大行評級 | 大摩:保險板塊長期持正面看法,看好中國人壽、中國平安
格隆匯6月13日丨摩根士丹利發表研究報吿指,對於香港及內地保險板塊,認為存在短期潛在壓力,但長期來看仍然是正面的,並指出大部分保險公司提供了特定的LGFV敞口,小於總投資資產的約3%,而H股壽險公司的股價在5月份下跌了10%以上,認為市場可能對相關風險反應過度,相關股價表現自6月以來開始趨於穩定。該行表示,在首選股中,看好中國人壽(2628.HK)(601628.SH),這是最大的國有保險企業,產品結構更加均衡,受定價利率降低影響較小,也看好中國平安(2318.HK)(601318.SH)和中國太保(2601.HK)(601601.SH),其二季度和上半年的業績增長勢頭較好。人保財險(2328.HK)的綜合成本率趨勢仍然不錯,應該不會受到產品轉型的影響。
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