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友邦半年賺112.6億增1成 @ 2012-07-28T03: Back Hot News
Keyword:友邦
Concept:亞洲增長 , 半年業務
以友邦近日積極競投競爭對手出售的亞洲區業務及資產看來,預期集團有意擴大於區內的保險業務市占率,亞洲區的保險業務增長速度較其他地區快,而大部分的亞洲國家都處於發展中的階段,保險市場以及產品的成熟度較低,對於推動盈利增長有利。
受歐債危機續惡化影響,近期環球大市及匯率走勢欠佳, 外圍投資環境雖不明朗,但友邦保險(1299)投資歐洲比例極低,對業績影響較小,料上半年盈利及帳面資產淨值有雙位數增長。至於下半年,因已有不少主要競爭者退出競購荷蘭國際集團(ING)出售的旗下亞洲壽險業務,友邦並購成功率大增,結果將於本月分曉,若成功收購,可續擴大該集團地域性業務,因ING亞洲業務遍及韓國、日本及馬來西亞等經濟強國,料將大升該集團利潤水平。該股股價近期約於26元整固,下跌風險有限,如有好消息刺激,本月將有不俗表現。建議26元買入,上望29元,跌破24元止蝕。

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