《大行報告》瑞信上調太平(00966.HK)目標價至21元 評級「跑贏大市」
瑞信發表報告指,中國太平(00966.HK)去年下半年新業務價值以人民幣計算按年增長35%,高於該行增加30%的預測,並跑贏以雙位數幅度下跌的同業。增長主要受惠於新業務銷售及利潤率增加。派息亦為正面驚喜因素。
該行料相關正面趨勢將於今年上半年持續,料今年首兩個月首年保費錄得超過30%按年增長,惟新業務銷售或於3月及今年餘下時間增速放緩。該行上調中國太平目標價,自20元上調至21元,以反映去年新業務價值增長較預期強,及上調中國太平今明兩年盈測2%,維持「跑贏大市」評級。
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