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《AH報告》巴克萊:國壽盈利跌幅超預期,維持H股「減持」評級 @ 2012-03-07T13: Back Hot News
Keyword:國壽 盈警
Concept:國壽2010年股 , 預期2011年純利
內地最大保險公司中國人壽(2628)昨晚發出盈警,預料去年純利按年大跌40%至50%。國壽業績跌幅遠超市場預期,更顯示第四季盈利最低可能只有1億元(人民幣.下同)。內地股市去年跌幅慘重,不少企業在投資上呈大損失,國壽已是今年第二家發出盈警的內地保險股。
但巴克萊資本維持國壽減持評級,目標價24.3港元。表示中國人壽淨利潤下降在預料中,但下降幅度出乎意料,從而其當前的利潤預期存在下調風險。該行稱,中國人壽發盈警印證了該行的觀點,即中國人壽是內地保險股中業績表現最差的公司之一。
中國人壽(02628-HK)昨日收市後發盈警,料全年淨利減少逾四成,股價今早裂口跌穿50天線,並曾考驗20元關口,本周已累跌逾一成。如預期國壽將現技術反彈,可留意中壽CALL 16946,行使價24.08元,6月初到期。

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