大行評級|高盛:重申友邦保險“買入”評級 預計去年新業務價值增長穩固
高盛發佈研究報吿指,友邦保險下月中旬將公佈第四季及全年業績,認為集團新業務價值增長勢頭沒有變化,按實質匯率(AER)及按固定匯率(CER)計算,預料2024財年分別增長19%及20%屬穩固。該行又預料集團下半年税後營運利潤按年升14%,去年全年則料升8%。該行預料,集團2024財年下半年每股派息增5%,定期回購金額達7.63億美元,另外,該行預計今年將額外回購股票20億美元,以作為其持續定期審查,償還過剩資本的一部分。該行預計,2024財年總資本比率為245%,遠高於超過目標的200%。該行表示,集中關注內地增長前景,因集團第四季獲批得4間省級分公司,料於今年上半年開始營運。該行維持其目標價為94港元,重申其評級為“買入”。
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