瑞银发表报告，预计友邦保险(01299.HK) 首季以固定汇率计算新业务价值按年增长8.5%，除中国内地以外市场均实现增长。
当中，香港市场以固定汇率计算新业务价值预计实现双位数增长，主要由代理渠道推动。内地市场则预计录得单位数跌幅，原因包括利润率压力及高基数效应。
另外，报告指，友邦4月14日启动的16亿美元回购计划预计在3个月内完成，平均每日回购金额2,600万美元，相当于30天日均成交量的7.9%，与此前120亿美元回购计划的力度一致。原计划该16亿美元回购将于2025年底完成，加速回购步伐显示集团在市场波动中重视股东利益。该行预计友邦2025年总股东回报率为6.5%，包括股息收益率3.4%，回购收益率3.1%。
因应宏观环境变化，瑞银将友邦2025年税后净利润和内涵价值预测分别下调3%和4%，目标价从91元下调至88元。评级“买入”。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-16 16:25。)
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