中國平安(2318.HK)放榜後獲多家機構看好 目標價最高上望至83港元
中國平安公佈截至2022年6月30日止中期業績顯示,上半年總收入6476.3億元;淨利潤716.76億元;歸屬於母公司股東的淨利潤602.73億元,同比增長3.9%,市場預期527.5億元;公司實現歸屬於母公司股東的營運利潤853.40億元,同比增長4.3%;年化營運ROE達20.4%;向股東派發中期股息每股現金人民幣0.92元,同比增長4.5%。
業績發佈後,目前分別有花旗、瑞銀、高盛、瑞信、大摩和摩通對中國平安給出了最新評級。其中:
高盛:維持中國平安“買入”評級 目標價83港元花旗:維持中國平安“買入”評級 目標價79港元摩通:評級中國平安“增持” 上調目標價至78港元大摩:維持中國平安“增持”評級 目標價74港元瑞信:予中國平安“跑贏大市”評級 目標價67港元瑞銀:維持中國平安“買入”評級 予目標價63港元
高盛:下半年實現新業務價值有望同比正增長 評級“買入”目標價83港元
高盛發表報吿指,中國平安上半年經營利潤及純利分別為853億元及603億元人民幣,較該行預期高9%及22%,並較市場預期高1%及12%,表現好過預期主要由於壽險業務表現較預期佳。高盛維持對平安股份“買入”評級,目標價83港元,認為集團有望在下半年實現新業務價值按年正增長,料有助推動股價表現。
花旗:業績大致符預期 維持“買入”評級
目標價79港元
花旗發表報吿指,中國平安上半年業績大致符預期。該行維持其“買入”評級,目標價79港元。該行指,壽險新業務價值按年跌29%,符預期;上半年税後營運利潤按年增長4%,中期息上調至每股0.92港元,淨利潤也按年增長4%至603億港元。
摩通:2023和2024年新業務價值分別增長13%和19% 上調目標價至78港元
評級“增持”
摩通發表報吿指,中國平安派中期息92分人民幣,高過預期,調高對平安人壽除税後經營溢利增長預測,將2022年派息預測由2.4元上調至2.55元人民幣,將平安H股目標價由75港元上調至78港元
,評級“增持”。摩通表示,監於壽險銷售復甦和去年基數較低,預測平保2023和2024年新業務價值分別增長13%和19%。
大摩:中期經營溢利及派息優於預期 評級“增持”目標價74港元
大摩發表報吿指,上半年新業務價值按年下跌28.5%,大致符合市場預期;經營溢利及派息則仍分別錄4%及5%增長,表現優於市場預期,主要受到壽險及銀行業務分別強勁增長18%及26%所推動。大摩維持對平安股份“增持”評級,目標價74港元。
瑞信:中期營運利潤增長具韌性 予“跑贏大市”評級 目標價67港元
瑞信發研報指,中國平安上半年營運利潤(OPAT)同比升4.3%,略高於市場預期,指其OPAT增長具韌性,税後淨利潤(NPAT)同比升3.9%,亦高於市場預期,在壽險業務方面,第二季新業務價值按年跌29%,符合該行預期,予目標價67港元,維持“跑贏大市”評級。瑞信下半年指其渠道和產品改革初見成效,該保險公司計劃在今年底前將試點範圍擴大到所有網點,分別上調2022-24年的每股盈利預測3%、3%及2%,以反映今年上半年的業績表現。
瑞銀:近期的增長挑戰已於股價反映 評級“買入”目標價63港元
瑞銀髮表報吿指,中國平安上半年業績大致符合預期,壽險新業務價值下跌29%,與市場預期相若。由於基數低,該行預期下半年集團新業務價值跌幅可收窄至5%。瑞銀維持對平安股份“買入”評級,目標價63港元,相信集團近期的增長挑戰已於股價反映。
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