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《大行》星展維持中國平安(02318.HK)目標價69元重申買入
星展早前發表研究報告指,中國平安(02318.HK)上半年新業務價值(NBV)按年增長39.8%,期內新業務合約服務邊際(CSM)轉爲按年正增長,且派息前賬面價值按年上升4.8%。另外,資產配置中權益類佔比提升,加上股市表現良好,推動上半年綜合收益率達3.1%,上升0.3個百分點。 期內,財產保險綜合成本率進一步改善至95.2%,下降2.6個百分點;資產管理與金融賦能業務的經營利潤加速增長,成爲另一亮點。該行重申中國平安「買入」評級,目標價維持69元不變。
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