智通财经APP获悉，花旗发布研报称，在将保诚(02378)估值基准推前至2026财年预测并纳入最新的股票Beta值后，将保诚在伦敦上市股份的目标价从11.22英镑上调至14.25英镑，并将其H股的目标价从118.1港元上调至150港元;两者均维持“买入”评级。
保诚得益于印尼、中国香港和中国内地的保单量增长，同时集团层面的利润率大致稳定，预计按实际汇率计算，其2025财年预测新业务利润同比增12%; 预计保险业务经调整后的营运溢利将稳健同比增5%; 考虑股份回购后，每股营运利润率预计增长11%。股息方面，在考虑股份回购后，花旗预测集团全年每股派息率将年增13%至26.14美仙，亦符合管理层对2025财年“每股派息率增长超过10%”的指引。
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