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《大行報告》券商對國壽(02628.HK)投資評級及目標價(表)
阿思達克 08-21 15:55
國壽(02628.HK)將於下周三(26日)公布今年中期業績,新冠疫情令內地政府實施限制社交距離措施,抑制了線下保險銷售活動,但料第二季起漸見改善,本網綜合10間券商預期,國壽今年上半年得新業務價值預測介乎365億至380.3億元人民幣,較上年同期345.69億元人民幣,按年增5.6%至10%,中位數370.71億人民幣按年升7.2%,增長可領先同業。

由於2019年上半年股市強勁表現及保險稅收新規帶來稅收返還,帶來了2019年上半年較高的利潤基數,同時2020年上半年股市下滑及準備金補提的壓力下,本網綜合4間券商預期,國壽今年上半年錄純利介乎282.17億至311億人民幣,較上年同期375.99億人民幣,按年倒退17.3%至25%,中位數為301億人民幣按年跌20%。

本網綜合19間券商予國壽投資評級及目標價:

券商│投資評級│目標價(港元)

摩根大通│增持│49元

海通國際│跑贏大市│42.16元

瑞信│跑贏大市│30元

花旗│增持│27.5元

華泰金控│買入│26元

工銀國際│跑贏大市│25元

麥格理│跑贏大市│25元

銀河-聯昌│收集│25元

大和│買入│25元

法巴│買入│24元

野村│買入│23.95元

招商證券國際│買入│23.7元

美銀證券│買入│22.1元

交銀國際│買入│21元

瑞銀│中性│20.5元

匯豐環球研究│持有│18.9元

摩根士丹利│與大市同步│18元

星展│持有│17.5元

瑞穗│中性│16.3元

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