大行評級 | 瑞銀:中國平安去年業績符預期 維持“買入”評級
格隆匯3月16日丨瑞銀髮研報指,中國平安(2318.HK)(去年業績大致符合預期,去年新業務價值在相同假設下同比跌17.5%,集團營運利潤(OPAT)則同比持平,低於該行預期,將今年新業務價值預測由下跌1%,調整為增長3%,料平保高質量的代理及壽險改革等因素,將成為其長期競爭優勢,予H股目標價82港元及維持“買入”評級。該行表示,估算其第四季度新業務價值下降10%,而利潤率大致保持穩定,而在壽險改革方面,隨着改革措施已在去年底全面推廣至所有網點,預計在未來12-18個月內會看到進一步的成果,料投資者將關注壽險改革今年的成果,以及在重新開放後保險需求趨勢復甦。該股現報50.45港元,總市值9222億港元。

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