摩根士丹利发表研究报告,指众安在线(06060.HK) 核心财险业务2025至2027年保费增速将介乎10%至12%,维持高于行业的中高单位数增幅,综合成本率料维持96%至97%,属可控水平。大摩又表示,看好该公司在数字银行、技术输出及稳定币业务等领域的布局,预料将贡献额外价值。
大摩维持众安“增持”评级,目标价从15元上调至22.4元,并将2025至2027年盈利预测上调28%至35%,以反映今年上半年股市表现、新股配售及美元债赎回等利好因素,潜在风险则包括稳定币发行逊于预期、保费增长放缓及股东减持压力等。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 16:25。)
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