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大和:升眾安在線(6060.HK)目標價至28港元 維持“持有”評級
格隆匯 02-17 13:27

大和發表研究報告指,武漢新型冠狀病毒肺炎疫情形勢,眾安在線(6060.HK)的收益應可因為需求增加而得到提振,因而將公司目標價由20港元上調至28港元,維持“持有”評級。

大和表示,公司在3月23日將發佈的2019年業績,相信將預示其業績因投資收入的增加和綜合經營比率的增強而有所改善。該行預料,公司的淨虧損將從2018年的17億元人民幣,大幅減少至2.6億元人民幣,意味去年下半年的淨虧損按年減少0.7億元人民幣,主要是由於保費收入增長及綜合成本率有所改善。

該行又指,由於疫情爆發,公司的健康保險業務將能從中公眾意識提高中受惠。去年上半年,健康保險的保費收入佔整體保費收入的22%,鑑於其在線分銷模式,預料該業務今年將按年快速增長32%。

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