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《大行报告》美银证券:友邦(01299.HK)中期新业务价值逊预期 但指应聚焦长线增长前景
阿思达克 08-20 09:22
美银证券发表报告表示,友邦保险(01299.HK)公布今年上半年按实质汇率计,新业务价值下跌38%,逊於该行原预期按年跌29%预期,主要是新业务价值利润率减少11.1个百分点至54.4%,而期内年化新保费下跌24%。

该行指,友邦今年上半年业绩疲弱,但市场早已预期会受到疫情拖累,并认为投资者应焦聚公司长线的增长,特别是中国内地市场,维持对其「买入」投资评级及目标价82.5元。

美银证券表示,友邦旗下中国内地市场上半年新业务价值在总体新业务价值占比达38%,虽然新业务价值按年跌15%,但贡献最大比重。(wl/k)

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