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《大行報告》大和下調眾安在線(06060.HK)目標價至32元 評級「買入」
阿思達克 07-21 10:17
大和發表評級報告,預計眾安在線(06060.HK)上半年將錄得虧損,而因上海封城,其健康生態系統新產品受拖累,料次季綜合成本率持續惡化,不過注意到大部份因素為一次性,料下半年綜合成本率按年將有所改善,主要因有預留資金作撥備,隨著上海因疫情封城措施放寬,實際索賠可能低於第二季。 該行表示,眾安在線上半年總保費按年升7%,而自3月以來,其每月保費收入已正常化,呈上升趨勢。預料此走勢由9月起反彈,並認為其健康生態系統(常規報銷產品)及數碼休閒生活生態系統將成為推動保費增長的主要因素。 該行預料,集團今年公司或呈淨虧損,並將明年淨利潤預測下調78%,將其目標價由47元下調至32元,維持評級「買入」。(ca/k) ~
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