野村:予中國平安(2318.HK)“買入“評級 上調目標價至124.79港元
野村發佈報告稱,中國平安(2318.HK)在保險業務方面會繼續聚焦於業務質素,維持其可持續的發展策略,並將帶來長期效益,因此上調平保H股目標價8.1%至124.79港元,予"買入"評級。
該行稱,因業務正處過渡期的關係,平保短期內增長可能受壓。該行還稱,現時平保旗下眾多的主要科技平台在更新其市場價值後,約佔整體估值約8.7%(未計折讓),而為陸金所正處於業務轉型。隨着前謝永林出任公司總經理,有助平保旗下業務增加協同效應,相信平安銀行將會在平保的生態系統中扮演更重要的角色,有助把非金融業務和金融服務業務結合。

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