大摩：中国人寿(02628)首季盈利略胜市场预期新业务价值增长强劲_老虎社区_美港股上老虎

大摩：中国人寿(02628)首季盈利略胜市场预期新业务价值增长强劲

智通财经04-30

智通财经APP获悉，大摩发布研报称，中国人寿(02628)首季盈利同比下跌32%，税前利润下跌40%，主要受股市波动影响，表现落后同业，但仍略好过市场预期的约35%跌幅。整体而言，该行认为国寿的盈利负面因素已基本消化，预计第二季度风险回报将有所改善，尤其在4月份股市反弹的背景下。目标价37.9港元，评级“增持”。报告指，虽然国寿盈利同比下跌32%，但其年化ROE仍维持不错水平，达13.1%。总投资...

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