大行評級|高盛:維持中國平安“買入”評級 上調2024至26年新業務價值預測
高盛發表報吿指出,中國平安第三季業績大致符合該行對其全年預期。新業務價值超出預期,壽險新業務價值也顯著超過該行及市場預期,主要受惠於新保單銷售的強勁增長和利潤率擴張。該行認為,中國平安基本營運趨勢改善。公司如要推動進一步估值重評,明年的銷售需要有強勁的勢頭,且經濟增長前景要有所改善。此外,該行對中國平安2024至2026年的新業務價值預測上調9%至13%,以反映成本效率改善及產品重新定價驅動的利潤率擴張高過預期的預測;營運利潤預測上調2%至5%,維持目標價52港元及“買入”評級。
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