小摩上调众安(6060.HK)至中性评级股价有近15%的上升空间
格隆汇6月25日丨摩根大通近日发布研报,上调众安在线(6060.HK)评级至中性,目标价上调至25港元。较目前有近15%的潜在上升空间。报告认为众安现在的股价已经消化了所有风险因素,摩根大通认为:1、众安上半年保费增速放缓主要在于管理层进行业务调整,更专注承保业务质量,预计全年净亏损较2018年将大幅收窄;2、重申众安为亚洲市值最大的保险科技公司,通过向日本最大的财险公司之一Sompo,新加坡最大的财险公司之一NTUC(职总英康)以及东南亚最大的O2O平台Grab,输出其保险核心系统,认可众安作为科技公司的实力,结合科技输出目标市场规模的潜力,给予其科技输出业务近100亿港币估值。
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