《大行報告》大摩:趙鵬調任人保集團 料國壽(02628.HK)短期策略不變
摩根士丹利發表報告指出,中國人壽(02628.HK)總裁趙鵬調任為中國人民保險集團(01339.HK)的黨委副書記,而趙鵬可能將被任命為人保集團總裁,因歷史上被任命為副書記的人,往往亦會出任總裁一職。
該行預期,國壽短期策略將保持不變,料國壽其他高層或母企中國人壽集團的領導團隊將暫時管理公司。長期戰略方面,考慮到國壽新任總裁尚未確定,該行正觀望變化。該行料國壽將繼續推進其「鼎新項目」的成果,為公司創造價值。
該行對國壽2023至2025年、2026至2031年及2031年之後的派息比率預測各為38%、63%及80%,相應的股息增長率為20%、22%及2%。對其目標價為21元,評級「增持」。
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