大摩：予中国财险(02328)“增持”评级目标价降至13.3港元

智通财经网07-18

智通财经APP获悉，摩根士丹利发布研究报告称，予中国财险(02328)“增持”评级，目标价由13.6港元微降至13.3港元。总括而言，该行预计财险今年上半年的整体CoR将处于健康的96.8%，同比升1个百分点;次季天灾相关损失料可控。

该行预期，财险今年上半年净利润将同比减17%，胜于今年首季度盈利表现。考虑到目前股市形势，该行将2024财年利润预测下调5%，保持2025至2026财年预测基本不变。大摩亦认为，财险在行业中处于领先地位，较少受利率及股市波动所影响;公司有望达到2024财年实现汽车CoR及非汽车CoR，分别97%及100%的目标;公司基本面稳固，而且更具防御性;公司在投资绩效改善推动下，今年股本回报率可望出现改善。

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