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《大行报告》大和升财险(02328.HK)目标价至9.5元维持「持有」评级
阿思达克 07-19 10:45

大和发表报告,预期财险(02328.HK)今年上半年纯利按年增长12%,主要是受惠於税收抵免及投资收入,但增长低於市场预测的按年升15%。此外,大和又料集团今年上半年的承保利润按年下降50%,综合比率则为98.2%。

该行表示,财险上半年的汽车毛保费收入仅录4.1%的按年增长,主要是受到新车销售势头平淡,及每车保费下降所拖累。而全行业汽车保险在今年首五个月仅按年增长3.7%,每车汽车保费则按年下跌7%。

大和上调对财险的股份目标价,由8.5元升至9.5元,评级维持「持有」,而今明两年纯利亦上调1%至6%,以反映保费增长稍高及税务重估。

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