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平静致远
平静致远
·
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？
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中国财险如此确定的收入，该价值几何？
平静致远
平静致远
·
2022-09-05
这种水平的攻击，也只有鹅螺丝了...
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平静致远
平静致远
·
2021-09-17
高负债的公司，尽量避开。
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平静致远
平静致远
·
2021-07-30
股市的膨胀剂。：）
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平静致远
平静致远
·
2021-07-23
最后都要回归价值中枢
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平静致远
平静致远
·
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
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。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。
【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
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平静致远
平静致远
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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？
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09:29","market":"us","language":"zh","title":"【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","url":"https://stock-news.laohu8.com/highlight/detail?id=2148820410","media":"凤凰网港股","summary":"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。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。","content":"<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>","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>【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</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; 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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":2771,"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":[],"title":"","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":2694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}