花旗:上调中国人保(1339.HK)、中国财险(2328.HK)评级至“买入”
花旗发表研究报告指出,考虑到中国人保(1339.HK)人寿业务的转向和更好的股息政策等因素,决定上调其H股评级至“买入”,目标价为3.8港元。
同时,花旗亦调升中国财险(2328.HK)评级至“买入”,目标价为10.5港元,预计该公司从今年下半年开始净保费增长将可提高,同时监管趋严的情况下可以加强费用管理和提高市场占有率。
花旗报告指出,尽管当前多数H股寿险公司估值具有吸引力,但短期看不到更多行业催化剂。人寿保险公司上半年新业务价值成长出现分化,代理商的效率普遍改善。
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