瑞銀下調中國平安(02318.HK)目標價至104元 評級「買入」
中國平安(02318.HK)公布第三季業績,瑞銀發表報告指受產品組合影響,其新業務價值倒退33%,稍低於該行預期,惟季內稅後經營溢利增長12%高於預期,主要受到壽險業務稅後經營溢利增長16%所帶動。該行相信其線上及線下市佔率將持續提升,由於中國平安正進行壽險改革,並將繼續發展其健康科技業務。該行下調中國平安全年新業務價值預測,自倒退24%下調至倒退26%,惟維持2021年至2022年增長15%至18%的預測。該行下調中國平安目標價,自105元下調至104元,評級維持「買入」。
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