You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中金:料未來3-6個月中資壽險股有至少20%估值修復 首選中國太保
格隆匯 02-24 13:32

中金公司發表研究報吿指,中資壽險股春節後跑贏指數,主要因負債端拐點漸近且復甦可能勝預期、長端利率上行等,預計未來3-6個月A和H中資壽險板塊的估值修復空間分別有20%和30%,A股首推中國太保,H股首推中國太平(0966.HK)和中國太保。

中金指出,由於較低的基數和重疾產品切換,預計年初至今大部分保險公司新業務價值按年增速表現強勁且超過市場預期,上調一季度行業新業務價值增速預測至20%-30%。

該行表示,10年期國債利率從2月初的3.2%上行至3.3%,有利於投資者對保險公司長期盈利能力的信心,同時保險股不高的估值提供安全邊際。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account