《大行報告》瑞信下調太保(02601.HK)目標價至24元 評級「跑贏大市」
瑞信發表報告,將中國太保(02601.HK)2022和2023年每股盈利預測分別下調13%和7%,主要因為人壽業務稅後經營溢利壓力大過預期,A股表現本季至今疲軟,將其H股目標價由26元下調至至24元,評級「跑贏大市」。
瑞信估計,太保在2022年上半年新業務價值按年下降逾40%,來自代理的新業務銷售按年下降35%,毛利率也承受著壓力,預計到了7月,報告預計新業務首年標準保費將強勁反彈。該行估計,太保上半年稅後純利按年跌25%。
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