大摩:維持眾安在線(6060.HK)“增持”評級,目標價上調至34港元
格隆匯12月5日丨在摩根士丹利12月4日出具的2020年保險行業前瞻報告中,維持眾安在線(6060.HK)“增持”評級,並將其目標價從30港元升至34港元。這是繼近日摩根大通、星展銀行上調眾安目標價後,又一大行再次調升其目標價。 報告稱,投資者此前過於擔心公司上半年保費的增速放緩,但保費放緩的背後主要在於眾安優化業務結構。而在眾安公佈9月份保費重回高增速後,股價出現大幅提升。此外,公司是區塊鏈相關研究和應用程序的領導者,隨着政府表示對區塊鏈技術的支持,公司或將隨之受益;預期公司將在2020年實現整體盈虧平衡。 此前,摩通將眾安在線(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;星展銀行維持眾安(6060.HK)買入評級,目標價35.5港元。
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