《大行報告》野村上調中國平安(02318.HK)目標價至116.57元 評級「買入」
野村發表報告指,中國平安(02318.HK)下半年首兩個月壽險首年保費收入按年倒退12%,跌幅與上半年的11%相若,反映自新型肺炎疫情影響復甦進度緩慢,首八個月計則按年跌11%。該行認為最壞情況已過,惟復甦需時更長,相信其後保險需求將因疫情關係而提升,加上中國平安進行壽險改革,相信至明年新業務價值將大幅反彈,目標價自108.74元上調至116.57元,維持「買入」評級。
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