Market Brief

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Author

王富榮先生 (Chris Wong)
助理經理

現任職輝立助理經理,對投資大中小型股票均經驗豐富,亦擅於以窩輪、牛熊證操作。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得
Phone:
3925 9299

友邦 01299.HK 東盟市場強勁復甦

Wednesday, December 16, 2020 Views5062

友邦公布截至今年 9 月底止第三季業績,第三季錄新業務價值按固定按年跌 28% 至 7.06 億美元,符合市場預期。第三季年化新保費按年減少
6% 至 13.59 億美元;新業務價值利潤率減少 15.6%至 51.6%。

集團新業務價值按季上升 22%;新業務價值利潤率增 0.2%;年化新保費增 21%。今年首三季新業務價值按固定匯率計算按年下跌 34% 至
21.16 億美元;年化新保費按年跌 19% 至 39.38 億美元;新業務價值利潤率跌 12.6% 至 53.4%。

集團在東盟市場有強勁復甦,第三季在新加坡及馬來西亞的新業務價值按季增長逾倍,並明顯高於去年同期水平,泰國亦同時錄得強勁的按季增長。

預料新冠疫情在疫苗推出後將有新局面,令傳統行業復甦,集團身為相關大型股份料有受惠。


買賣策略

收集 $85-88   目標 $100    止蝕 $80


本人王富榮為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之證券的所有相關財務權益。

 

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