《大行報告》大和下調人保集團(01339.HK)目標價至3.2元 評級「買入」
大和發表報告,預期人保集團(01339.HK)今年上半年的新業務價值將按年下跌超過30%,主要由於經紀渠道面對多個挑戰。
該行表示,集團預告今年上半年純利按年增長25%至35%,佔市場今年全年預測71%至77%。不過,由於投資收入的基數提高,加上財險承保盈利能力收窄,該行料集團下半年的增長會放緩。
大和下調人保股份目標價,由3.7元降至3.2元,評級維持「買入」,今年每股盈利預測調升10%,以反映強勁的股本投資回報,但明年預測則降1%。
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