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《大行報告》野村下調中國平安(02318.HK)目標價至80.33元 評級「買入」
野村將中國平安(02318.HK)2022和2023年的稅後經營利潤預測下調2.6%和5.7%,估計分別增長0.1%和2.8%,還將2022和2023年新業務價值預測下調6.5%和6.4%,估計分別下跌18%和增長7.7%。該行維持中國平安「買入」評級,目標價則從83.17元下調至80.33元。 野村預計,中國平安今年第一季稅後經營利潤按年下降3.6%至377億元人民幣,年化經營股本回報率下降2.1個百分點至18%,淨利潤按年下降14%至234億元人民幣,年化股本回報率下降2.8個百分點至11%,主要是受投資回報率疲弱和人壽保險業務增長放緩拖累。 野村預計,中國平安壽險業務第一季稅後經營利潤將按年下降5%至 240億元人民幣,財產險業務稅後經營利潤將按年下降20%至41億元人民幣,預計銀行業務稅後經營利潤按年增加20%至70億元人民幣。
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