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《大行报告》高盛升人保集团(01339.HK)评级至「买入」 调整内险股目标价
阿思达克 04-21 12:17
高盛发表报告表示,评估中资保险行业今年前景,考虑到由於汽车保险改革而导致财产险承保利润预期下降,该行偏爱内地寿保险企业多於财险企业,该行认为财产险需求(如汽车保险)通常没有弹性,以及对潜在影响是最直接的。

该行指,上调对人保集团H股投资评级从「中性」上调至「买入」,将目标价由3元上调至3.1元,其估值具有吸引力,而且股息收益率处於行业最高水平。

高盛指,上调对新华保险(01336.HK)评级由「沽售」升至「中性」,将目标价由32.1元降至30.2元。该行亦调整了中资保险股目标价,下调对国寿(02628.HK)目标价由23.5元降至23元,将中国太保(02601.HK)目标价由29.2元降至29元。

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