《大行报告》野村上调中国平安(02318.HK)目标价至116.57元 评级「买入」
野村发表报告指,中国平安(02318.HK)下半年首两个月寿险首年保费收入按年倒退12%,跌幅与上半年的11%相若,反映自新型肺炎疫情影响复苏进度缓慢,首八个月计则按年跌11%。该行认为最坏情况已过,惟复苏需时更长,相信其後保险需求将因疫情关系而提升,加上中国平安进行寿险改革,相信至明年新业务价值将大幅反弹,目标价自108.74元上调至116.57元,维持「买入」评级。
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