《大行報告》野村下調眾安在線(06060.HK)目標價至29.39元 評級「中性」
野村發表報告,預期眾安在線(06060.HK)2021財年純利按年增長120%,由於非保險業務虧損較預期大,故該行將其2021財年盈利預測調低18%,目標價則由29.49元輕微調低至29.39元。
該行補充,受政策阻力,下調眾安在線2022財年保費增長3個百分點至15%,但相信眾安在線在消化政策影響後,可以爭取到更多市佔率,主要是由於目前監管嚴格,越來越多競爭對手退出網上保險,故維持眾安在線「中性」評級。在保險同業中,該行首選中國財險(02328.HK)。
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