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大和料中国太保(2601.HK)上半年净利润按年增70至90%予“持有”评级
格隆汇 07-17 14:04

大和发表研究报告指,在理想的投资收益及较低有效税率的支持下,中国太保(2601.HK)今年上半年净利润将按年增长70至90%,予“持有”评级。

该行亦预料,中国太保上半年新业务价值将会按年下跌约8%,主要受到代理团队趋势温和所影响,并估计内含价值(EV)受新业务价值、投资收益及税收修订影响的支持,将有9%增长。

大和表示,公司的寿险业务上半年总保费按年增长6.5%,而个人新业务就按年跌10%。产险业务的总保费按年增长12%,主要受到非汽车保险按年增长30%推动,但却受到车险仅按年增长5%所拖累。

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