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《大行报告》大摩对中资保险股盈利及新业务价值预测(表)
阿思达克 12-04 12:02
摩根士丹利发表报告,列出对内险股2020年至2022年盈利按年变幅预测:

股份│今年纯利预测│明年纯利预测│2022年纯利预测

中国人寿(02628.HK)│-19%│+10%│+10%

中国平安(02318.HK)│+4%│+10%│+15%

中国太保(02601.HK)│-13%│+12%│+16%

新华保险(01336.HK)│-16%│+10%│+10%

中国太平(00966.HK)│-30%│+10%│+10%

人保集团(01339.HK)│-5%│+10%│+12%

中国财险(02328.HK)│-12%│+8%│+9%

中国再保险(01508.HK)│-2%│+5%│+4%

众安在线(06060.HK)│-220%│+145%│+30%

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该行亦列出对内险股2020年至2022年新业务价值按年变幅预测:

股份│今年新业务价值预测│明年新业务价值预测│2022年新业务价值预测

国寿│+2%│+5%│+10%

中国平安│-25%│+9%│+15%

太保│-25%│+12%│+15%

新华保险│-15%│+5%│+10%

中国太平│-25%│+10%│+10%

人保集团│+5%│+15%│+14%

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