《大行报告》花旗内险股5月保费增速回升估值已处历史低位
花旗发表报告表示,虽然在中美贸易冲突恶化及宏观经济不明朗下,内地寿险及财险商於今年5月保费收入增长持续回升,其中中国太平(00966.HK)旗下太平人寿5月份保费收入按年升31%领先同业,而中国平安(02318.HK)旗下平安人寿亦按年升13%、中国太保(02601.HK)旗下太平洋人寿保险升10%、新华保险(01336.HK)寿险保费亦升9%。
该行指,大部份中资保险股目前估值相当於今年预测内含价值0.4至0.6倍,已处历史低位,并认为内险股估值吸引,若有任何外部因素改善,潜在上升动力较大。
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