大行评级丨高盛:内险股风险回报正在改善 第三季盈利或好过预期

格隆汇APP
Oct 10

高盛发表研究报告指,内险股自7月底起表现逊色,H股及A股股价平均下跌2%及6%,而恒指及沪深300指数同期升幅为8%及14%,相信是由于内险股自4月初股价反弹以后,估值水平已偏高,以及2024年下半年高基数效应导致盈利增长前景乏力所致。展望即将公布的第三季业绩,高盛认为内险股风险回报正在改善,憧憬在股票投资收益推动下,第三季盈利或好过预期,而明年新业务价值可能录得双位数增幅,合约服务利润率亦将迎来...

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