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《大行报告》美银证券下调国寿(02628.HK)目标价至21.2元 评级「买入」
阿思达克 05-05 15:48
美银证券发表研究报告指,中国人寿(02628.HK)首季投资回报率回升至6.4%,带动投资收益增长,期内净利润录得67%按年升幅,首年保费及新业务价值表现均较同业优异,其中在高基数影响下,首年保费按年跌10%,新业务价值则跌13%。若撇除高基数影响,预期可於第二至第四季恢复增长。

美银指,首季末经纪数量较去年底稍微下跌至128万人,预期全年数量维持稳定,将今年全年新业务价值增长预测由8%下调至3%,并将目标价由23.96元下调至21.2元,但预期投资回报增加,将2021至2023年盈利预测上调1%至2%,重申「买入」评级。

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