大摩:上调中国财险(02328.HK)目标价至21.6港元 维持“增持”评级

智通财经
Yesterday
【大摩:上调中国财险(02328.HK)目标价至21.6港元 维持“增持”评级】智通财经APP获悉,摩根士丹利发布研报称,在中国财险(02328.HK)公布2026年上半年业绩后更新模型,将其2026年、2027年和2028年每股税后净利预测分别下调3.5%、2.1%和2.8%,纳入2026年第三季度股市调整以及2027及2028财年保费增长放缓的因素。该行每股派息预测基本维持不变,仍看好其稳健的基本面,并保留综合成本率预测。该行进一步更新人民币兑港元汇率,由1.15调整至1.17,并微调股息派发假设。目标价由21.1港元升至21.6港元,评级“增持”。

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