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《大行報告》摩通:友邦(01299.HK)首季新業務價值跌19%基本符預期 今年以來股價下跌為吸納機會
阿思達克 04-29 09:35
摩根大通發表研究報告指,友邦保險(01299.HK)披露首季經營數據,在Omicron變種病毒肆虐下,期內新業務價值按年跌19%,基本符該行預期(跌20%)。估計因代理生產力下降,銷售量及產品利潤率疲弱。該行建議在近期潛在弱勢加倉友邦,指未來12至24個月有三大催化劑,即東盟國家次季起重新開放,以及下半年起中國內地料重新開放,帶動自次季起新壽險銷售潛在復甦;美債息上行利好核心財務指標;以及在強勁資產負債表下增長及股東回報有額外上行空間。評級「增持」,目標價102元。 該行料友邦次季新業務價值按年轉升7%。本年至今友邦股價累跌2%,同期恆指跌14%,現估值相當於今年預測市涵率(P/EV)1.5倍,低於歷史均值的1.8倍,認為今年以來股價下跌為收集機會。
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