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《大行報告》中國平安(02318.HK)投資評級及目標價(表)
阿思達克 10-20 15:20
中國平安(02318.HK)將於下周三(27日)公布第三季業績,由於內地疫情反覆、公司持續受到內地保險代理人數下降及進行相關壽險改革(提升代理質素),影響了公司銷售長期保障產品,本網綜合4間券商預期,其第三季壽險及健康險新業務價值介乎291.5億元人民幣(下同)至308.5億元,較2020年同期的428.44億元,按年倒退28%至32%。 市場將關注中國平安旗下壽險改革進展、及對內房投資風險(會否需進行減值撥備),集團會否調整今年全年新業務價值正增長的指引等。 本網綜合12間券商列出對其投資評級及目標價: 券商|投資評級|目標價(港元) 摩根士丹利|增持|118元 華泰証券|買入|110元 法巴|買入|101元 交銀國際|買入|98元 野村|買入|95.18元 匯豐環球研究|買入|94元 瑞信|跑贏大市|85元 建銀國際|跑贏大市|84元 里昂|買入|83元 招商證券國際|買入|79.9元 中信証券|增持|77元 大和|持有|58元
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