近日,摩根士丹利发布研报对保险公司2024年度业绩进行前瞻。其在研报中预计,保险公司将普遍在2024财年实现强劲的盈利增长,并提高每股派息(DPS)。寿险公司有望实现较高的新业务价值(VNB)增长,财产险公司也将保持业务健康稳定。基于对保险公司已发布的业绩预告进行分析,摩根士丹利对2025年保险板块的前景更加乐观,将多数保险公司的目标价上调0-40%。其中,研报对众安保险(6060-HK)股价做出...
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