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《大行報告》交銀國際:中國平安(02318.HK)新業務價值增幅符預期 目標價下調至64元
交銀國際發表報告指,中國平安(02318.HK)首三季歸母營運利潤按年下降9.8%,降幅主要來自資管和科技業務,其中壽險及健康險按年下降1.3%,財險下降8%,銀行增長8.1%,金融業務整體保持穩定;單計第三季歸母營運利潤按年下降20.5%,按年降幅呈擴大趨勢。歸母淨利潤按年下降5.6%,降幅小於同業。 該行指,平安首三季度新業務價值按年增長29.9%,新業務價值率按年下降2.6個百分點;單計第三季新業務價值按年增長21.3%,符合預期;新業務價值率按季略降0.6個百分點,總體保持穩定。交銀國際將平安H股目標價由70元下調至64元,維持其評級為「買入」。
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