Rong Hui Finance: financial stocks rebounded sharply with the steady flow of funds preferred AIA hot column shares thousands of stocks the latest Rating Rating diagnosis simulated trading client Sina Finance client: the most profitable investors in Hong Kong stocks through market mechanism level2 cards into the year of the monkey, Hong Kong is still full of challenges. Although only 2 trading days last week, the Hang Seng Index, China and red chip index plummeted 5%, respectively, 6.8% and 4.5%. Looking forward to the beginning of this week, Hong Kong stocks have the opportunity to have a technical rebound. Last Friday, global hedge sentiment gradually cooled, international financial stocks rebounded sharply, some analysts believe that robust investment optional international insurance (01299.HK). AIA announced third quarter ended August 31st, according to a fixed exchange rate, new business value of $552 million, the annual increase of 25%; the value of new business profit growth rate of 8.4 percentage points to 57.7%; new annualized premiums of $936 million, up 7%; the total weighted premium income was $4 billion 846 million, increasing 7%. In the case of real exchange rates, the former two increased by 18% and 8.9 percentage points respectively, while the latter 1% and 2% respectively. Quarterly new business value is calculated at the real exchange rate, with the market expected to grow by only 15%. The first 9 months of this year, according to a fixed exchange rate, new business value of $1 billion 510 million, the annual increase of 25%; the value of new business profit margin of 52.7%, an increase of 5.3 percentage points; annualized new premiums rose 12% to $2 billion 814 million; the total weighted premium income was $14 billion 479 million, increasing 10%. AIA’s performance brings upward momentum. AIA third quarter of 2015 recorded a strong performance, the value of new business (NBV) an increase of 25% (according to the fixed exchange rate calculation,) or by 21% (calculated in real exchange rate). The third season, in addition to outside South Korea, NBV regions showed double-digit growth, China and Hongkong was particularly strong, Malaysia, Indonesia, Australia, Philippines and Vietnam are also ideal performance. AIA will announce its performance next Thursday (25), and expect continued growth in the fourth quarter, bringing momentum for stock prices. Morgan Stanley predicts that in the Hongkong and China market, AIA’s fourth quarter NBV is up 20%, and NBV is expected to increase by 20% throughout the year. The bank maintained AIA’s "overweight" investment rating, with a target price of HK $56. This month the beginning of AIA shares plunge, mainly involved UnionPay will strictly enforce the people outside the mainland to insure the UnionPay card, each transaction limit is $5000. However, several lines are considered the influence of AIA actually slightly, because most AIA policies are staging for pay (rather than a full payment), the price has affected slightly, believe that excessive reflect the news. Goldman pointed out that affected by the measure of the policy, only a total of 11% plus market AIA, with UnionPay cards in the overseas insurance mainland accounted for only a small part, the estimated impact of measures on AIA NBV only 2%. Leon, Citigroup, Merrill Lynch, Credit Suisse, UBS, Deutsche Bank, JPMorgan Chase, AIA were given target price of 62.94 yuan and 60 yuan, 58 yuan, 57.5 yuan, 56.5 yuan, 5 on

融慧财经:随金融股大幅反弹 稳健首选友邦 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端 新浪财经客户端:最赚钱的投资者都在用 港股level2行情 翻看机构底牌   踏入猴年,港股仍然充满挑战。虽然上周只有2个交易日,恒指、国指及红筹指数,分别急跌5%、6.8%及4.5%。展望本周初,港股有机会出现技术性反弹。上周五环球避险情绪逐渐降温,国际金融股大幅反弹,有分析认为稳健投资可选友邦保险(01299.HK)。   友邦公布,截至8月31日止第三季度,按固定汇率计算,新业务价值5.52亿美元,按年增25%;新业务价值利润率增长8.4个百分点至57.7%;年化新保费为9.36亿美元,同比升7%;总加权保费收入为48.46亿美元,增7%。若以实质汇率计,前两者分别升18%及8.9个百分点;后两者则倒退1%及2%。季度新业务价值以实质汇率计算,市场原预期只增长15%。而今年首9个月,按固定汇率计算,新业务价值15.1亿美元,按年增25%;新业务价值利润率52.7%,增长5.3个百分点;年化新保费升12%至28.14亿美元;总加权保费收入为144.79亿美元,增10%。   友邦业绩带来上升动力。友邦2015年第三季录得强劲表现,新业务价值(NBV)同比增25%(按固定滙率计算),或增21%(按实质滙率计算)。第三季,除了韩国以外,各地区NBV均录得双位数字增长,中国及香港表现尤其强劲,马来西亚、印尼、澳洲、菲律宾及越南表现亦理想。友邦将于下周四(25日)公布业绩,预期第四季续有增长,为股价带来上升动力。摩根士丹利预测,在香港和中国市场带动下,友邦第四季NBV料增20%,全年NBV亦料增20%。该行维持友邦“增持”投资评级,目标价56港元。   本月初起友邦股价急跌,主要受累银联将严格执行内地人以银联卡在境外投保,每宗交易上限为5,000美元的规定。然而,多间大行皆认为上述对友邦的影响其实轻微,因为友邦有大部分保单都是分期供付的(而非一次过全数缴付),所受影响轻微,相信现价已过度反映该消息。高盛指出,受该措施影响的保单,仅占友邦总市场11%,加上以银联卡在境外投保的内地人只占小部分,故估计措施对友邦NBV的影响仅2%。   里昂、花旗、美银美林、瑞信、瑞银、德意志银行、摩根大通,分别给予友邦目标价62.94元、60元、58元、57.5元、56.5元、56.5元、56元 进入【新浪财经股吧】讨论相关的主题文章: