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《大行報告》摩通上調眾安在線(06060.HK)目標價至50元 評級升至「增持」
阿思達克 06-08 14:57
摩通發表報告,指眾安在線(06060.HK)股價自2月中旬以來已下跌51%,消除了早前對其估值的擔憂,並認為市場忽視了其客戶增長加速,把目標價由36元上調至50元,評級由「減持」升至「增持」。

摩通預計,在2022和2023財年,眾安在線的保費增長將分別加快38%和40%,認為目前股價忽略了這一點。這種強勁的增長與平淡的行業前景形成鮮明對比,應該會促使承保情況好轉,並在輕資本業務模式下實現盈利增長。另外,科技相關的收入預計在未來3年將以50%的年複合增長率上升。

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