《大行报告》中国平安(02318.HK)投资评级及目标价(表)
中国平安(02318.HK)将於明天(3日)公布2020年业绩,期内受到新冠疫情大流行影响及寿险(保险代理团队及渠道)改革影响下,本网综合15间券商料中国平安去年纯利介乎1,223.93亿至1,381.34亿人民币,较2019年纯利1,494.07亿人民币,按年跌7.5%至18.1%,中位数1,299.85亿人民币按年跌13%。
券商指公司上季新单保费降幅较去年前三季扩大,因公司上季已将业务重心转至今年「开门红」业务,综合13间券商料平安去年新业务价值介乎501.24亿至609.36亿人民币,较上年同期纯利759.45亿人民币,按年跌19.8%至跌34%,中位数530亿人民币,按年下滑30.2%。
而投资者将关注中国平安管理层对新业务价值增长、保险代理、企业业务策略及收购计划的指引。
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本网综合17间券商列出对中国平安的投资评级及目标价:
券商│投资评级│目标价(港元)
银河-联昌│收集│140元
摩根大通│ 买入│130元
摩根士丹利│增持│121元
汇丰环球研究│ 买入│120元
星展│买入│120元
中银国际│买入│118元
瑞银│买入│117元
野村│买入│116.7元
瑞信│跑赢大市│116元
建银国际│跑赢大市│116元
花旗│买入│114元
中金│跑赢行业│113元
工银国际│跑赢大市│112元
交银国际│买入│107元
华泰金控│买入|105元
大和│持有│95元
法巴│持有│95元
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