摩根士丹利的研究报告指，料友邦(01299.HK) 首季新业务价值(按固定汇率)升6.9%，主要受到平均资本回报率(APE)增加7.3%及毛利持平在54.2%的支持。该行相信，放缓属暂时性，并持续估计新业务价值增长今年上半年及全年均增长12%，认为公司估值吸引。该行予公司目标价81元，评级“增持”。
该行指，内地拖累增长，受假设变更影响，新业务价值料跌8%，但预测可比基准将实现增长，并预计今年全年新业务价值增长约为10%。该行另料，泰国的新业务价值增长可达28%，主要受到新业务保费增长和利润率扩大的推动。香港在疫情后有望创下历史新高，实现增长13%。(vc/w)
(港股报价延迟最少十五分钟。沽空资料截至 2025-04-17 12:25。)
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