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《大行報告》匯豐研究更新內險股目標價 推薦平安(02318.HK)及財險(02328.HK)
阿思達克 07-27 10:13
匯豐環球研究發表報告,指內險股本年至今跑輸大市,主要由於新型肺炎疫情影響新業務價值表現,同時亦反映國債息率下降及金融市場波動等因素。該行預計,中期業績將僅得國壽(02628.HK)及新華保險(01336.HK)錄得新業務價值增長,增幅分別達8.6%及4.2%,人保集團(01339.HK)則料倒退10.5%,中國平安(02318.HK)料倒退21.6%,中國太保(02601.HK)則料倒退23%。

該行續偏好中國平安及財險(02328.HK),兩者評級皆為「買入」,該行並調整內險股新業務價值、純利及按市值計價投資表現預測,目標價亦有相應調整,詳情見另表。(vi/u)

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