友邦保险新增16亿美元回购计划,高增速与高股东回报并存

中信建投
20 Mar

核心观点2024年在去年同期高基数下公司各分部均实现强劲增长,年化新保费同比+14%,且得益于公司持续优化产品结构和设计,新业务价值率同比+1.9pct至54.5%,驱动公司价值增长。公司每股OPAT同比+12%,符合公司此前给出的2023-2026年每股OPATCAGR为9%-11%的指引。展望未来,公司代理人产能和人数的增长以及在中国内地四个省市获批筹建的分公司将有望带来庞大的增长潜力。而在...

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