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野村:升中國太平(0966.HK)目標價至27.25港元 評級“買入”
格隆匯 01-17 13:38

野村發表報告將中國太平(00966.HK)2019財年的新業務價值(NBV)預測由原來的跌5%上修至僅跌4%,主要是由於去年公司出現管理層變動後,業務發展步伐有轉變所致。該行認為,公司就去年下半年的銷售表現作出了更大努力,有望部分抵銷去年上半年NBV倒退的影響。

該行又指,中國太平一直在強調國際化及為中國「一帶一路」戰略服務。在去年上半年,公司的海外保費佔其整體保費11%,至目前為止已有19家海外機構在營運。此外,公司的目標是2031至2035年將海外業務的佔比提升至25%。若成功的話,該行認為公司的海外戰略將會成為其與內地同業一個重要分野。

該行將公司的目標價上調1%至27.25港元,維持“買入”投資評級。

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