《大行報告》野村下調中國太平(00966.HK)目標價至11.84元 評級「買入」
中國太平(00966.HK)料中期純利按年跌47%。野村發表研究報告,將中國太平2022、2023及2024年盈利預測分別下調26%、23%、28%,以反映疲弱的投資環境。目標價從15.38元下調至11.84元,維持評級「買入」。
野村估計,中國太平2022年淨利潤下跌25%(原預測增1%),2023年淨利潤增加11%(原預測增7%)。至於壽險業務,野村預計2022年上半年的新業務價值下降16%,全年下降14%,符合因應疫情封城的行業趨勢,但中國太平代理數量更為穩定,表現優於同行。
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