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《大行報告》花旗對國壽(02628.HK)開啟30日下行催化觀察 第三季新業務價值增長與投資表現乏力
花旗發表報告認為,國壽(02628.HK)第三季新業務價值增長放緩,加上投資表現乏力,對國壽開啟30日下行催化觀察。目標價17元,評級「買入」。 花旗預計國壽的長期新業務價值增速將從上半年的20%,下降至首九個月的14%,可能是龍頭保險公司中增速最慢。同時,在IFRS 9和IFRS 17的新會計準則下,該行預測國壽首九個月盈利按年降幅將高達33%,是同行中降幅最大,原因是股票投資配置增加,從而導致更多的按市價計虧損。但對國壽2024財年的開門紅銷售進展保持樂觀。
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