野村:升太保(2601.HK)目標價至39.3港元 評級“買入”
野村發表報告指,預計太保(02601.HK)今年「開門紅」銷售回覆,相信預售可錄得雙位數按年增長,由於其提供3.5%保證回報年金作為主要產品,高於過去兩年開門紅產品利息僅2.5%。該行相信太保仍會專注高質素業務及改善經紀生產力,下調今明兩年新業務價值增長,自原先預測各增長6%,上調至分別增長7%及8%,去年新業務價值增長則料按年跌7%,跌幅高於早前預測的5%。受高基數及利率曲線影響,該行降太保今明兩年盈利預測4%,即今年全年盈利料按年跌13%。
該行升太保目標價,自38.21港元提升至39.3港元,評級維持“買入”。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.