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《大行》花旗對中國太保(02601.HK)開展30日上行催化劑觀察 目標價37.7元
阿思達克 08-08 11:18
花旗發表研究報告,對中國太保(02601.HK)開展30日上行催化劑觀察期,預測集團上半年新業務價值(NBV)按可比口徑計算將持續錄得強勁增長,按年增幅料達31%,並預期綜合成本率將按年改善1個百分點,主要由於自然災害損失減少及產品結構向高利潤業務傾斜。 花旗預測中國太保中期盈利將重拾增長,錄得約5%升幅,對比今年首季為下跌18%。花旗給予中國太保「買入」評級,目標價37.7元,看好其壽險業務穩健發展及政策改革所帶來的潛在紅利。
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