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《大行報告》中金料友邦(01299.HK)明年首季新業務價值迎來增長拐點 料明年次季增34%
阿思達克 11-09 09:21
中金近日發表報告,認為友邦保險(01299.HK)長期增長前景依舊穩健,近期股價回調將提供進場機會,該行預計友邦明年第一季迎來新業務價值增長拐點,為增速高點。如果今年年底到明年年初中國香港和中國大陸通關且全球疫情大幅緩解,該行預計公司在明年首季新業務價值按年增長14%,主要增長驅動力為中國香港和大陸市場。該行維持對友邦「跑贏行業」評級和目標價95元不變。

該行亦估計友邦可於明年第二季公司新業務價值按年大幅增長34%,為2019年第一季以來季度增速高點,主要增長驅動力為中國香港和東南亞市場。該行估計大陸遊客貢獻的中國香港地區新業務價值可能需要至少兩年才能恢復到2019年的水平。但從新業務價值增量貢獻的角度來看,大陸遊客的恢復是推動2021年公司新業務價值增速的重要驅動因素之一。

中金,預計友邦未來五年新市場擴張對友邦中國新業務價值增速平均有每年5個百分點的貢獻。該行認為未來10年公司每年有望在內地擴張到1-2個新的省份。隨著友邦進入中國大陸更多區域,預計公司將較此前更重視中國大陸業務的增長速度,體現為鼓勵代理人銷售更多的儲蓄型產品、加快代理人招募速度。

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