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【大行言論】中金維持「推薦」中國太保(2601-HK),目標價34.78元 @ 2011-10-20T01: Back Hot News
Keyword:太保
Concept:
摩根大通下調中國太保2011年盈測6%,反映第三季投資回報疲弱;但基於估值伸延,目標價上調6%至35元,評級重申「增持」。A股目標價上調5%至23元人民幣,評級「中性」。
中國太保10月18日晚公布的三季報顯示,公司今年前三季度累計實現淨利潤70.18億元,同比增長43.1%,基本每股收益為0.82元。盡管保費收入維持同比增勢,但投資浮虧卻在日益放大。經粗略計算發現,受股市、債市萎靡不振的影響,中國太保前三季投資浮虧已近百億元。
內地保險股方面,中國人壽(2628-HK) 跌1.36%,平保(2318-HK)跌3.11%;財險(2328-HK) 升2.08%;中國太保(2601-HK)首三季純利增長43%,但第三季盈利下跌,股價跌4.42%;中國太平(0966-HK) 升0.6%。

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