-- 杰富瑞(Jefferies)周二在一份报告中指出,鉴于保单持有人增长通常在第四财季最为显著,预计Medibank Private(ASX:MPL)将实现其2026财年的业绩预期。 截至2025年12月的12个月内,该公司居民保单持有人增长率为2.3%,高于行业平均水平2.1%,这意味着即使竞争加剧,其市场份额仍将有所增长。 第三财季的理赔增长与行业平均水平一致。Medibank在本财年的前九个月中,根据合作计划向私立医院支付了3930万澳元,而2025财年同期为3660万澳元。 其理赔增长与近期行业趋势相符,并受益于积极的理赔管理。该公司预计2026财年每份保单的理赔增长率将比上年同期增长2.6%至2.9%。 该投资公司维持对 Medibank 的“持有”评级,并将目标价从 4.90 澳元上调至 5.15 澳元。
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