南洋行家论股
伦平 火险赚幅有压力
目标价：16.30令吉
最新进展：
火险继续为伦平（LPI，8621，主板金融股）总保费最大的贡献业务，占了2018财年首9个月营业额的42.9%，按年上涨13%。
尽管汽车保险的总保费截至2018财年首9个月按年增10%，但索赔率更高，达74.9%，增加了4个百分点。
另外，由于建筑和工程项目表现疲弱，也拖累了伦平其他保险业务。
行家建议：
我们与伦平管理层会面后，对于短期前景持“中和”看法。
该公司放眼掌握更大火险市占率，但明年的火险级别检讨后，可能会带来压力。
因为火险检讨后，市场竞争会更激烈，进而压缩原本的高赚幅。
另外，汽车保险开放，虽然保费上涨，但索赔率高，也将对伦平造成压力。
我们预计，该公司未来的策略是强化保险代理机构的网络，并强化各个领域的产品。
http://www.enanyang.my/news/20181025/伦平br-火险赚幅有压力/
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