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《大行报告》野村上调众安在线(06060.HK)目标价至37.99元 评级「减持」
阿思达克 05-24 10:17
野村发表研究报告表示,维持早前对众安在线(06060.HK)的预测,预期2021财年保费增长率将保持强劲,按年升30%,2022至2023年增长则料放缓至26%及25%。

野村指出,旅游业复苏带动旅游保险需求回升,同时在去年低基数下信用保证保险表现亦向好,预期消费者金融将取代医疗保险,与线上人寿保险成为公司短期新增长动力,将消费者金融今年增长预测由15%上调至50%,线上寿险则由20%上调至35%。

该行表示,众安的医疗保险仍是长期战略发展目标,但相信在市场竞争下,增幅会由2020财年的37%,放缓至25%。野村将2021财年综合比率预测提升3.6个百分点至102%,维持「减持」评级,目标价由33.95元升至37.99元。

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