格隆汇6月19日|摩根士丹利发表中国市场策略报告,调整最新焦点股名单,将加入中国财险(2328.HK),剔出泡泡玛特(9992.HK)。 大摩中国保险业分析员Rick Zhao表示,相信财险将保持竞争力,因为其资产负债表强劲及稳健的账面值增长;汽车及非汽车类保险收入增长稳定;以及维持领先地位。管理层对改善今年综合成本率(CoR)有信心,汽车CoR目标达96%,非汽车CoR望达99%,今年预测股息率...
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