《大行報告》花旗內險股5月保費增速回升估值已處歷史低位
花旗發表報告表示,雖然在中美貿易衝突惡化及宏觀經濟不明朗下,內地壽險及財險商於今年5月保費收入增長持續回升,其中中國太平(00966.HK)旗下太平人壽5月份保費收入按年升31%領先同業,而中國平安(02318.HK)旗下平安人壽亦按年升13%、中國太保(02601.HK)旗下太平洋人壽保險升10%、新華保險(01336.HK)壽險保費亦升9%。
該行指,大部份中資保險股目前估值相當於今年預測內含價值0.4至0.6倍,已處歷史低位,並認為內險股估值吸引,若有任何外部因素改善,潛在上升動力較大。
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