大行評級|招銀國際:上調中國平安目標價至65.1港元 維持“買入”評級
招銀國際發表報吿,指中國平安在2024年第三季度錄得強勁的業績,集團淨利潤以及壽險和健康保險新業務價值均實現翻倍增長。進入2024年第四季度,隨着業務愈加明朗,該行預計中國平安在2024財年新業價值將增長超過20%,並有可能在2025年第一季度保持這一增長勢頭。隨着投資收益的回升和2023年第四季度低基數,該行相信中國平安2024年下半年的業績有望超出預期。
因此,該行將中國平安2024年至2026財年的每股盈利預測上調14%、7%及3%,分別達到7.44元、7.57元及7.9元,這得益於對穩固的保險和投資回報的明確展望。該行將中國平安H股目標價由52港元上調至65.1港元,維持“買入”評級。
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