《大行報告》大摩料友邦(01299.HK)首季新業務價值按年跌19% 今年全年仍有正增長
摩根士丹利發表報告指,友邦保險(01299.HK)下周五(29日)將公布今年首季業績,受到內地市場的高基數,及香港爆發第五波疫情影響,預期集團首季新業務價值以固定匯率計按年下跌19%;若以實際貨幣計則料下跌21%,主要由於東盟國家貨幣兌美元按年貶值1%至8%。
不過,該行預期友邦今年全年新業務價值仍可錄得正增長,東盟市場估計會是亮點,其中泰國及印度市場的首年保單保費(APE)數據顯示增長仍穩固,預期此等市場會有更佳表現,料新加坡為持平、馬來西亞升5%及泰國升7%。
大摩維持對友邦股份「增持」評級及目標價124元。
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