花旗:首次覆蓋香港保險公司 籲買友邦(1299.HK)及雲鋒金融(0376.HK)
花旗發表報告首次將香港上市的保險公司納入追蹤名單,對保險板塊長期看法積極,並予友邦保險(1299.HK)及雲鋒金融(0376.HK)“買入”投資評級,目標價分別為90港元及4.6港元,相信近期社會動盪對面向遊客的保單銷售影響只是短暫而且可控。
花旗認為,香港保單依然是境外資產配置的一個便利選擇,而且行業發展潛力大,將有望在中國開放金融業舉措中扮演重要的角色,預料友邦或可成為中國取消保險業外資持股比例限制及中港“保險通”計劃的最大受益者,而目前友邦股價亦已大致反映香港社會動盪帶來的影響。至於阿里巴巴創始人馬雲有份投資的雲鋒金融,則或會憑藉其技術優勢及股東背景顛覆行業。
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