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《大行報告》瑞銀下調中國平安(02318.HK)目標價至90元 評級「買入」
阿思達克 08-27 10:34
瑞銀發表研究報告指,中國平安(02318.HK)上半年業績憂喜參半,稅後經營溢利增長穩健,上半年稅後經營溢利增長 10%,即年化經營股本回報率為 21%,略高於市場預期,資產質量穩定,但新業務價值表現疲軟。 該行指出,在充滿挑戰的市場中,平安上半年新業務價值下降 12%,符合市場預期,第二季度對華夏幸福計提減值,對稅後淨利產生108 億元人民幣的影響。此外,平安宣布A 股回購計劃,主要用於員工持股。 瑞銀將其2021年新業務價值預測下調 2%至按年跌11%,並將目標價從91元下調至90元。瑞銀表示,平安的保險+健康模式應有助於其在全行業挑戰中脫穎而出,認為市場過度關注近期新業務的疲軟表現,維持「買入」評級。
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