《大行報告》野村下調中國平安(02318.HK)目標價至73.52元 評級「買入」
野村發表研究報告指,中國平安(02318.HK)第二季純利按年增長29%,較該行預測高出10%,並較市場預期高出14%,主要受惠壽險業務期內強勁增長以及平安銀行(000001.SZ)的穩定貢獻。中期股息按年提升4.5%至每股0.92元人民幣,符該行預期,並高於市場預期5%。
該行維持對中國平安今明兩年的稅後淨利及新業務價值預測基本不變,現在估計稅後經營溢利將增長3%及6%,新業務價值今年度跌22%後,明年將回升6%,維持「買入」評級,但由於平安銀行估值變動,將目標價由75.04元下調至73.52元。
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