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《大行》大摩料眾安在線(06060.HK)核心財險業務跑贏同業 維持「增持」評級
阿思達克 07-14 11:08
摩根士丹利發表研究報告,指眾安在線(06060.HK)核心財險業務2025至2027年保費增速將介乎10%至12%,維持高於行業的中高單位數增幅,綜合成本率料維持96%至97%,屬可控水平。大摩又表示,看好該公司在數字銀行、技術輸出及穩定幣業務等領域的佈局,預料將貢獻額外價值。 大摩維持眾安「增持」評級,目標價從15元上調至22.4元,並將2025至2027年盈利預測上調28%至35%,以反映今年上半年股市表現、新股配售及美元債贖回等利好因素,潛在風險則包括穩定幣發行遜於預期、保費增長放緩及股東減持壓力等。
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