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大摩:友邦(1299.HK)第三季業績表現具韌性 予增持評級
格隆匯 11-19 17:02

摩根士丹利發表報吿表示,友邦保險(1299.HK)第三季業績表現出韌性。儘管有疫情,但友邦保險的新業務價值(不包括中國)按季上漲。在香港,由於中港兩地的邊境仍然關閉,友邦保險已將重點轉移到發展本地業務,其新業務價值在今年首9個月已經按年有增長。

該行指,新冠肺炎所帶來的壓力在第3季後逐漸緩解。亞洲的大多數市場(香港/中國除外)正在採取與肺炎共存的新策略,並已開始逐步開放,例如新加坡、馬來西亞、泰國甚至菲律賓。儘管香港重新開放邊境可能需要一些時間,管理層相信內地訪港遊客(MCV)業務將在旅行後恢復。該行予友邦目標價130港元及“增持”評級。

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