《大行報告》中金降國壽(02628.HK)目標價至17.9元 評級「跑贏行業」
中金發表報告指國壽(02628.HK)上半年新業務價值按年升19.9%,勝該行和市場預期分別2及4個百分點,主要由於銀保新業務表現好於該行預期;新會計口徑下歸母淨利潤按年跌8%(舊口徑下淨利潤按年跌36%),基本符合該行預期。
報告維持對國壽今明兩年每股盈測及每股內含價值預測不變。考慮到港股流動性等影響,下調國壽H股目標價16%至17.9元,維持「跑贏行業」評級。
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