高盛:升中国人寿(02628)目标价至17.5港元 评级“买入”

智通财经网
01 Apr

智通财经APP获悉,高盛发布研报称,中国人寿(02628)2024年股息回报好过预期,相应将2025至2027年每股派息预测上调17%至18%,并将账面价值预测上调2%至3%,以反映十年期债券收益率从2024年底的低于1.7%回升至约1.9%水平。基于长期投资回报预期下降,高盛亦将国寿新业务价值预测下调27%至28%,内涵价值预测下调4%至7%,给予“买入”评级,目标价从17港元升至17.5港元,对应2026年预测市账率为约0.8倍。

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