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瑞銀料中國財險未來數年償付能力無虞維持買 @ 2011-12-01T01: Back Hot News
Keyword:財險 供股
Concept:
【本報記者黃雋灝報道】半年償付能力大跌的中國財險(2328)宣布於本港及內地市場供股集資61.3億元。股東每持有10股股份將獲發1股供股股份,本港供股價為5.5元,較昨日收市價10.14元折讓46%。
瑞銀表示,財險供股價折讓47%,與大型內銀2010-11年供股折讓相若。供股有助一次過解決所有疑慮,股本回報率高於保費收入增長,估計償付能力未來數年並不會出現大問題。目前增長受限於較弱的資產負債表,料財險增長可以加快。料償付能力比率將由159%升至180-190%。
花旗表示,財險<02328.HK>建議進行10供1,H股供股價5.5元(較28日收報折讓約47%),而對於持有9.9%股權的AIG承諾認講,反映AIG對財險前景樂觀。花旗預計,供股後財險的償付能力將增至約180%,較中國保監會建議的150%健康水平高,料負債對資產淨值比例也由上半年的63%下跌至約50%,明年會進一步跌至40%。又預計供股令2012年預測每股賬面淨值...... 供股消除疑慮 確認「買入」" />請在這里發表您個人看法,發言時請遵守法紀注意文明。
恆生指數昨收報18256點,升218點,重越10天移動平均線(昨處18253點);國企指數收報9714點,升104點;主板成交達550億元,較周一增139億元或34%。大市回穩,中資金融股集資、套現潮又出現。除中國財險(02328)昨公布供股集資60億元(詳見A16版"財險供股籌61億 分析憂未夠"報道),有機構投資者昨收市後配售4億股建設銀行(00939),每股作價介乎5.17至5.3元,較昨收市價5.3元折讓最多2.5%,最多套現21.2億元,德銀為配售代理。

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