《大行报告》高盛料友邦(01299.HK)第二季增长将加快 重申「确信买入」名单
高盛发表报告表示,友邦保险(01299.HK)公布今年首季新业务价值录10.52亿美元,按固定汇率基准(CER)计新业务价值上升19%,按实质汇率计(AER)升25%,较该行原预期高出8%,相信主要受益於中国内地、马来西亚市场销售增长强劲、来自泰国市场产品毛利率按年强劲扩张所致。
该行料友邦今年第二季增长将会加快,并对友邦的产品组合改善,从以令毛利率提升感到欣喜,并估计公司於今年余下时间毛利率可按年扩张,支持其新业务价值的表现。
高盛重申友邦「买入」投资评级及列入「确信买入」名单,维持目标价116元,此相於2022年预测股价对内含价值的2.2倍。
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