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《大行報告》建銀國際:內險股上季新業務價值錄三年以來首次轉正 首選太保(02601.HK)
建銀國際發表報告指,內險股今年首季新業務價值錄三年以來首次轉正,認為今年第一季內險股業績成功地消除了市場對新業務價值增長和採用IFRS 17的結果的擔憂,這些擔憂亦是導致內險股今年二月和三月股價疲軟的部分原因。 建銀國際表示,將內險股2023和2024財年行業新業務價值增長預測由之前的4%和6%,分別提高到10%和8%。行業首選為中國太保(02601.HK)(予「跑贏大市」評級及目標價30元),因其在壽險、P&C保險和投資方面均有較強的表現。 該行維持對中國平安(02318.HK)「跑贏大市」評級及目標價75元,重申對國壽(02628.HK)「跑贏大市」評級及目標價18元。
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