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野村寿险上半年表现强劲首选平保(2318.HK)等
格隆汇 07-16 14:24

野村发表研究报告指,预期上半年人寿保险公司在股票市场有强劲表现,认为行业的现有业务将维持稳定,惟新业务增长疲弱。在财产和意外伤害保险(P&C)方面,今年第二季的综合比率较第一季有改善,但逊于去年同期,该行料行业综合比率将由第三季起按年改善。

野村表示,人寿保险公司的新业务在上半年增长疲弱,但较去年度仍有温和的恢复。该行料,行业上半年的代理人数有单位数收缩,并料人寿保险公司下半年新业务价值(NBV)增长会继续恢复,但仍然受压。该行在人寿板块看好高利润率的公司,并首选平保(2318.HK)、中国太保(2601.HK)及新华保险(1336.HK)

P&C方面,野村预期上半年的综合比率为98%,去年同期为95.9%。该行又料,其股本回报率(ROE)会在2019-2021财会回复至13%的吸引水平,2018财年则为11.3%。该行在P&C板块看好中国财险(2328.HK)。

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