《大行报告》摩通升众安在线(06060.HK)评级至「中性」目标价上调至25元
摩根大通发表研究报告,众安在线(06060.HK)是亚洲最大市值(45亿美元)的保险科技公司,但对其股价态度谨慎,因公司资产负债表风险增加,以及它在传统互联网为基础的电子商务生态系统上的优势逐渐减弱。该行对於其快速扩张的零售金融(如:信用保险)特别感到关注,因为公司将风险完全保留在资产负债表内。
不过该行在技术分析上,仍将众安评级由「减持」升至「中性」,目标价由24元上调至25元,主要因为三大因素,包括:高风险业务暂停增长;收入增长放缓,可改善盈利质素及可见度;以及业务扩展到东盟(ASEAN)/日本,扩大高潜力及优质的业务面。因此,摩通将众安2019年度净亏损预测收窄20%,料全年亏损预测由11.22亿元人民币(下同)上修至8.92亿元,反映业务前景改善;2020年则料亏转盈,惟全年盈测下降3%至约7.49亿元。摩通亦首度发表对其2021年盈测,料全年纯利11.4亿元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.