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平静致远

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2023-10-31

中国财险如此确定的收入，该价值几何？

$中国财险(02328)$ 中国财险的税前利润分为三块： 1、承保利润半确定收入，去年全年￥103亿，当前￥74亿 2、股息、利息和租金收入确定收入，稳定增长，去年全年￥202亿 3、权益投资浮动盈亏长期投资才会体现收益，短期波动而不确定上述 1+2 是人保比较确定的收入，基本判断23年全年该 1+2 大概率会高于￥300亿元，则合港币320亿元，而且基本以每年5%的增长率增长。假设无风险利率为5%，则合理投资PE为20倍。忽略长期投资3的收益，仅仅以 1+2 的毛利润来看，中国财险如此确定的收入，该价值几何？

中国财险如此确定的收入，该价值几何？

2022-09-05

这种水平的攻击，也只有鹅螺丝了...

抱歉，原内容已删除

2021-09-17

高负债的公司，尽量避开。

抱歉，原内容已删除

2021-07-30

股市的膨胀剂。：）

抱歉，原内容已删除

2021-07-23

最后都要回归价值中枢

抱歉，原内容已删除

2021-07-03

扯淡

【券商聚焦】交银降中国财险(02328)至“中性”评级指股价已反映基本面改善

2021-03-25

这些投资的企业一直在烧腾讯的钱，同一客户在腾讯投资体系创造了多重流量，可产生利润了吗？

抱歉，原内容已删除

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style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-07-02 09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/03329\">交银国际</a>发研报指，<a href=\"https://laohu8.com/S/02328\">中国财险</a>预计2021年上半年净利润同比增长20-35%，2季度业绩略好于预期。交银预计上半年保费收入同比增长1%，综合成本率较1季度提升，但同比仍有改善。预计上半年综合成本率为96.9%，同比下降0.4个百分点。研报续指，车险综改自2020年9月开始实施，考虑到基数的影响，预计对于车险保费的影响自今年4季度开始有望趋缓，但对于综合成本率的负面影响将加剧。交银上调21年盈利预测4.5%，预计2021年盈利在较低基数上同比增长18%，主要由于信用保证险同比显著减亏，但2022年盈利增速将降至个位数。交银维持该股目标价7.60港元，股价对于基本面改善已较充分反映，将评级从买入下调至中性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b316935034311b351e6e3b3c20c27e8","relate_stocks":{"02328":"中国财险"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=03a00753b9ed7beebd62dce309e9f073","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148820410","content_text":"凤凰网港股|交银国际发研报指，中国财险预计2021年上半年净利润同比增长20-35%，2季度业绩略好于预期。交银预计上半年保费收入同比增长1%，综合成本率较1季度提升，但同比仍有改善。预计上半年综合成本率为96.9%，同比下降0.4个百分点。研报续指，车险综改自2020年9月开始实施，考虑到基数的影响，预计对于车险保费的影响自今年4季度开始有望趋缓，但对于综合成本率的负面影响将加剧。交银上调21年盈利预测4.5%，预计2021年盈利在较低基数上同比增长18%，主要由于信用保证险同比显著减亏，但2022年盈利增速将降至个位数。交银维持该股目标价7.60港元，股价对于基本面改善已较充分反映，将评级从买入下调至中性。","news_type":1,"symbols_score_info":{"02328":1}},"isVote":1,"tweetType":1,"viewCount":1936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358005006,"gmtCreate":1616637549805,"gmtModify":1616637549805,"author":{"id":"3450661895010148","authorId":"3450661895010148","name":"平静致远","avatar":"https://static.tigerbbs.com/4482bfc7bbdb07aed2b2a4879569a09a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450661895010148","authorIdStr":"3450661895010148"},"themes":[],"htmlText":"这些投资的企业一直在烧腾讯的钱，同一客户在腾讯投资体系创造了多重流量，可产生利润了吗？","listText":"这些投资的企业一直在烧腾讯的钱，同一客户在腾讯投资体系创造了多重流量，可产生利润了吗？","text":"这些投资的企业一直在烧腾讯的钱，同一客户在腾讯投资体系创造了多重流量，可产生利润了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358005006","repostId":"2122496033","repostType":2,"isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":669854345,"gmtCreate":1662349121587,"gmtModify":1662349122557,"author":{"id":"3450661895010148","authorId":"3450661895010148","name":"平静致远","avatar":"https://static.tigerbbs.com/4482bfc7bbdb07aed2b2a4879569a09a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450661895010148","authorIdStr":"3450661895010148"},"themes":[],"htmlText":"这种水平的攻击，也只有鹅螺丝了...","listText":"这种水平的攻击，也只有鹅螺丝了...","text":"这种水平的攻击，也只有鹅螺丝了...