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《大行報告》高盛普遍下調內險股目標價 升太保(02601.HK)評級至「中性」
阿思達克 04-27 10:56
高盛發表報告,新型肺炎疫情將影響中國出口及收入增長,內險企業今年銷售及新業務價值增長前景亦將受到影響。相信疫情過後,內險銷售回升步伐緩慢,競爭激烈亦將導致行業新業務利潤率下降,限制新業務價值增幅。

該行下調內險企業今年新業務價值預測,大部份險企新業務價值將倒退,惟國壽(02628.HK)及新華(01336.HK)將錄得增長,分別為3%及1%。該行相信內險明年將回復增長,但僅錄得單位數增長,國壽及中國平安(02318.HK)則料可錄得11%的雙位數增長。

該行調升太保(02601.HK)評級自「沽售」升級至「中性」,新華保險評級則自「中性」降級至「沽售」,其對內險詳細評級及目標價調整見另表。

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