大行評級丨摩根士丹利:相信財險股價30日內將會上升
格隆匯8月3日丨摩根士丹利發表研究報吿指,相信財險股價30日內將會上升。該行表示,公司股價最近出現回落,使得短期估值更具吸引力。颱風襲擊廣東、福建和京津冀等地區,引發了對公司索賠增加的憂慮,目前京津冀暴雨的索賠金額預計約為2億元。雖然實際索賠金額仍未確定,但該行認為,集團準備工作改善和風險管理應該會對其有幫助。公司2022年和2021年的巨災索賠損失總額約為80億元,相信損失應該受控。該行指,集團上半年綜合成本率(CoR)符合投資者預期,並有望達成全年目標。該行認為,中期盈利和巨災索賠損失受控可能成為股價近期上升的催化劑。
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