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星展銀行維持眾安(6060.HK)買入評級 目標價35.5港幣
格隆匯 11-25 12:04

格隆匯11月25日丨眾安在線(6060.HK)近期獲多家大行持續看多,繼摩通上調其評級和目標價後,星展銀行在近期發佈的保險行業報告中,重申對於亞洲保險科技巨頭眾安在線(6060.HK)的買入評級,目標價35.5港元。

報告中星展銀行看好公司持續業務發展,認為公司沿着原有既定戰略發展,上半年的綜合成本率改善將維持,並將在2020年實現承保盈虧平衡。

星展銀行稱此前公司股價下跌是受到了金融科技行業的波及,市場過度擔憂公司資本負債表風險,然而公司償付能力率及資產負債率都非常良好。

上半年公司的科技輸出收入實現193%的增長,看好未來科技輸出的持續高增長。

此前,摩通發表報告將眾安在線(6060.HK)評級自“中性”上調至“增持”,目標價亦自23港元上調至32港元。

摩通稱,推動股價上升的因素包括其業務重點轉移至輕資產業務,如健保及網上銷售渠道。另外,於眾安在線資產負債表上反映的客户財務相關風險亦減少,加上產品組合改變,相信承保活動的速度可提升,料明年綜合成本率可降至100%以下水平。

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