高盛将平安(02318.HK)剔出确信买入名单降内险股目标价

AAFN2021-09-06

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

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进击的徐小伟
2021-09-06
进击的徐小伟
高盛反买别墅靠海

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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&nbsp;&nbsp;&nbsp;<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":{"01339":"中国人民保险集团","02318":"中国平安","01336":"新华保险","02328":"中国财险","02601":"中国太保","02628":"中国人寿","01299":"友邦保险"},"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,"symbols_score_info":{"01299":0.6,"01336":0.6,"01339":0.9,"02318":1,"02328":0.6,"02601":0.6,"02628":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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