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野村:國壽(2628.HK)上半年業績符合預期 維持買入評級
格隆匯 08-27 13:15

野村發表研究報告指,中國人壽(2628.HK)上半年業績一如預期錄得強勁表現。上半年純利按年跌19%,意味次季增長16%,符合該行預期。該行維持國壽目標價23.95港元,以及買入評級。

野村表示,國壽上半年新業務價值按年增長7%,領先於同業,亦符合該行預期。由於強勁的資本市場表現,導致市值調整等,內含價值較年初增長7.8%,比該行預期高2%。

該行預計,國壽的業務將保持穩定的增長趨勢,今年下半年亦會持續,全年的新業務價值估計將按年增長8.2%,主要受惠於代理人數目強勁增長,並認為集團是利率反彈的最大受惠者。

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