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《大行报告》券商对国寿(02628.HK)投资评级及目标价(表)
阿思达克 08-21 15:55
国寿(02628.HK)将於下周三(26日)公布今年中期业绩,新冠疫情令内地政府实施限制社交距离措施,抑制了线下保险销售活动,但料第二季起渐见改善,本网综合10间券商预期,国寿今年上半年得新业务价值预测介乎365亿至380.3亿元人民币,较上年同期345.69亿元人民币,按年增5.6%至10%,中位数370.71亿人民币按年升7.2%,增长可领先同业。

由於2019年上半年股市强劲表现及保险税收新规带来税收返还,带来了2019年上半年较高的利润基数,同时2020年上半年股市下滑及准备金补提的压力下,本网综合4间券商预期,国寿今年上半年录纯利介乎282.17亿至311亿人民币,较上年同期375.99亿人民币,按年倒退17.3%至25%,中位数为301亿人民币按年跌20%。

本网综合19间券商予国寿投资评级及目标价:

券商│投资评级│目标价(港元)

摩根大通│增持│49元

海通国际│跑赢大市│42.16元

瑞信│跑赢大市│30元

花旗│增持│27.5元

华泰金控│买入│26元

工银国际│跑赢大市│25元

麦格理│跑赢大市│25元

银河-联昌│收集│25元

大和│买入│25元

法巴│买入│24元

野村│买入│23.95元

招商证券国际│买入│23.7元

美银证券│买入│22.1元

交银国际│买入│21元

瑞银│中性│20.5元

汇丰环球研究│持有│18.9元

摩根士丹利│与大市同步│18元

星展│持有│17.5元

瑞穗│中性│16.3元

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