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大行評級|里昂:中國平安成為最新刺激政策主要受益者 長線首選仍是友邦和中國財險
里昂發表報吿指,內險股在內地公佈金融刺激措施後顯著上升,該行總結認為重點與內險股最為相關,短期對內險股正面觀感增加。該行視中國平安為主要受惠者,基於市場情緒改善及房地產鬆綁,中國人壽及新華保險或受惠短期股價上升,但擔心太保獲利回吐壓力。該行指,政策提出股價顯著低於市賬率企業應設法強化價值,指數重磅股應建立系統性規則強化股東價值,或尤為有利平安及太保。支持樓市政策亦應改善投資者情緒,尤為有利平安。此外,人行行長提及正研究穩定市場基金,言論支持股市情緒及有利內險股投資收入。里昂認為,所有政策顯示監管機構思維有正面轉變,或意味政府將有更多行動出台。報吿補充,長線首選仍是友邦和中國財險。
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