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669854345","repostId":"1123822565","repostType":2,"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175342268,"gmtCreate":1627009491154,"gmtModify":1627009491154,"author":{"id":"3450661895010148","authorId":"3450661895010148","name":"平静致远","avatar":"https://static.tigerbbs.com/4482bfc7bbdb07aed2b2a4879569a09a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450661895010148","authorIdStr":"3450661895010148"},"themes":[],"htmlText":"最后都要回归价值中枢","listText":"最后都要回归价值中枢","text":"最后都要回归价值中枢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175342268","repostId":"2153679466","repostType":2,"isVote":1,"tweetType":1,"viewCount":1893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236396344107240,"gmtCreate":1698735881713,"gmtModify":1698735883482,"author":{"id":"3450661895010148","authorId":"3450661895010148","name":"平静致远","avatar":"https://static.tigerbbs.com/4482bfc7bbdb07aed2b2a4879569a09a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450661895010148","authorIdStr":"3450661895010148"},"themes":[],"title":"中国财险如此确定的收入，该价值几何？","htmlText":"<a href=\"https://laohu8.com/S/02328\">$中国财险(02328)$&nbsp;</a> 中国财险的税前利润分为三块： 1、承保利润 半确定收入，去年全年￥103亿，当前￥74亿 2、股息、利息和租金收入 确定收入，稳定增长，去年全年￥202亿 3、权益投资浮动盈亏 长期投资才会体现收益，短期波动而不确定 上述 1+2 是人保比较确定的收入，基本判断23年全年该 1+2 大概率会高于￥300亿元，则合港币320亿元，而且基本以每年5%的增长率增长。 假设无风险利率为5%，则合理投资PE为20倍。 忽略长期投资3的收益，仅仅以 1+2 的毛利润来看，中国财险如此确定的收入，该价值几何？","listText":"<a href=\"https://laohu8.com/S/02328\">$中国财险(02328)$&nbsp;</a> 中国财险的税前利润分为三块： 1、承保利润 半确定收入，去年全年￥103亿，当前￥74亿 2、股息、利息和租金收入 确定收入，稳定增长，去年全年￥202亿 3、权益投资浮动盈亏 长期投资才会体现收益，短期波动而不确定 上述 1+2 是人保比较确定的收入，基本判断23年全年该 1+2 大概率会高于￥300亿元，则合港币320亿元，而且基本以每年5%的增长率增长。 假设无风险利率为5%，则合理投资PE为20倍。 忽略长期投资3的收益，仅仅以 1+2 的毛利润来看，中国财险如此确定的收入，该价值几何？","text":"$中国财险(02328)$ 中国财险的税前利润分为三块： 1、承保利润 半确定收入，去年全年￥103亿，当前￥74亿 2、股息、利息和租金收入 确定收入，稳定增长，去年全年￥202亿 3、权益投资浮动盈亏 长期投资才会体现收益，短期波动而不确定 上述 1+2 是人保比较确定的收入，基本判断23年全年该 1+2 大概率会高于￥300亿元，则合港币320亿元，而且基本以每年5%的增长率增长。 假设无风险利率为5%，则合理投资PE为20倍。 忽略长期投资3的收益，仅仅以 1+2 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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【券商聚焦】交银降中国财险(02328)至“中性”评级 指股价已反映基本面改善\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-07-02 09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/03329\">交银国际</a>发研报指，<a href=\"https://laohu8.com/S/02328\">中国财险</a>预计2021年上半年净利润同比增长20-35%，2季度业绩略好于预期。交银预计上半年保费收入同比增长1%，综合成本率较1季度提升，但同比仍有改善。预计上半年综合成本率为96.9%，同比下降0.4个百分点。研报续指，车险综改自2020年9月开始实施，考虑到基数的影响，预计对于车险保费的影响自今年4季度开始有望趋缓，但对于综合成本率的负面影响将加剧。交银上调21年盈利预测4.5%，预计2021年盈利在较低基数上同比增长18%，主要由于信用保证险同比显著减亏，但2022年盈利增速将降至个位数。交银维持该股目标价7.60港元，股价对于基本面改善已较充分反映，将评级从买入下调至中性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b316935034311b351e6e3b3c20c27e8","relate_stocks":{"02328":"中国财险"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=03a00753b9ed7beebd62dce309e9f073","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148820410","content_text":"凤凰网港股|交银国际发研报指，中国财险预计2021年上半年净利润同比增长20-35%，2季度业绩略好于预期。交银预计上半年保费收入同比增长1%，综合成本率较1季度提升，但同比仍有改善。预计上半年综合成本率为96.9%，同比下降0.4个百分点。研报续指，车险综改自2020年9月开始实施，考虑到基数的影响，预计对于车险保费的影响自今年4季度开始有望趋缓，但对于综合成本率的负面影响将加剧。交银上调21年盈利预测4.5%，预计2021年盈利在较低基数上同比增长18%，主要由于信用保证险同比显著减亏，但2022年盈利增速将降至个位数。交银维持该股目标价7.60港元，股价对于基本面改善已较充分反映，将评级从买入下调至中性。","news_type":1,"symbols_score_info":{"02328":1}},"isVote":1,"tweetType":1,"viewCount":1936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358005006,"gmtCreate":1616637549805,"gmtModify":1616637549805,"author":{"id":"3450661895010148","authorId":"3450661895010148","name":"平静致远","avatar":"https://static.tigerbbs.com/4482bfc7bbdb07aed2b2a4879569a09a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450661895010148","authorIdStr":"3450661895010148"},"themes":[],"htmlText":"这些投资的企业一直在烧腾讯的钱，同一客户在腾讯投资体系创造了多重流量，可产生利润了吗？","listText":"这些投资的企业一直在烧腾讯的钱，同一客户在腾讯投资体系创造了多重流量，可产生利润了吗？","text":"这些投资的企业一直在烧腾讯的钱，同一客户在腾讯投资体系创造了多重流量，可产生利润了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358005006","repostId":"2122496033","repostType":2,"isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}