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國壽指正面對痛苦轉型期但已做好准備 @ 2012-08-29T13: Back Hot News
Keyword:國壽 半年 人壽 預期
Concept:中國人壽29日 , 國壽上半年淨利下降
國壽在上周一(6日)發出盈警,預期上半年度盈利較去年同期有較大幅度下降,但下降幅度不會超過今年第一季的29.4%跌幅,意味第二季業績較第一季有所改善。發出盈警後,國壽股價稍為下跌但隨即掉頭上升,上周五(10日)收報21.85元,相對前周反而上升了2.6%,未來料有力挑戰22.15元高位,如突破22.15元,可上望23.5元。
另一焦點內險中國人壽(2628)將於明日(28日)公布中期業績,集團早前曾發出盈利警告,市場普遍預期其新業務量將會按年倒退,料上半年其新業務價值將介乎倒退5%至零增長。
國壽上半年業績符合市場預期,其
國壽今年上半年保費收入按年下跌5.1%,雖然降幅有所收窄,但相比同業仍錄得增長始終是明顯跑輸,預期受到盈警消息影響,國壽今日股價會借勢回調。事實上,國壽現價估值並非特別吸引,建議待調整至20.5元附近才買入,短炒者可以考慮買入國壽認沽輪或熊證。
國泰金上半年因為子公司國壽仍虧損15.23億元,金控前6月獲利52億元左右,每股盈余0.49元,但國壽7月已轉虧為盈,累計前7月獲利13.2億元,帶動國泰金7月單月獲利達44.1億元,創5年單月新高,前7月獲利達96.2億元,每股稅後盈余0.9元,預期前8月可挑戰百億元獲利大關。

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