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4.5厘；市账率料1.1倍，估值合理，予财险“增持”评级。 大摩焦点其他港股名单包括港交所(0388)、华润电力(0836)、中国石油(0857)、腾讯控股(0700)、香港电讯(6823)及紫金矿业(2899)均予“增持”评级。
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