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《大行報告》野村下調國壽(02628.HK)目標價至17.68元 評級「買入」
阿思達克 03-25 11:32
野村發表研究報告指出,國壽(02628.HK)去年純利按年增長1.3%至509億元人民幣,較該行預期低8%,主要由於公司新增儲備383億元人民幣,意味着其第四季純利按年跌24%,至24億元人民幣。 該行提及,國壽去年新業務價值按年跌23%至448億元人民幣,淨資產升6.3%至4,790億元人民幣,均符合預期。至於內含價值增長12%至1.2萬億元人民幣,超出該行預期0.4%。每股股息65分,按年增長2%,意味着派息率保持36%不變。 野村將國壽2022及2023財年盈利預測分別下調8%及7.7%,目標價由20.16元下調至17.68元,維持「買入」評級。
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