野村:維持太保(2601.HK)“買入”評級 目標價39.03港元
野村發表報告指,中國太保(2601.HK)第三季業績稍遜該行預期,惟該行維持對公司“買入”的投資評級,目標價39.03港元不變。
野村表示,太保第三季業績表現稍遜該行預期,主要受累人壽保險業務增長較弱,但整體淨利潤增長按年增長51%,符合該行估計。
野村預期,太保2020財年人壽保險業務的新業務價值(NBV)增長趨勢將會較2019財年有所改善,因公司新的管理團隊已準備就緒,或會就核心經紀人渠道公佈業務策略。

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