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图142010年英国保诚估值水平与英国长端利率走势(倍)
图142010年英国保诚估值水平与英国长端利率走势(倍)
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所属报告:
保险行业深度报告:保险股估值探究影响因素、历史趋势与海外差异-230721(29页).pdf
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中国海诚历史估值与财务指标
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行业数据
2025-11-24
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保租房类REITs估值水平(P/NAV,P/FFO)
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行业数据
2025-08-12
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诚迈科技PE估值变化(TTM规则)
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行业数据
2025-04-15
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保租房类REITs估值水平(P/NAV,P/FFO)
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行业数据
2025-02-27
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国泰君安城投宽庭保租房REIT底层资产估值
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其它
2024-07-01
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保租房类REITs估值水平(P/NAV,P/FFO)
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其它
2024-03-01
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图表172007-2008年招保万金估值最高点与最低点
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行业数据
2010-12-01
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(Prudential PLC)作为欧洲地区寿险公司的代表。从趋势上看,2015 年之前三家险企估值水平整体相差不大,2015年后略有所分化,2018年起德国安联的估值水平明显高于法国安盛与英国保诚,一度超过 2x PEV,我们认为主要是由于 2017-2018 年公司NBV 增长表现相对较好。而英国保诚近年来 NBV 增速波动较大,估值水平基本上保持在 1x PEV 以下。值得注意的是,2020 年初三家公司估值均有显著下调,我们认为除了与新冠疫情因素有关外,也受到了英国正式脱欧事件的冲击。此外,以英国保诚为代表,也可以看到英国寿险公司估值水平的变化受到长端利率走势的影响。
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保险行业深度报告:保险股估值探究影响因素、历史趋势与海外差异-230721(29页).pdf
表4友邦保险定期调整EV评估所使用的风险贴现率与投资回报率假设
表3A股与H股保险II指数成分股情况
表2美国、欧洲和日本市场险企估值方法对比
图72013年以来上市险企估值水平变化趋势及影响因素(倍PEV)
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