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王富榮先生 (Chris Wong)
助理經理

現任職輝立助理經理,對投資大中小型股票均經驗豐富,亦擅於以窩輪、牛熊證操作。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得
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中國平安02318.HK 疫情中現機會

Tuesday, February 25, 2020 Views5934

中國平安02318.HK
公布2019年全年業績,純利按年增長39.1%至1,494.07億元人民幣,每股營運收益7.48元。公司宣派末期股息每股1.3元。全年派息2.05元,按年增長19.2%。

期內收入合計1.273萬億元,按年增長17.6%。其中淨承保保費按年增長10.5%至7,736.94億元。期內投資收益按年增加2.18倍至1,017.47億元。剩餘邊際餘額按年增長16.8%至9,184.16億元。

去年新業務價值增長5.1%至759.45億元(第四季按年增長7%),主要受惠於產品組合及享有較高毛利(按年升3.6%至47.3%)。集團綜合償付能力充足率229.8%,按年增加13.4%。平安壽險綜合償付能力充足率231.6%,按年增加12.8%。

總經理兼聯席首席執行官謝永林表示,肺炎疫情於第一季及第二季影響較為顯著。他指面對面銷售對壽險保單成交相當重要,相信對新業務價值發展將有影響;對平安銀行貸款亦有影響。若肺炎疫情持續長時間,影響將不能小看。根據過去經驗,疫情過去後經濟及消費反彈大,市場亦將對健康保險及壽險的需求提升,對中國平安集團未來而言為好事。

集團增長長期理想,發展穩定,亦有分拆金融科技業務上市催化劑。



買賣策略

收集 $85-87   目標 $100    止蝕 $82

本人王富榮為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之證券的所有相關財務權益。

 

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