You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
一文綜合券商於中國平安(02138.HK)公布業績後最新目標價及觀點
瑞信危機衝擊國際銀行股,匯控(00005.HK)今早股價下滑近2.3%,其最大股東中國平安(02318.HK)今早亦受壓,最新跌3.3%報50.5元。 中國平安昨晚公布去年業績,營業額12,213.51億元人民幣按年跌5.2%。純利837.74億人民幣按年跌17.6%;每股盈利4.8元人民幣,派每股末期息1.5元人民幣按年持平。連同中期息0.92元人民幣,全年股息為2.42元人民幣按年增長1.7%。營運利潤1,483.65億人民幣按年增長0.3%;營運ROE為17.9%,按年下跌1個百分點。壽險及健康險業務的新業務價值為288.2億人民幣,按年下跌24%;新業務價值率24.1%,降3.7個百分點。而公司聯席首席執行官陳心穎預期,今年首季及全年新業務價值可實現正增長。 大和表示,中國平安去年壽險及健康險業務的新業務價值按年跌24%,低於市場及該行原預期3%,指去年新業務價值毛利率由2021年27.8%降至24.1%,該行料因平安主要保障產品將出現長期的產品組合惡化令利潤率受擠壓,維持「持有」投資評級。 【新業務價值 2月錄增長】 瑞信指中國平安去年新業務價值按年跌24%,即去年第四季新業務價值按年跌11.7%(對比2022年首三季按年跌26.6%),若撇除假設變化因素後其去年新業務價值按年跌17.5%符預期,該行亦引述中國平安管理層指今年2月新業務價值增長轉錄正增長,料趨勢於3月持續。 里昂發表報告表示,中國平安去年業績大致符合預期,公司管理層指引料2023年首季及全年新業務價值錄正增長,料此可提振市場信心,因為平安已完成在全國網點的智能化營運,作為其壽險改革的一部分,料公司新業務價值是呈逐步恢復而不是快速反彈,重申「買入」評級及目標價64元。 ------------------------------------- 下表列出9間券商對其評級及目標價: 券商│投資評級│目標價 摩根大通│增持│85元 瑞銀│買入│82元 花旗│買入│75元 野村│買入│71.91元 瑞信│跑贏大市│70元 高盛│買入│69元 富瑞│買入│65元 大和│持有│65元 里昂│買入│64元 券商│觀點 摩根大通│管理層預計今年首季及全年新業務價值增長轉正 瑞銀│去年業績符預期,前景指引具建設性 花旗│去年新業務價值符預期,盈利增長略低於預期 野村│去年營運稅後盈利遜預期,受財險及投資業務影響 瑞信│今年首季增長目標正面 高盛│去年盈利增長低於預期,關注新業務價值改善情況 富瑞│去年業績好壞參半,憧憬新業務價值增長恢復 里昂│業績基本符合預期 大和│去年新業務價值表現均遜預期
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account