匯豐:中國財險(2328.HK)第三季業績顯示較好穩定性 內險股首選平安(2318.HK)
匯豐發佈報告稱,內險股第三季業績顯示,在業務組合轉變、產品更新、代理商重組及激烈競爭下,壽險之新業務價值的前景持續不明朗。
該行稱,其中中國財險(02328.HK)業績顯示出較好的基礎穩定性,且因較低的佣金比率而額外受惠税率下降。
該行表示,下調中國太保(02601.HK)及新華保險(01336.HK)至“持有”評級,維持中國平安(02318.HK)為行業首選,其次是中國財險,均予“買入”評級。
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