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摩根士丹利称，受日本销售暂停影响，保德信金融集团的复苏前景不明朗。

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-- 摩根士丹利周一在一份报告中指出，保德信金融集团（PRU）因在日本自愿暂停新保单销售而面临持续压力，其销售额、收入和声誉的复苏前景尚不明朗。 该公司更新了盈利预期，此前其在日本的保德信人寿保险公司决定将自愿暂停销售期限再延长180天至11月。报告还指出，媒体报道显示，日本金融厅正在进行现场检查，并且有迹象表明该公司可能已经意识到部分问题。 摩根士丹利表示，鉴于日本寿险行业以往的不当行为案例，目前的情况可能不会很快得到解决。虽然保德信的情况有所不同，但该公司表示，“考虑到不当行为的范围之广以及相关的暂停销售，我们认为该公司更有可能面临销售额和年度净保费的长期结构性压力。” 基于预计2026年税前运营利润将受到5.25亿美元至5.75亿美元的影响，2027年将受到4亿美元至4.5亿美元的影响，该公司表示，将2026年每股收益预期下调至13.43美元，2027年每股收益预期下调至14.73美元。 摩根士丹利将保德信金融集团的股票评级从“持股观望”下调至“减持”，并将目标股价从106美元下调至92美元。

Price: $98.40, Change: $-0.22, Percent Change: -0.22%

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