《大行報告》瑞信上調中國平安(02318.HK)目標價至71元 評級「跑贏大市」
瑞信發表研究報告指出,中國平安(02318.HK)首季新業務價值按年增長9%,略高過預期,當中代理人渠道按年轉正,銀保渠道飆升1.3倍;用來計算新業務價值的首年保費按年增長28%。由於渠道和產品組合的變化,以及去年底精算假設的變化,基於首年保費計算的新業務價值率跌3.7個百分點至20.9%。在同類基礎上,首季新業務價值按年升21.1%。
該行預期,中國平安4月份的新業務價值增長加速,對公司2023至2025財年的每股盈利預測各上調6%,H股目標價由67元上調至71元,維持「跑贏大市」 評級。
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