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大和:重申中國太保(2601.HK)買入評級 升目標價至45港元
格隆匯 01-12 13:17

大和發表研究報吿指,消息稱,太保壽險擬引入原友邦保險集團區域CEO擔任公司總經理,該行認為此舉有助加強公司管理,亦顯示公司正轉變為更為靈活的營運架構,重申中國太保(2601.HK)進行戰略轉型的看法,今年將會交出部分具體成績,將其H股目標價由41.5港元上調至45港元,重申買入評級,維持公司為相關板塊中首選股份。

該行表示,現時公司股價正處於2021年該行預測的0.57倍P/EV,認為現時股價被低估,並預期公司的長青計劃將會成為下一個催化劑,料今年新業務價值按年升17%,純利按年升18%。

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