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《大行報告》摩通降財險(02328.HK)評級至「中性」 目標價下調至8.4元
阿思達克 01-13 10:41
摩根大通發表報告,對中國財險(02328.HK)評級由「增持」下調至「中性」,並將目標價由12元下調至8.4元。該行認為,內地非壽險承保周期似乎已經見頂,因為隨著放寬疫情相關限制措施,因車禍減少而帶來的低賠付率可能會消退。 此外,由於定價完全自由化,今年的汽車保費增長可能會比去年放緩。該行將2023和2024財年的淨利潤預測分別下調18%和16%,以反映承保趨勢弱於預期。
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