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國泰君安:上調眾安在線(6060.HK)目標價至58.03港元 評級 “強於大市”
格隆匯 07-07 15:06

國泰君安發表研究報告,上調眾安在線(6060.HK)目標價至58.03港元,維持 “強於大市”評級。

國泰君安國際認為,眾安在線於7月6日發佈公告稱2020年上半年的淨利潤預計增長將不低於100%,淨利潤的大幅增長來自於承保業務的改善,分析師認為公司佈局的大健康生態等盈利業務在上半年維持高速增長,同時驅動綜合成本率改善,並預計公司在2020年全年實現承保盈利,即綜合成本率低於100%。

鑑於公司成長性以及互聯網特徵,分析師使用市銷率(P/S)給與公司估值,結合近期互聯網股的投資情緒高漲,國泰君安國際將眾安的目標價上調至58.03港元,維持該公司“強於大市”的評級。此外報告也提出眾安銀行和眾安人壽在香港地區的成立運營也是股價上漲的催化劑。

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