《大行報告》野村下調新華保險(01336.HK)目標價至39.33元 評級「買入」
就新華保險(01336.HK)公佈首三季業績,野村發表報告指新華保險第三季純利表現遜於預期,主要由於額外撥備提升,相關金額達63億元人民幣。
該行指,新華保險今年首三季首年保費亦按年倒退5%,竟味其今年第三季錄得21%按年跌幅。基於額外撥備,該行下調新華保險今年全年盈利預測8.6%,調低對其今年新業務價值預測5.9%,料全年跌幅達19%。
野村表示,降新華保險目標價,由41.77元下調至39.33元,此相當預測市賬率0.99倍,維持「買入」評級。
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