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平静致远
2023-10-31
中国财险如此确定的收入,该价值几何?
$中国财险(02328)$
中国财险的税前利润分为三块: 1、承保利润 半确定收入,去年全年¥103亿,当前¥74亿 2、股息、利息和租金收入 确定收入,稳定增长,去年全年¥202亿 3、权益投资浮动盈亏 长期投资才会体现收益,短期波动而不确定 上述 1+2 是人保比较确定的收入,基本判断23年全年该 1+2 大概率会高于¥300亿元,则合港币320亿元,而且基本以每年5%的增长率增长。 假设无风险利率为5%,则合理投资PE为20倍。 忽略长期投资3的收益,仅仅以 1+2 的毛利润来看,中国财险如此确定的收入,该价值几何?
中国财险如此确定的收入,该价值几何?
平静致远
2022-09-05
这种水平的攻击,也只有鹅螺丝了...
抱歉,原内容已删除
平静致远
2021-09-17
高负债的公司,尽量避开。
抱歉,原内容已删除
平静致远
2021-07-30
股市的膨胀剂。:)
抱歉,原内容已删除
平静致远
2021-07-23
最后都要回归价值中枢
抱歉,原内容已删除
平静致远
2021-07-03
扯淡
抱歉,原内容已删除
平静致远
2021-03-25
这些投资的企业一直在烧腾讯的钱,同一客户在腾讯投资体系创造了多重流量,可产生利润了吗?
抱歉,原内容已删除
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