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《大行報告》瑞信上調保誠(02378.HK)目標價至140元 評級「跑贏大市」
阿思達克 02-28 10:40
瑞信發表報告指,保誠(02378.HK)將於3月15日公布去年業績,該行預期集團新業務價值為23億美元,按實際匯率計下跌8%,優於市場預期的降10%。而集團的內含價值料按年減12%至410億美元;稅後經營利潤預期按年增3%至33億美元;總派息估計按年升4%至每股0.18美元。 香港業務方面,瑞信料集團去年下半年的新業務價值持續下跌,其中第三季的年化新保費或按年倒退6.1%。 瑞信下調保誠去年經調整每股經營利潤預測3%,今年預測保持不變,明年則升1%。至於股份目標價由128元升至140元,評級維持「跑贏大市」。
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