中港保险股全面受压 友邦及太保吐3.6%及5%
保险股今天全部回吐,尤其是失去摩通亚洲保险首选地位的友邦(01299.HK)扭转昨天创纪录高的强势,最低见104.5元,现造105元,回吐3.6%,成交已达2,877万股;被摩通升格为亚洲首选保险股的中国平安(02318.HK)高开报103.6元略升破上周五盘中所创纪录高位无以为继,掉头低见99.4元,现造100元,倒跌1.6%。
遭摩通降价的国寿(02628.HK)、人保(01339.HK)及财险(02328.HK)也反覆回软,分别报17.88元、2.63元及6.31元。
获摩通维持目标价32元的新华保险(01336.HK)反覆回吐1.6%报32.8元;获摩通升价至45元的太保(02601.HK)高开报38.9元,受制昨天盘中所创近三年高位39.05元,掉头急吐5%报36.75元。此外,中国太平(00966.HK)由逾半年高位反覆吐2.5%报16.32元。
摩根大通指,上调中国平安A/H股目标价20%及30%分别至120元人民币及130元,且取代友邦成为亚洲保险股首选,但两者评级均为「增持」,友邦目标价升至125元。报告指,过去12个月友邦股价跑赢中国平安股价15%,相信中国平安可追落後,尤其今年新业务价值增长将显着回升,该行料中国平安今明两年新业务价值分别增长10%及22%。另外,该行同时调整中港保险股目标价。
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