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《大行》摩通:投資者對中國太平(00966.HK)信心趨弱 維持「減持」評級
摩根大通發表研究報告指,中國太平(00966.HK)自8月28日公佈中期業績後股價累計下跌18%,表現跑輸大市,相信是由於投資者對其貝塔策略主題信心減弱。 該行指,目前仍維持中國太平「減持」評級,指出至今年底前仍存在兩大下行風險,包括市場預期尚未上調盈利預測以及收益率前景黯淡,預料將抵銷掉可持續承保表現所帶來的潛在上行空間,導致其股價在今年底前較難跑贏大市。摩通將目標價預測時間框架延伸至明年6月,目標價由8.2元上調至9.4元。
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