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摩根大通:将众安在线(6060.HK)目标价由22港元调高至36港元 评级升至“增持”
格隆汇 05-22 13:42
格隆汇5月22日丨摩根大通发布最新研报称,早前对众安在线信用保险方面的看法太保守,考虑到首季行业势头及监管方面的发展,该行估计消费金融业务收缩以及在贷余额的下降将大大减少公司的资产负债表风险,从而公司未来的综合成本率的改善将好于其之前的预期,带动该行调整对其2020/21年盈利预测的看法,该行将公司2021年每股盈测升19%。该行认为公司在香港亦正寻找新机会,由众安国际及富邦人寿共同持有的众安人寿获香港的虚拟保险公司牌照。同时众安银行亦获香港虚银牌照并开展了全面的营运,展示了公司在科技上的能力。摩根大通将众安在线(06060.HK)目标价由22港元调高至36港元,并将投资评级由“中性”升至“增持”。
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