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《大行》美銀證券升中國平安(02318.HK)目標價至64.9元 料全年股息穩定增長
阿思達克 08-27 15:43
美銀證券研究報告指,中國平安(02318.HK)上半年淨利潤680億元人民幣(下同),按年降9%,略低於該行預期。壽險新業務價值(VNB)按年增長40%,主要由上半年新業務價值利潤率提升1.9個百分點至26.1%所推動。稅後營運利潤(OPAT)按年增長4%,得益於保險業務的營運利潤穩定增長,以及資產管理業務的營運利潤復甦。中期息每股0.95元,按年增長2%。 該行預期中國平安全年稅後營運利潤增長4%,推動全年股息維持穩定增長;將2025至27年盈利預測上調4%,並將目標價上調4%,H股目標價由原先62.4港元升至64.9港元,重申「買入」評級;中國平安A股(601318.SH)目標價由原先60.3元人民幣升至62.7元人民幣,重申「中性」評級。
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