大行評級|大摩:上調大多數壽險公司的目標價 將行業看法調整為具有吸引力
摩根士丹利發表研究報吿指,憧憬未來6至12個月香港及內地保險行業將迎來更多正面催化劑,在IFRS9/17新估值模型下,上調大多數壽險公司的目標價,並調整了收入及整體盈利預測,將行業看法調整為具有吸引力。該行目前認為保險業來自物業風險及利率壓力正在緩解,而且業務質量改善,預料支持新業務價值健康增長,將中國平安列為行業首選,因該公司更專注於高質量核心業務發展,風險持續下降,維持其“增持”評級,目標價升至66港元。大摩並將國壽目標價從12.4港元升至15.8港元,太保目標價從19港元升至27.3港元,新華保險及中國太平分別升至14.6港元及9.2港元。
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