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大摩财险(2328.HK)上半年盈利胜预期评级“增持”
格隆汇 07-31 11:39
摩根士丹利发表报告指,中国财险(2328.HK) 预计今年中期净利润按年增约30%至50%,比该行预期高出10%至20%,达到其全年预测的70%至80%,且更达市场平均预测全年盈利的80%至90%。
报告补充,虽然财险上半年业绩受惠退税,估计达30亿至40亿元人民币,但公司整体基本面稳健,即使在去年同期高基数下,相信基本溢利介乎持平或甚至有15%的升幅,而市场之前担心其盈利会实质按年下跌。该行预期,未来数周市场会上调对公司盈利预测。大摩维持中国财险“ 增持 ”评级,目标价为12港元。
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