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《大行報告》富瑞大幅下調眾安在線(06060.HK)目標價至34元 評級「買入」
阿思達克 08-30 09:51
富瑞發表報告指,眾安在線(06060.HK)管理層強調,在健康和數字生活方式生態系統的推動下,總承保費將在下半年恢復,而承保利潤將受益於注重投資回報率的渠道費用和成本效率。維持對該股「買入」評級,但由於宏觀經濟的不確定性,將目標價由61元降至34元。 富瑞指,管理層在會議上提到將以增值服務為動力的「保險+科技」雙引擎模式。在健康生態系統方面,公司正在推出涵蓋兒童、女性和老年人類別的創新產品,並正在提供更多的增值服務等。在數字生活方式生態系統方面,包括寵物保險、手機屏幕破解保險和多場景意外保險在內的創新業務佔比達8.76億元,佔整個數字生活生態系統總承保費的22.9%,按年增長約30.9%。
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