Core Viewpoint - Goldman Sachs reports that domestic insurance stocks have generally announced third-quarter earnings forecasts, with many companies' profits for the first three quarters significantly exceeding expectations, even surpassing full-year market predictions. The initial performance of third-quarter earnings is believed to be largely reflected in stock prices, and future investor focus is expected to shift towards revenue and dividend guidance [1] Group 1 - Major insurance companies are set to release their third-quarter earnings at the end of the month, with Goldman Sachs expecting an improvement in the risk-return profile of domestic insurance stocks [1] - The forecast indicates that the profit performance for the first three quarters will surpass market expectations, and the new business value is projected to maintain double-digit growth through 2026 [1] - Goldman Sachs maintains a "buy" rating on China Ping An (02318), China Taiping (02601), and China Pacific Insurance (02328) [1]
高盛:料市场关注内险股收入及股息指引 维持对中国平安(02318)、中国太保(02601)及中国财险(02328)的“买入”评级