《大行报告》大和下调中国平安(02318.HK)目标价至90元 评级「持有」
中国平安(02318.HK)首季新业务价值按年增长15%,大和发表报告指,相关增幅高於该行及市场预期3个百分点,惟管理层对於今年余下时间新业务价值前景看法温和。首季税後营运盈利及纯利增幅为行业之中最低,其中税後营运盈利增长主要受平安银行推动,相信在今明两年间银行仍将主要带动集团税後营运盈利,寿险贡献则较疲弱。
该行料中国平安今年余下时间新业务价值表现仍然疲弱,下调今明两年税後营运盈利及纯利预测2%至4%,目标价自92元下调至90元,维持「持有」评级。
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