《大行報告》瑞信下調中國平安(02318.HK)目標價至70元 評級「跑贏大市」
中國平安(02318.HK)首季壽險及健康險業務的新業務價值125.89億元人民幣,按年下降33.7%。瑞信發表報告,指首季新業務價值符合該行預期,將2022和2023年的每股盈利預測均下調8%,以考慮第一季度業績和A股第二季至今疲軟,同時下調了新業務價值預測,H股目標價由73元下調至70元,維持評級「跑贏大市」。
瑞信預計,集團第二季新業務價值按年趨勢將連續改善,受惠於全壽險產品的強勁需求增加和基數效應減弱,在2022財年稅後經盈利潤的按年增長和股息政策將基本不受影響。
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