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《大行》匯豐研究:財險(02328.HK)中期業績強勁 維持「持有」評級
匯豐研究發表研究報告指,財險(02328.HK)上半年承保業績強勁,車險綜合成本率改善2.2個百分點,非車險改善0.1個百分點,估計海外新能源汽車車險業務可成爲新增長引擎,預測2025至2029年車險綜合成本率將達到96%。由於綜合成本率表現好過預期,將2025至2027年綜合成本率預測下調各0.5%,並將淨利潤預測上調約7%,目標價從17.2元升至18.7元,維持「持有」評級。該行亦將人保(01339.HK)目標價從6.1元上調至6.6元,同樣維持「持有」評級。
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