《大行報告》野村下調中國平安(02318.HK)目標價至75.04元 料壽險新業務價值跌20%
野村發表評級報告,預料中國平安(02318.HK)今年第二季稅後營運溢利(OPAT)大致上按年持平至428億元人民幣,年度營運股本回報率跌1.4個百分點至20%,並料次季純利按年升17%至359億元人民幣,年度股本回報率上升1個百分點至17%,主要受惠於總投資回報有所改善。
在人壽保險業務方面,該行預料中國平安次季稅後營運溢利按年增13%至274億元人民幣,新業務價值則按年跌20%至67億元人民幣。
野村預料中國平安今年及明年稅後營運溢利分別錄得3%及6%增長,惟將對其今年及明年的新業務價值預測下調1%及3%,並將其目標價由78.17元下調至75.04元,維持「買入」評級。
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