进击的徐小伟
2021-09-06
高盛反买 别墅靠海
高盛将平安(02318.HK)剔出确信买入名单 降内险股目标价
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":817949594,"tweetId":"817949594","gmtCreate":1630900870718,"gmtModify":1631885284330,"author":{"id":3561850660076010,"authorId":3561850660076010,"authorIdStr":"3561850660076010","name":"进击的徐小伟","avatar":"https://static.tigerbbs.com/0f022be559c389a4135ab4eb456224be","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>高盛反买 别墅靠海</p></body></html>","htmlText":"<html><head></head><body><p>高盛反买 别墅靠海</p></body></html>","text":"高盛反买 别墅靠海","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/817949594","repostId":2165805383,"repostType":2,"repost":{"id":"2165805383","pubTimestamp":1630897232,"share":"https://www.laohu8.com/m/news/2165805383?lang=&edition=full","pubTime":"2021-09-06 11:00","market":"us","language":"zh","title":"高盛将平安(02318.HK)剔出确信买入名单 降内险股目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2165805383","media":"AAFN","summary":"高盛发表报告,更新对中资保险商的预测,以反映今年上半年的业绩、行业发展趋势,及下半年至今投资市场的波动。高盛下调多家内险股目标价,将中国平安剔出确信买入名单,认为集团於上半年的经纪人数跌幅较预期为大,降低了近期新业务增长的能见度,并推迟该行对其首年新业务价值转正预测由今年押後至明年。详细投资评级及目标价见另表。","content":"<html><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>发表报告,更新对中资保险商的预测,以反映今年上半年的业绩、行业发展趋势,及下半年至今投资市场的波动。该行预期,在新业务销售增长疲弱下,行业经纪人数在下半年会继续下降。另外,由於投资市场波动及剩余利润(residual margin)增长放慢,估计行业今年下半年的盈利会下降,将<a href=\"https://laohu8.com/S/LFC\">中国人寿</a> 、<a href=\"https://laohu8.com/S/601318\">中国平安</a> 、<a href=\"https://laohu8.com/S/601601\">中国太保</a> 、新华人寿 及<a href=\"https://laohu8.com/S/00966\">中国太平</a> 下半年的盈利预测下调11%至24%。随着寿险险商适应经纪人数减少,高盛喜好人数较2019/20年高峰有大幅下跌,及於今年上半年有稳定毛利率的保险公司,相信此等因素是显示经纪重组计划实行良好的指标,并预期有关企业可有更早的复苏,及於明年及2023年有更佳的新业务价值/盈利增长。高盛下调多家内险股目标价,将<a href=\"https://laohu8.com/S/02318\">中国平安</a>剔出确信买入名单,认为集团於上半年的经纪人数跌幅较预期为大,降低了近期新业务增长的能见度,并推迟该行对其首年新业务价值转正预测由今年押後至明年。详细投资评级及目标价见另表。(ek/da)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛将平安(02318.HK)剔出确信买入名单 降内险股目标价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛将平安(02318.HK)剔出确信买入名单 降内险股目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 11:00 北京时间 <a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1127476&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛发表报告,更新对中资保险商的预测,以反映今年上半年的业绩、行业发展趋势,及下半年至今投资市场的波动。该行预期,在新业务销售增长疲弱下,行业经纪人数在下半年会继续下降。另外,由於投资市场波动及剩余利润(residual margin)增长放慢,估计行业今年下半年的盈利会下降,将中国人寿 、中国平安 、中国太保 、新华人寿 及中国太平 下半年的盈利预测下调11%至24%。随着寿险险商适应...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1127476&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"01299":"友邦保险","02318":"中国平安","01336":"新华保险","02628":"中国人寿","02601":"中国太保","02328":"中国财险","01339":"中国人民保险集团"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1127476&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2165805383","content_text":"高盛发表报告,更新对中资保险商的预测,以反映今年上半年的业绩、行业发展趋势,及下半年至今投资市场的波动。该行预期,在新业务销售增长疲弱下,行业经纪人数在下半年会继续下降。另外,由於投资市场波动及剩余利润(residual margin)增长放慢,估计行业今年下半年的盈利会下降,将中国人寿 、中国平安 、中国太保 、新华人寿 及中国太平 下半年的盈利预测下调11%至24%。随着寿险险商适应经纪人数减少,高盛喜好人数较2019/20年高峰有大幅下跌,及於今年上半年有稳定毛利率的保险公司,相信此等因素是显示经纪重组计划实行良好的指标,并预期有关企业可有更早的复苏,及於明年及2023年有更佳的新业务价值/盈利增长。高盛下调多家内险股目标价,将中国平安剔出确信买入名单,认为集团於上半年的经纪人数跌幅较预期为大,降低了近期新业务增长的能见度,并推迟该行对其首年新业务价值转正预测由今年押後至明年。详细投资评级及目标价见另表。(ek/da)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GS"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":16,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/817949594"}
精彩评论