《大行報告》麥格理升新華保險(01336.HK)評級至「跑贏大市」 對內險股行業正面
麥格理發表報告指,中國保險業今年面對逆境,相信壞消息已於現價反映,而未來數季純利改善及新業務價值趨勢則未有反映,由於目前估值屆歷史低位,對行業持正面態度。該行偏好壽險多於產險公司,料下半年多個正面因素將帶動壽險公司股價表現,包括新業務價值增長、正面盈利表現,及派息有機會增加。
該行升級新華保險(01336.HK)自「中性」上調至「跑贏大市」,上調其每股盈利預測50%至70%,料其股本回報率可達17%至19%,目前估值亦較低。該行同時看好國壽(02628.HK),指其本年至今股價表現落後,惟其今年新業務價值及盈利皆有可能創新高。該行對內險股最新評級及目標價見另表。
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