中港保險股全面受壓 友邦及太保吐3.6%及5%
保險股今天全部回吐,尤其是失去摩通亞洲保險首選地位的友邦(01299.HK)扭轉昨天創紀錄高的強勢,最低見104.5元,現造105元,回吐3.6%,成交已達2,877萬股;被摩通升格為亞洲首選保險股的中國平安(02318.HK)高開報103.6元略升破上周五盤中所創紀錄高位無以為繼,掉頭低見99.4元,現造100元,倒跌1.6%。
遭摩通降價的國壽(02628.HK)、人保(01339.HK)及財險(02328.HK)也反覆回軟,分別報17.88元、2.63元及6.31元。
獲摩通維持目標價32元的新華保險(01336.HK)反覆回吐1.6%報32.8元;獲摩通升價至45元的太保(02601.HK)高開報38.9元,受制昨天盤中所創近三年高位39.05元,掉頭急吐5%報36.75元。此外,中國太平(00966.HK)由逾半年高位反覆吐2.5%報16.32元。
摩根大通指,上調中國平安A/H股目標價20%及30%分別至120元人民幣及130元,且取代友邦成為亞洲保險股首選,但兩者評級均為「增持」,友邦目標價升至125元。報告指,過去12個月友邦股價跑贏中國平安股價15%,相信中國平安可追落後,尤其今年新業務價值增長將顯著回升,該行料中國平安今明兩年新業務價值分別增長10%及22%。另外,該行同時調整中港保險股目標價。
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