华泰金融(HK)：给予中国财险(02328.HK)“买入”评级 目标价13.60港元
来源：
同花顺金融研究中心
华泰金融(HK)10月20日发布公告。PICC P&C released (15 October) a positive profit alert, expecting its net profit (NP) to grow by c. 20-40% yoy in 9M24. Its insurance business scale grew robustly, with original insurance premium growth up by 4.6% yoy in 9M24. Separately, thanks to stock market rallies at end-September, the company’s total investment income jumped, likely in our view to boost its investment earnings. As the guided investment income beats our estimates, we lift our 2024/2025/2026 EPS forecasts to RMB1.33/1.39/1.50 (previous: RMB1.25/1.38/1.50), and raise our DCF-based target price to HKD13.6 (previous: HKD11.0). BUY.
0人
