高盛发表研报指,友邦(01299.HK) 2024财年第四季销售额略低于预期,导致新业务价值(VONB)按年增长率放缓至8%。但全年VONB增长依然强劲,实质汇率及固定汇率基准按年增长率分别为17%及18%,达到47亿美元,略低于该行及市场预期的48亿美元,主要受到所有主要市场区隔双位数增长的推动。
高盛提及,友邦新一轮股票回购计划总额为16亿美元,低于该行预期的20亿美元,这可能受到12月中国内地债券收益率急剧下降的影响,导致所需资本按年增加13%。该行将友邦H股目标价定于94港元,给予“买入”评级。(js/w)
(港股报价延迟最少十五分钟。沽空资料截至 2025-03-13 16:25。)
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