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野村:下調內險新業務價值增長預測 壽險看好平安和太保
格隆匯 09-24 11:19

野村發表報告,下調內險企業新業務增長預測及目標價,指其疲弱的增長勢頭將延至今年第三季,該行下調太保(02601.HK)今年全年新業務價值增長預測4.5個百分點,料其全年新業務價值倒退3%。

該行下調國壽(02628.HK)新業務價值增長預測3.7個百分點,料其全年增長15%。下調新華保險(01336.HK)增長預測2.9個百分點,料其全年倒退6%。下調中國太平(00966.HK)增長預測5.4個百分點,料其倒退5%。

野村同時輕微下調以上股份目標價,將中國太保目標價自39.14港元下調至39.03港元,國壽目標價自22.44港元下調至22.4港元,將新華保險目標價自47.65港元下調至47.6港元,將中國太平目標價自27.04港元下調至26.98港元,評級皆維持“買入”。

野村估計,中國平安(02318.HK)全年新業務價值增長可達8%,目標價自114.87港元上調至115.47港元,評級維持“買入”。該行繼續偏好高利潤率內險企業,包括中國平安及太保,料在負利率狀態下,其優質壽險業務可作緩衝

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