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摩根大通:將眾安在線(6060.HK)目標價由22港元調高至36港元 評級升至“增持”
格隆匯 05-22 13:42
格隆匯5月22日丨摩根大通發佈最新研報稱,早前對眾安在線信用保險方面的看法太保守,考慮到首季行業勢頭及監管方面的發展,該行估計消費金融業務收縮以及在貸餘額的下降將大大減少公司的資產負債表風險,從而公司未來的綜合成本率的改善將好於其之前的預期,帶動該行調整對其2020/21年盈利預測的看法,該行將公司2021年每股盈測升19%。該行認為公司在香港亦正尋找新機會,由眾安國際及富邦人壽共同持有的眾安人壽獲香港的虛擬保險公司牌照。同時眾安銀行亦獲香港虛銀牌照並開展了全面的營運,展示了公司在科技上的能力。摩根大通將眾安在線(06060.HK)目標價由22港元調高至36港元,並將投資評級由“中性”升至“增持”。
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