野村:升國壽(2628.HK)目標價至22.82港元 評級“買入”
野村發表報告指,中國人壽(02628.HK)首三季業績表現與其早前公佈之盈喜相符,強勁增長主要來自整體投資回報改善,回報率自去年同期的3.3%提升至5.7%。受惠低基數,首三季新業務價值(NBV)按年增長20%,大幅高於同業及該行預測之15%增幅。
該行上調國壽全年NBV預測3%,料全年NBV按年增長18%;同時考慮第三季純利表現強勁,野村上調國壽今年全年盈利預測34%,2020年及2021年分別上調9%及15%。目標價相應自22.4港元上調至22.82港元,評級維持“買入”。

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