4月2日 -
** 金融服务公司Equitable Holdings EQH.N股价上涨5.6%至55.2美元,此前该公司将其在投资管理公司AllianceBernstein AB.N的 (link) 股份增至68.6%。
** 券商瑞银将该公司评级从 "中性 "上调至 "买入";将目标价从49美元上调至77美元
** 将EQH的年金销售、在AB的股份增加以及通过再保险降低风险 (link),作为增长动力
** 最近宣布的与美国再保险集团(Reinsurance Group of America)的寿险去风险化是 EQH 最新的组合优化努力,释放了 20 多亿美元的可部署资本,对盈利的影响极小。
** 补充说,目前的环境对注册指数挂钩年金的需求是个好兆头,因为它对利率不那么敏感,并能从波动中获益
** 13家券商中有9家将其股票评级为 "买入 "或更高,4家为 "持有";根据LSEG汇编的数据,PT中值为66美元。
** 包括盘中走势在内,EQH股价今年累计上涨约17.3%,而标准普尔500指数.SPX下跌4.2%。
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