《大行報告》摩通調整中資保險股目標價 升國壽(02628.HK)評級至「增持」
摩根大通發表報告,重申對中國平安(02318.HK)和中國財險(02328.HK)的「增持」評級,因為上述公司應有利於大部分來自業績季節前後市場預期的積極變化。該行將中國人壽(02628.HK)H股評級從「中性」上調至「增持」,預計在盈利預測充分下調的情況下,壽險銷售增長將超過預期。該行調整內險股目標價,詳見另表。
該行在「增持」股票中加入中國平安,認為投資者可以在業績期間部署策略投資,與平安相比,該行預期直到2022年第三季度,友邦可能因為新業務價值走弱和缺乏回購支持而表現疲弱。
摩通認為,內險新業務價值有機會觸底,非壽險承保穩定。
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