摩根大通:内险股中较为看好中国人寿及中国平安 同予“增持”评级

格隆汇
Sep 03

摩根大通发表研究报告指,一众内险股公布上半年业绩,传递出准备金负债提前转向、加强资产负债表控制、增加中期派息、偿付资本改善以及寿险及非寿险经营状况强劲等正面讯息。

摩通指,经过年内反弹后,内险股现价水平对应2026年预测市盈率约7倍,股息回报率料达约4%,风险回报状况改善,预期市场将会上调内险股的盈利及股息预期。摩通较为看好中国人寿中国平安,预期第三季业绩仍将向好,同予“增持”评级,H股目标价分别为31港元及80港元。

责任编辑:栎树

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