小摩：降中国再保险(01508)目标价至1.6港元维持“中性”评级

智通财经04-13

智通财经APP获悉，小摩发布研报称，中国再保险(01508) 今年以来股价表现跑输大市，主要反映市场对2026财年承保利润率展望转弱。然而，该行认为市场过度悲观。原因包括其海外业务盈利能力持续提升，尤其是桥社(Chaucer)，加上预期内地财险和意外险业务利润率扩张，将可部分抵销宏观环境带来的压力。该行中国再保险目标价由1.8港元下调至1.6港元，维持“中性”评级。因此，该行将中国再保险2026...

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小摩：降中国再保险(01508)目标价至1.6港元 维持“中性”评级

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小摩：降中国再保险(01508)目标价至1.6港元维持“中性”评级