大行评级|花旗:对新华保险开展30天下行催化剂观察 目标价25.6港元

格隆汇
Yesterday

花旗发表研报,对新华保险开展30天下行催化剂观察,主要基于新业务价值及内涵价值可能会出现大幅度下滑,预计上市险企2024年业绩发布时或将长期投资回报率预测及风险折现率下调,考虑到在上市同业中新华保险对投资表现变化敏感最高,预料将受到一定拖累。而根据该公司披露信息,长期投资回报率预测及风险折现率假若下调50个基点,新华2023年新业务价值最多下降74%。

花旗目前给予新华保险“中性”评级,目标价25.6港元。

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