《大行報告》摩通下調太保(02601.HK)目標價至18元 評級「中性」
摩根大通發表研究報告指,中國太保(02601.HK)今年首季盈利表現遜於預期,按年跌幅達36%,對比該行預期為下跌31%。
基於業績表現疲弱,該行將今年盈利預測下調5%,2023至2024年盈利預測維持不變,目標價則由19元下調至18元,評級「中性」。
摩通表示,在強大的資本基礎上,太保的資產負債表幾乎沒有系統性風險,認為拖累股價的主要因素為風險資產敞口較高所致,但相信費率改善將帶動非壽險業務表現改善。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.