高盛:友邦保险中国市场显示稳健增长 维持“买入”评级

智通财经
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智通财经APP获悉,高盛发布研报称,预计市场将对友邦保险(01299)2025年第一季度业务更新表现出正面反应,因新业务价值增长超出预期,尽管中国市场面临较高的基数效应。这一超出预期的表现反映中国香港市场增长优于预期,以及泰国和马来西亚的强劲增长。友邦还指出,新业务合约服务边际增长速度更快,这应为税后营运利润增长提供有利条件。高盛继续认为友邦的风险回报比具吸引力,维持“买入”评级,目标价90港元。...

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