《大行報告》瑞信:今年看好壽險公司勝過財險 薦中國平安(02318.HK)及國壽(02628.HK)
瑞信發表報告指,內地保險公司未來復甦速度溫和,由於資產端表現及其情緒或受益於宏觀前景的改善,並基於邊境重開,源於新冠確診個案激增的壓力應該是可控。
該行表示,今年看好壽險公司勝過財險,主要是人壽保險的銷售表現因代理機構逐步恢復活動而獲得支持,同時財險公司的基礎承保業績將從高峰期恢復正常。
該行預料,由於對於長期保障的需求仍然疲軟,今年人壽保險的新業務價值(VNB)呈0%至5%增長;該行看好中國平安(02318.HK),因為內地宏觀代理受益於整個市場的順風,同時亦看好國壽(02628.HK),主要是在實現新業務價值扭虧為盈方面,有較大的能見度。(ca/w)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.