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【個股信息】平保(2318-HK):增固定收益資產,正大支持綜合金融策略 @ 2013-03-15T22: Back Hot News
Keyword:平保
Concept:去年平保 , 200億遜預期壽險
證券行大華繼顯指,平安保險(02318.HK)因投資減值損失,影響到去年業績遜預期,雖然截至去年底,未實現投資虧損擴大到九十五億幾人民幣,但受惠於內地股市表現,相信投資回報可望回升。報告又指,去年至今年初,集團壽險業務市占率上升,總體營運表現令人滿意,維持對平保買入的投資評級,目標價84元,較現股價高三成四。野村就認為,平保的估值仍吸引,且其對銀行渠道銷售保險產品的依賴程度低,認為業務表現優於國壽(02628.HK)及中國太保(02601.HK)。
平保受A股持續低迷拖累全年總投資收益跌13%影響,去年純利僅升3%至200.5億人幣(下同)遜預期,每股盈利2.53元,但末期股息按年升20%至30分。期內,新業務價值按年跌5%;但來自銀行業務盈利貢獻升66%至132.3億元;產險保費收入升18.5%超越同業;壽險保費收入也升6.5%,壽險業務內含價值升23%。

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