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野村:下调内险新业务价值增长预测 寿险看好平安和太保
格隆汇 09-24 11:19

野村发表报告,下调内险企业新业务增长预测及目标价,指其疲弱的增长势头将延至今年第三季,该行下调太保(02601.HK)今年全年新业务价值增长预测4.5个百分点,料其全年新业务价值倒退3%。

该行下调国寿(02628.HK)新业务价值增长预测3.7个百分点,料其全年增长15%。下调新华保险(01336.HK)增长预测2.9个百分点,料其全年倒退6%。下调中国太平(00966.HK)增长预测5.4个百分点,料其倒退5%。

野村同时轻微下调以上股份目标价,将中国太保目标价自39.14港元下调至39.03港元,国寿目标价自22.44港元下调至22.4港元,将新华保险目标价自47.65港元下调至47.6港元,将中国太平目标价自27.04港元下调至26.98港元,评级皆维持“买入”。

野村估计,中国平安(02318.HK)全年新业务价值增长可达8%,目标价自114.87港元上调至115.47港元,评级维持“买入”。该行继续偏好高利润率内险企业,包括中国平安及太保,料在负利率状态下,其优质寿险业务可作缓冲

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