港股異動 | 保險股集體高開 友邦(1299.HK)高開近2% 帶動恆指上升52.34點
格隆匯1月31日丨保險股集體高開,友邦(1299.HK)高開近2%,帶動恆指上升52.34點;中國財險、中國太平、新華保險均高開逾1%。
世衞組織昨日發佈新型冠狀病毒感染肺炎疫情為國際關注的突發公共衞生事件,強調不建議實施旅行和貿易限制,並再次高度肯定中方的防控舉措。
花旗日前發報告指,武漢肺炎短期內對險企基本業務運作影響輕微及可控,長期而言則有機會提升市民買保險的意識,刺激保險銷售。目前上市險企估值近歷史低位,股價對內涵價值(P/EV)僅0.3-0.5倍(不包括中國平安),而且股息率回報吸引,不過該行認為業務輕微回覆不足以吸引市場進行價值重估,期待出現刺激股價因素,如股市反彈及危疾產品重新定義。
摩通亦指,相信股價調整為買入優質壽險股的機會,包括友邦、中國平安及中國人壽。
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