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《大行報告》摩通料內險股第四季淨利潤優於預期 重申中國平安(02318.HK)及國壽(02628.HK)作首選
摩根大通發表報告指,內險股在過去一周跑贏大市1.5%,內地加快重新開放、債券收益率回升和充足的償付能力資本似乎支持著積極情緒和有吸引力的股息收益率。該行預計,隨著內地股市復甦,內險股今年第四季的潛在純利將勝於預期。該行重申中國平安(02318.HK)及國壽(02628.HK)為利業首選。 該行提到,中國雙重上市的保險公司將於2023年根據新會計政策(IFRS-17)報告數據,認為這個新會計制度下的主要區別在於金融市場變化不會完全反映在損益表。另外,在風險回報改善後,料新興市場投資者可能會從行業減持倉位,重新審視內地壽險行業。
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