《大行報告》里昂升人保(01339.HK)評級至「跑贏大市」 調整內險股目標價
里昂發表研究報告指,大部分主流壽險商新業務表現自2018年起都未如理想,考慮到短期需求較弱,預期2月至3月份較弱的趨勢將持續一段時間,累積的需求仍未浮現,認為壽險改革將成為市場關注重點,當中供應端改革更為重要。
該行指出,最新一輪車險改革將加快市場整合,小型市場參與者陸續被淘汰,預期中國財險(02328.HK)等市場領導者的份額將有所提升。
里昂表示,較看好中國平安(02318.HK)及中國財險,均予「買入」評級,並將人保(01339.HK)的評級由「跑輸大市」調升至「跑贏大市」,目標價由2.57元調升至2.95元。
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