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摩根大通:上調眾安在線(6060.HK)評級至增持,現價並未反映其增長潛力
格隆匯 06-08 13:00

摩根大通指,將眾安在線(6060.HK)投資評級上調至增持,預計2022年及2023年的保費增速可加快至38%和40%,而現價並未反映其增長潛力。

摩通發表研究報吿指出,眾安的業務表現在整體市場缺乏增長下,尤其突出,估計未來3年,眾安資訊科技有關收入複合年均增長率可達50%,考慮到眾安在中國互聯網生態系統中的地位以及可持續的高增長前景後,認為公司現時2.6倍的市帳率顯得吸引。

摩通報吿又提到眾安今年首四月保費增長39%,遠勝同業的4%,意味中期業績公佈或成其股價催化劑。

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