《大行報告》野村下調國壽(02628.HK)目標價至20.16元 評級「買入」
野村將中國人壽(02628.HK)2021年和2022年新業務價值預測分別下調5.6%和14%,以反映業務增長差於預期,代理數量持續下降,近期管理層變動和疫情具不確定性。該行將中國人壽目標價下調3.8%至20.16元,維持「買入」評級。
野村預計,中國人壽的新業務價值將在2021年收縮23%,這意味着去年第4季按年下降35%,並在2022年進一步下降8.5%,預計2021和2022年淨利潤分別上升9.8%和12.1%。
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