中金:維持國壽H股(2628.HK)“優於大市”評級 目標價28港元
中金髮表研究報告指,中國人壽(2628.HK)第三季新業務價值按年增幅遠超市場預期,繼續領跑同業,故上調國壽今年盈利預測21%,並維持其H股及A股“優於大市”的投資評級,目標價分別為28港元及36元人民幣。
中金稱,受惠於投資收益大幅改善、税收政策變化,以及去年同期基數較低等因素帶動,國壽第三季淨利潤按年大增逾4.8倍至201億元人民幣。季內,新業務價值表現強勁,主要由於業務結構按年顯著改善,以及代理人數量繼續快速增長,因而將公司今、明兩年新業務價值預測均調升2.5%,預期國壽今年下半年及明年增長均能跑市贏行業表現,將有助扭轉市場對公司高增長持續性的質疑,並推動其估值修復。

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