瑞銀:升人保(01339.HK)目標價至4.1港元 壽險增長及純利勝預期
瑞銀髮表報告指,人保集團(01339.HK)第三季純利按年升1.84倍至59億元人民幣,主要受惠於税務新規及產險業務成本管控。首年壽險保費增50%,好過預期。該行預計人保產品組合持續改善,將帶動其利潤率上升。
該行上調人保2019至2021年盈利預測3%-5%,同時亦上調新業務價值增長預測,目標價相應自4港元輕微上調至4.1港元,維持“買入”評級,相信其壽險業務改善仍未於現價反映。

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