《大行报告》大摩相信人保(01339.HK)股价60日内将升 评级「与大市同步」
摩根士丹利发表技术研究报告,预计人保集团(01339.HK)未来60日股价将上升,发生此概率料介乎60%至70%,评级「与大市同步」,目标价3.5元。
报告称,这主要由於人保将公布季绩,该行预计其寿险、健保及产险业务将持续改善,寿险及健保新业务价值增长(VNB)料将跑赢同业,增幅料达15%至20%,主要由於低基数、产品组合改善,及代理质素改善等原因。加上以车险为首的产险业务改善,料其季度盈利强劲。
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