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加拿大皇家银行预计财产及意外伤害保险行业第一季度业绩将“保持韧性”。

-- 加拿大皇家银行资本市场预计财产及意外伤害保险（P&C）行业第一季度业绩将保持“韧性”，但认为这些业绩不足以改变目前投资者对该行业的低迷情绪。 分析师巴特·迪亚尔斯基(Bart Dziarski)将Fairfax Financial (FFH.TO)的目标股价从2234美元上调至2261美元，主要原因是Poseidon交易，并维持“跑赢大盘”评级。他认为，目前的估值并未反映Fairfax承保业务和投资组合的积极增长势头。 “我们预计，在有利（尽管增速放缓）的定价环境下，Fairfax的承保业绩将保持强劲，而Fairfax历来以善于把握机遇而著称。Fairfax的投资组合已进行重新调整，以利用当前的利率环境推动投资业绩改善，我们预计这一趋势将持续下去。”他写道。 Dziarski预计，随着Fairfax持续保持稳健的经营业绩，其市净率估值相对于同行的折让将会收窄。 对于多元化金融板块，Dziarski对goeasy (GSY.TO)仍持谨慎态度，并将关注goeasy在解决LendCare投资组合内部问题方面的最新进展，包括内部控制/财务报告以及核销/贷款损失。“我们认为，解决上述问题对于改善市场情绪至关重要。” 他维持对goeasy的“弱于大盘”评级，目标价为33.00美元。Dziarski预计管理层的三点行动计划要到2028年以后才能生效，并认为随着投资者重新评估账面价值的可持续性以及公司稳定信贷表现的能力，其估值存在下行风险。

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