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《大行報告》野村上調財險(02328.HK)目標價至10.16元 評級「買入」
阿思達克 07-14 10:56
野村發表評級報告指,財險(02328.HK)今年次季純利按年增10%至83億元人民幣,主要受到綜合成本率(CR)按年改善的推動;由於疫情封城措施及市場競爭減少,以致綜合成本率或按季進一步提升至1個百分點至95%(按年升3.7個百分點),令車險業務表現或繼續優於預期。 該行預料,由於華南地區出現季節性洪水,或令今年次季非車險的綜合成本率按年稍跌0.7個百分點、按季跌3.8個百分點至98.7%。該行將財險今年及明年純利預測均上調2%,將其目標價由9.77元上調至10.16元,維持其評級為「買入」。(ca/u) ~
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