《大行報告》野村上調眾安在線(06060.HK)目標價至37.99元 評級「減持」
野村發表研究報告表示,維持早前對眾安在線(06060.HK)的預測,預期2021財年保費增長率將保持強勁,按年升30%,2022至2023年增長則料放緩至26%及25%。
野村指出,旅遊業復甦帶動旅遊保險需求回升,同時在去年低基數下信用保證保險表現亦向好,預期消費者金融將取代醫療保險,與線上人壽保險成為公司短期新增長動力,將消費者金融今年增長預測由15%上調至50%,線上壽險則由20%上調至35%。
該行表示,眾安的醫療保險仍是長期戰略發展目標,但相信在市場競爭下,增幅會由2020財年的37%,放緩至25%。野村將2021財年綜合比率預測提升3.6個百分點至102%,維持「減持」評級,目標價由33.95元升至37.99元。
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