《大行報告》摩通下調眾安在線(06060.HK)評級至「減持」 籲先鎖定利潤
摩根大通發表報告將眾安在線(06060.HK)評級由「中性」下調至「減持」,指該股由今年初至今己累漲95%(恆指同期僅升12%),股價已遠超該行予其36元的目標價。
該行指,眾安在線致力於開發與健康保險相關的生態系統,具強大的電子商務/技術相關業務能力,指其股價近七天已累升35%(恆指同期升2%),估值正挑戰著2017年的峰值水平(市賬率4.5倍),相信其高估值水平將不可持續。
摩根大通不期望眾安在線今明兩年保險/技術方面有太大驚喜,考慮到公司目前市值已達到130億美元,估值比傳統保險公司更高,因此建議投資者應謹慎地先鎖定利潤,決定將評級下調,並維持目標價36元。
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