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《大行報告》花旗下調財險(02328.HK)目標價至10.7元 評級「買入」
花旗發表研究報告,預測中國財險(02328.HK)上半年綜合成本率(CoR)將從去年中期的96%惡化至96.3%,主要受到汽車CoR從低基數回升的影響,上半年總保費料按年增長8.8%,該行預計公司上半年淨利潤將增長7%,達到203億元人民幣。 雖然或受到股權投資所拖累,但花旗仍預期財險中期業績表現會不錯,相應將2023至2025財年每股盈利預測分別微調1.1%、0.9%及0.8%,計及人民幣兌港元貶值因此,將目標價從10.9元下調至10.7元,維持「買入」評級。
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