《大行报告》大和料保险股今年可持续复苏 首选友邦、太平及太保等五股
大和证券发表报告表示,随着疫後背景下,中国社会隔离措施的逐步消除和消费者信心的恢复,在略微收紧的货币政策的帮助下,该行相信内地保险行业於2021年将是良好的一年,相信短期内所面临挑战因素已被反映在估值之上。
该行预计内地保险企业於2021年新业务价值,将在所有四个季度中持续复苏,并且净利润将呈上升。该行预计中国太平(00966.HK)以价值为中心的战略,和改进的执行力的结果将在今年首季度及上半年展现。从长期来看,该行预计友邦(01299.HK)旗下友邦中国将保持竞争优势,而太保(02601.HK)旗下寿险业务将看到代理质量提升。
大和指,市场关注两大影响中资保险股的因素,第一是新危疾产品销售所贡献的新业务价值表现、第二是代理人数下滑的影响,但该行相信第一个因素已被市场全面反映,股价对内含价值仅0.6倍,就第二个关注因素,该行看好能聘用具质素的代理险企包括友邦保险及中国太保。
该行指在中港保险股的行业首选包括中国太平、新华保险(01336.HK)、友邦保险、中国太保及众安在线(06060.HK)。
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.