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中國再保險(01508.HK):大地前2月原保費收入升5% 增速明顯好於行業平均水平
格隆匯 03-23 17:57

格隆匯3月23日丨 中國再保險(01508.HK)3月23日公告,公司營運子公司中國大地財產保險股份有限公司於2020年1-2月所獲得的原保費收入總額約為人民幣79.15億元,同比增長5.0%。

格隆匯梳理得知,中國大地保險原保費增速過去五年(2015年-2019年)分別為18.9%、20.2%、16.2%、14.2%及14.2%,連續五年優於行業,近5年複合增速位列八大財險公司之首。而2020年1-2月中國大地保險原保費增速也明顯好於行業平均水平,顯示業務經營受新冠疫情衝擊較小。

最近港股受國際金融風險及新冠病毒疫情影響,整體出現大幅調整。中國再保險受拖累,截至3月20日收盤,2020年至今累計下跌30.5%,公司股價為0.89港元,PB估值已低至0.4倍。而此前,花旗銀行、野村證券及國泰君安分別對公司評級為持有、中性及增持,目標價分別為1.60、1.34、1.86港元,具備較大可修復空間。

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