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大和:料壽險明年內在價值雙位數增長 維持對行業正面評級
格隆匯 12-15 13:50

大和總研發表研究報告指,A+H雙重上市的內險公司11月份的保費總額按年下跌了7%。該行看好中國太平(0966.HK)、新華保險(1336.HK)、中國太保(2601.HK),維持對行業正面評級

大和指,新華保險11月保費收入按年跌37%,主要由於去年的高基數效應,預計其11月份經紀數量按月升4%;中國太保11月份保費收入按年跌4%,預計其經紀數量按月升10%;中國平安(2318.HK)11月份保費收入按年跌1%。

大和預期,2021年將對壽險重新評級,除了對2021年強勁的期望外,又認為消費者信心有所恢復,加上疫苗開發的進展,或令內在價值有雙位數增長。

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