摘要
随着"资产配置荒"时代的到来,当前资本市场低估值、高股息率的蓝筹股成了险资抢筹的对象。继安邦系的狂澜席卷民生银行、金地集团、金融街,国寿、人保、泰康人寿、新华人寿大举进军医疗领域,阳光保险、天安财险、华夏人寿逐鹿房地产市场之后,宝能系的前海人寿在2015年底更是掀起了声势浩大的抢筹万科A强劲之风,引起了投资人对大股东股权之争的热议。本文在分析了资本市场进攻的路径及相关的投资逻辑后,就险资举牌的风险等问题进行深入的探讨,提出相关的风险应对之策。
With the arrival of the asset allocation shortage era, the current capital market underestimate the value, high dividend yield of the blue chip became the object of the insurance capital rush to raise. Following the Ampang line in the raging tide swept the Minsheng Bank, golden group, Finance Street, China life, PICC, Taikang Life Insurance, Xinhua Life Insurance inroads into the medical field, sunshine insurance, Tian An insurance, Huaxia life compete in the real es- tate market, Po can line before the sea life at the end of 2015 is set off a massive rush to raise Vanke a strong wind, caused by the boiling of shareholder equity investors to discuss. This article in the analysis of the capital market attack path and related investment logic, on venture capital placards risk problem of in-depth discussion, put forward the risk countermea- sures.
出处
《浙江金融》
2016年第3期60-66,共7页
Zhejiang Finance
关键词
险资投资
举牌风险
发展对策
Venture capital investment
Placards risk
Development countermeasures
