《大行報告》野村下調中國平安(02318.HK)目標價至114.88元 評級「買入」
野村發表研究報告引述中國平安(02318.HK)管理層指今年壽險新業務價值並無V形反彈的空間,但有信心有增長,未來壽險改革將針對質素,同時會在未來3年保持代理數字在100萬,相信改革會於今年只有輕微影響,明年才會全面反映。
公司在華夏幸福(600340.SH)的倘口達540億元人民幣,目前公司聯同債權人委員會與政府進行密切討論,以處理撥備之事。管理層指集團整體投資仍然穩定,因來自債券、股息和物業租金的投資收入,以及資產對負債年期收窄至4.2年、平均投資回報達5.5%。
該行表示,相信壽險業務最差的情況已過,當中考慮到今年銷售情況,和主要改革計劃,維持對展望保持樂觀的看法,降2021至22年新業務價值預期分別4%及7%,以反映目前國內部份地區仍然爆發疫情,目標價降1.6%至114.88元,評級維持「買入」。
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