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《大行報告》大摩微降眾安在線(06060.HK)目標價至22元 評級「增持」
阿思達克 03-07 09:49
摩根士丹利發表報告,將眾安在線(06060.HK)2023年、2024年及2025年的獲利預測分別下調1%,主要因應公司投資收入下跌而降低預測。因此大摩將眾安在線目標價由23元下調至22元,評級「增持」。 不過,該行指眾安在線是中國第一間,亦是最大的純線上財產及意外傷害(P&C)保險公司,而且一直是許多小眾財產及意外傷害市場的領導者,公司亦懂得利用其數據分析能力去增加銷售並提高成本效率。 另外,公司於2023年上半年有所獲利,主要由核保及投資業務,而受惠於一次性投資收入貢獻,該行預期眾安在線於2023年全年的獲利將大幅成長,並認為公司在2024年仍可保持獲利。(js/u) ~
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