港股異動丨中國人壽(2628.HK)領跌內險股 前三季淨利降18.4% 中金大砍目標價
格隆匯10月29日丨今日內線股集體走軟,中國人壽(2628.HK)跌3.53%領跌,盤中一度跌近5%,中國太保亦跌超3%,中國平安跌2%。中國人壽昨日發佈2020年第三季度報告,前三季實現營業收入6915.71億元,同比增長10.8%;歸屬於母公司股東的淨利潤470.78億元,同比減少18.4%;扣除非經常性損益後歸屬於母公司股東的淨利潤472.78億元,同比減少10.1%。中金公司隨後發表報告,指投資收益拖累國壽第三季盈利略低於該行預期,把2020和2021年每股新業務價值預測分別下調3%和4%,主要因為第三季度疫情對居民短期保險需求的負面影響超過該行此前預期。該行又指,本港市場投資者對國壽2021業務增長的持續性較為擔憂,帶來H股估值折讓,下調H股目標價20%至24港元;A股目標價維持52元人民幣,評級“跑贏行業”。

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