《大行报告》瑞信下调中国平安(02318.HK)目标价至100元 评级「跑赢大市」
瑞信发表报告指,中国平安(02318.HK)将于8月26日公布今年上半年业绩,预期集团新业务价值会按年下跌13%,意味第二季录得45%下降。另外,在行业挑战增加及毛利率受压下,集团第二季新业务销售料按年下滑25%,对比首季为增长15%。
该行预期,集团上半年的税后经营利润会增长约5%,主要是受到平安银行(000001.SZ)表现稳固所支持。
瑞信下调中国平安股份目标价,由110元降至100元,评级维持「跑赢大市」,并调低集团今明两年每股盈利预测分别4%及8%,以反映寿险业务逆风、旗下陆金所(LU.US)股价下滑等。
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