《大行报告》麦格理:分拆陆金所上市对平安(02318.HK)温和正面 维持「跑赢大市」评级
麦格理发表报告表示,中国平安(02318.HK)联营公司陆金所已就首次公开发行并在纽约证券交易所上市美国存托股份公开递交F-1注册登记表,料分拆上市对平安带来温和正面的影响。
报告补充,据陆金所的资料显示,过去一年其税後净利为130亿元人民币,相当於平安科技业务之税後经营溢利超过100%。该行相信看好平安的长线前景仍然亮丽,但未来两个季度收益及新业务指标存在令人失望的风险。一旦确定明年业务强劲的预期,预计股价将会出现反弹。该行维持其「跑赢大市」评级,目标价为107元。
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