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瑞銀:下調中國太保(2601.HK)目標價至35港元 評級“買入”
格隆匯 10-31 14:24

瑞銀髮表研究報告,指中國太保(02601.HK)第三季首年保費下跌19%,表現差過該行預期。雖然公司沒有像上半年般披露新業務價值(NBV)及税前溢利的增長,但該行預料受到首年保費下跌拖累,第三季的NBV料錄15%至19%的跌幅。

報告稱,第三季太保除税前溢利增長51%,反映在新税務規則下享有的税收優惠,該行將太保除税前溢利預測上調,但下調全年NBV預測至倒退10%,並將其目標價由原來的38港元下調至35港元。維持“買入”評級。

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