研報掘金丨東吳證券:中國太保NBV連續6個季度同比改善,關注分紅率恢復提升空間
東吳證券研報指出,2023年中國太保(601601.SH)年度股息1.02元,同比持平,對應現金分紅率36.0%(2022年:39.9%),業績表現符合預期。NBV連續6個季度同比改善,關注分紅率恢復提升空間。因投資收益走低下調盈利預測,預計2024-26年歸母淨利潤為303、376 和429億元(原2024-25年預測為340和380億元,並新增2026年預測),新經濟假設下2024年3月28日收盤價對應2024年動態PEV 為0.39倍,維持“買入”評級。
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