《大行報告》瑞銀:國壽(02628.HK)首季新業務價值增長符預期 評級「買入」
瑞銀發表報告指,中國人壽(02628.HK)首季新業務價值錄得7.7%增長,符合預期,主要是首年度保費錄得9%的穩定增長,而代理經紀人數目大致上按季平穩,達66.2萬人;首季純利按年升78%至270億元人民幣,略高於市場預期。該行表示,將國壽今年全年新業務價值預測由2%上調至9%,以反映首季業績。
踏入次季,該行預料國壽或停止銷售有關定期儲蓄產品,以有助於進一步推動新業務價值增長;該行給予其目標價為18.7元,相當股價對內含價值18.7倍,維持「買入」評級。(ca/w)
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