大摩:香港寿险商第四季增长料趋正常化 核心本地客户需求稳定

格隆汇
Sep 10
摩根士丹利发表报告指,香港寿险商上半年增长保持完好,分化加剧。上半年香港寿险公司新业务价值(VNB)普遍上升,但基本增长驱动因素出现明显分化。客户、产品及渠道组合的差异,导致整体销售增长与价值创造之间的差距扩大。展望未来,大摩料短期增长放缓,第四季料趋正常化。该行预期在岸需求将继续是香港新业务的主要增长动力,受核心本地客户的稳定需求、现有客户渗透加深及新香港居民的强劲贡献支持。

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