《大行報告》瑞信上調國壽(02628.HK)目標價至17.5元 評級「跑贏大市」
瑞信發表研究報告指,預計國壽(02628.HK)今年首季的新業務價值(VNB)按年增長6%,是受到提前準備開門紅銷售(jump-start sales)、積極的營銷活動,以及銀行保險的出色增長所帶動。而受到全面促進健康保險銷售計劃的帶動,該行預計國壽第二季VNB將加快增長。
根據現行會計準則,該行估計集團首季的除稅後淨利潤增長將達到高十位數,這主要是由於撥備減少和A股市場情緒好轉。現行會計準則將繼續作為公司管理和2023至25財年派息的基礎。
該行指,在內險行業,國壽H股是其首選,分別上調2023至25財年的每股盈測各3%,H股目標價由16元上調至17.5元,維持「跑贏大市」評級。
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.