-- 傑富瑞(Jefferies)週二在一份報告中指出,鑑於保單持有人成長通常在第四財季最為顯著,預計Medibank Private(ASX:MPL)將實現其2026財年的業績預期。 截至2025年12月的12個月內,該公司居民保單持有人增長率為2.3%,高於行業平均2.1%,這意味著即使競爭加劇,其市場份額仍將有所增長。 第三財季的理賠成長與產業平均一致。 Medibank在本財年的前九個月中,根據合作計畫向私立醫院支付了3,930萬澳元,而2025財年同期為3,660萬澳元。 其理賠成長與近期行業趨勢相符,並受益於積極的理賠管理。該公司預計2026財年每份保單的理賠成長率將比上年同期成長2.6%至2.9%。 該投資公司維持對 Medibank 的「持有」評級,並將目標價從 4.90 澳元上調至 5.15 澳元。
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