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《大行報告》中金:香港金融市場流動性收緊 國壽(02628.HK)目標價下調至13.2元
阿思達克 10-31 15:58
中金發表研究報告指出,中國人壽(02628.HK)首九個月新業務價值按年下降15.4%,低過該行預期2個百分點,主要由於公司產品投放和業務節奏與預期有所差異;期內純利311.17億元人民幣,按年跌35.8%,並較該行預期低3%,主要由於權益市場波動對公司淨利潤的負面影響超過預期。 該行指出,由於下半年權益市場表現差過該行此前預期,因此將國壽2022及2023財年的每股盈利預測各下調13.2%及8.6%,至每股1.19元及2元人民幣。考慮到香港金融市場流動性仍在收緊,下調其H股目標價15%至13.2元,評級「跑贏行業」。
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