《大行报告》大摩相信财险(02328.HK)股价未来60日将升 评级「增持」目标价13元
摩根士丹利发表技术分析报告,相信财险(02328.HK)股价未来60日将升,发生机会率60%至70%,对其股份评级为「增持」,目标价13元。
该行表示,即使有更具韧性的业务模式及盈利前展,财险股价年初至今仍下跌30%,但相信集团的经营或可见意外率下降,主因有大规模的检疫措施。而集团今年至今的保费仅轻微下跌4%,优於人寿险商,相信是由於对线下分销的依赖较少。
另外,大摩又称,财险去年盈利料增长35%至60%,派息比率则料逾30%,而其股份现价相当於股息率5%至6%,且有双位数的增长前景。该行预期,集团未来催化剂为於本周五(27日)公布去年及今年首季业绩,及於6月除净。
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