2009年11月韩国保险行业研究报告

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【出版时间及名称】：2009年11月韩国保险行业研究报告
        【作者】：WOORI
        【文件格式】：PDF
        【页数】：36
        【目录或简介】：
Table of contents
I. Investment points ................................................................................................................
II. 2009 review: new contract surge hurts short-term earnings .........................................
III. 2010 outlook: fears overblown; insurance shares too cheap .......................................
􀁺 Issue 1: time to reap fruit of long-term line new contract growth
- Valuations attractive—improvement in earnings structure not yet reflected
􀁺 Issue 2: rising worry about slowing new contract growth already priced in
- New contracts key to expanding embedded value
- Slowing new contract growth sparks three main concerns
- Risk: possible change in new contract portfolio
􀁺 Issue 3: Auto loss ratio entering upcycle, but auto prem hike likely
􀁺 Other issues: mid-/long-term regulatory changes
IV. Top Picks: LIG Insurance and Samsung F&M ................................................................
[Company analysis]
LIG Insurance (Buy, TP W31,700) ........................................................................................
Samsung F&M (Buy, TP W260,000) .....................................................................................
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关键词：行业研究报告 研究报告 行业研究 保险行业 IMPROVEMENT 研究报告 行业 韩国

好贵好贵啊