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《大行報告》大和上調國壽(02628.HK)目標價至17元 評級「買入」
阿思達克 07-14 10:20
大和發表報告,預期中國人壽(02628.HK)今年上半年的新業務價值將按年下跌13%,料為同業中下跌幅度最小,主要由於集團的毛利更具韌性,相信其第二季的勢頭有按季改善,並且領先同業。 盈利方面,該行估計集團今年上半年利潤將按年下跌25%,主要受到投資收益疲弱等拖累,但部分被經營開支減少所抵銷。 大和重申對國壽股份「買入」評級,目標價由16元上調至17元,但今明兩年盈利預測調低2%至15%,反映投資收益預期下降,至於明年新業務價值預測則調升4%。
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