《大行》瑞銀:中國太保(02601.HK)中期盈利勝預期 升目標價至41元
瑞銀發表研究報告指,中國太保(02601.HK)上半年盈利表現超預期,其他指標大致符合預期,上半年淨利潤按年增長11%,超越市場預測的2%至9%增幅,營運溢利增長7.1%,略高於瑞銀預測的增長6%。重述後上半年新業務價值按年升32%,符合預期。按可比口徑太保新業務價值增長於第二季放緩,瑞銀歸因於首年保費增長按季減慢所致,但表現仍屬強勁。
因應中國太保近期股價上揚,瑞銀將其2025年內涵價值預測上調5%,目標價亦從37元升至41元,評級「買入」。
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