《大行》匯豐研究降財險(02328.HK)目標價至17.2元 人保集團(01339.HK)目標價升至6.6元
匯豐研究發表研究報告指,中國財險(02328.HK)上半年承保業績強勁,車險保費成本較去年同期提升2.2個百分點,非車險保費成本較去年同期提升0.1個百分點。管理階層預期,海外新能源汽車業務將成為新的增長引擎。
該行指,財險在中期業績公佈後,股價走強,又認為評估中國財險長期淨資產收益率可能有助於評估其股價是否被高估。該行指,將中國財險目標由18.7元下調至17.2元,同時將人保集團(01339.HK)目標價由6.1元上調至6.6元,評級均為「持有」。
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