《大行報告》中金:續看好保險估值修復機會 推薦關注平安(02318.HK)、太保(02601.HK)、國壽(02628.HK)、保誠(02378.HK)、眾安(06060.HK)及友邦(01299.HK)
中金發表研究報告指,春節放假期間港股保險板塊整體延續假期前表現,基於當前保險板塊的估值水平以及近期內地公募基金產品披露的四季度持倉情況,中金預計節後保險板塊修復行情仍將持續。
該行表示,保險板塊目前估值、持倉仍低,投資者對行業信心仍有修復空間,繼續看好保險估值修復機會,並預計保險負債端正邁向新周期,新單企穩止跌或為大概率,且有望進一步走出U型趨勢,未來市場信心隨外部環境變化、行業基本面復甦而得到提振後,投資者有望對行業從更長期、更客觀的視角進行定價,而推動估值持續修復。
中金表示,調整了部分公司的盈利預測,上調眾安在線(06060.HK)目標價7%至29元,較目前股價有3%上行空間。另外,推薦關注平安(02318.HK)、太保(02601.HK)、國壽(02628.HK)、保誠(02378.HK)、眾安及友邦(01299.HK)。(ca/k)
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