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《大行報告》花旗微升保誠(02378.HK)目標價至149.59元 首季內地訪客市佔稱冠
阿思達克 06-02 15:51
花旗發表研究報告指,保誠(02378.HK)在中港重新開放和香港重見離岸銷售的支持下,其本港業務於今年第一季按年增長326%。首季集團的香港APE(首年標準保費)市場份額從2022年第一季的5%增加到13%,而公司在其中的離岸市場份額(內地訪客市場)佔27%,市佔率居首(友邦市佔24%居次),而2018年同期則約為20%。與疫情之前的趨勢一致,與同行相比,集團擁有更大的離岸、代理和經常性保費組合。然而,每張保單的平均保費已增加,反映了較高的初始跨境儲蓄流量。 報告援引保監局數據指已印證該行對2023年香港APE的樂觀預測,其預測比市場共識高45%,並指相信首季本港的離岸業務已回復甚至高於疫情前的水平。 該行將其2023至25年的APE和NBP預測上調2%至4%,推動了期內每股盈測增長約0.5%,估值提升約1%,其目標價由148.46元上調至149.59元,重申「買入」評級。
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