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大行評級 | 星展:首予保誠“買入”評級,料香港MCV復甦
格隆匯 02-15 14:01
格隆匯2月15日丨星展發研報指,香港抵港內地人士之保險業務(MCV)市場復甦,將帶動2023財年及2024財年的保誠(2378.HK)新業務保費分別按年升16%及19%,而在強大的銀保合作渠道支持下,料其內地業務將實現穩健增長,而其新上任的CEO將有助於加強其亞洲故事和業務執行力,首予“買入”評級,並予目標價165港元。星展相信,多渠道戰略將推動保誠新業務保費增長,隨着香港與內地重新通關、亞洲市場經濟正常化、受惠於聚焦於保障產品和多渠道分銷的實力,相信保誠的增長勢頭將重新加速,而該行認為保險公司將是香港與中國邊境重新開放的主要受益者,料2023年及2024年香港新業務保費將分別增長31%及38%。該股現報123.3港元,總市值3390億港元。

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