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《大行報告》摩通:「杜蘇芮」引發內地水災 料對內險索賠影響有限 屬吸納平安(02318.HK)良機
摩根大通發表研究報告指,近期超強颱風「杜蘇芮」於中國多地引發水災後,中國財險(02328.HK)過去五日表現跑輸大市,累計跌幅約3%,雖然投資者可能擔憂中國保險行業需面對較大規模索賠,但預期相關影響有限,料涉不足10億元人民幣,年度賠償比率可能僅提升0.01%。 該行認爲,如果內險股因市場擔憂而導致股價出現較大波動,相信是吸納主要非壽險公司中國平安(02318.HK)的好時機,該行對中國平安投資評級爲「增持」,目價價85元。 而摩通對中國財險評級「中性」爲,目標價8.4元。
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