層對公司充滿信心。該行予友邦目標價96元,評級「增持」。(ca/u) ~
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