[新聞] 富邦金股價偏低 建議逢低佈局
1.原文連結(超過一行或過長必須縮網址):
http://www.ettoday.net/news/20170420/908361.htm
2.原文內容:
富邦金控(2881)3月自結稅後淨利31.61億元,累計前3月稅後淨利達97.77億元,相較於去
年同期成長11.4%,每股盈餘(EPS)為0.96元,持續維持市場領先地位。
台北富邦銀行3月稅後淨利12.4億元,累計前3月稅後淨利為43.09億元。核心收益包括淨
利息收入與淨手續費收入持續成長。資產品質亦維持穩健,截至3月逾放比率為0.2%,呆
帳覆蓋率為641.8%。
富邦人壽3月稅後淨利13.6億元,累計前3月稅後淨利為40.15億元,較去年同期大幅成長
88%。今年前3月初年度保費收入(First Year Premium)達484億元;總保費收入(
Total Premium)為1,332億元,年成長5%。由於持續推動分期繳商品策略奏效,續期保
費成長強勁,月成長率達127%。展望未來,在傳統型分期繳保單持續成長下,可望帶動
新契約價值及隱含價值持續穩健提升。
第一金證券預估,富邦金2017年稅後淨利480.3億元,YoY -0.3%,EPS 4.69元,BVPS
45.21元。富邦壽投資荷蘭Delta Lloyd N.V.認列虧損約新台幣29.53億元於第二季,預估
對EPS產生0.29元的衝擊,若今年能認列處分富邦香港的收益不但可彌補投資荷蘭Delta
Lloyd N.V的30億元損失,還可能大幅提升獲利。給予中等評價PBR 1.2倍,目標價54元,
近期股價偏低,建議逢低佈局。
若看好富邦金,可選擇5日均量100張以上,且到期日在200日以上的權證來以小搏大,留
意5檔,包含富邦金台新71購01(059062)、富邦金元大6C購01(059252)、富邦金元大6B購
02(059036)、富邦金元富6B購01(059006)、富邦金國票6B購01(058719)。
3.心得/評論(必需填寫滿20字):
不是只傳聞要賣掉香港公司?
不曉得外資圈謠言最後成真的機率高嗎
--
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