《大行報告》大摩:太保(02601.HK)代理改革取得成效 季度純利遠勝同業
摩根士丹利發表報告指,中國太保(02601.HK)今年第三季純利錄70億元人民幣,按年增長30%,表現遠較以壽險為主的同業的下跌20%為佳,且在經營環境面對挑戰下,集團季度新業務價值仍錄得3%增長。
大摩認為,太保的代理改革取得成效,雖然代理人數按季下跌10%至25.4萬人,但核心代理的比例於第三季繼續按季改善至27%。
該行維持對太保股份「增持」評級及目標價29元。
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