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CMBI Hikes CHINA LIFE TP to HKD39 on Strong 1H Results
2026-09-01 13:14:10
CMBI issued a research report covering CHINA LIFE (02628.HK), which delivered strong results for 1H26. The group's net profit for 1H swelled 2.29x YoY to RMB134.5 billion, in line with the midpoint of its earlier profit alert. Among which, 2Q net profit soared 8.48x YoY to RMB115 billion.

During the period, new business value (NBV) ascended 33.7% YoY to RMB38.2 billion, leading peers in growth. Interim DPS surged by 50.4% YoY to RMB0.358, well above market expectations.

In light of the improvement in business quality and outstanding earnings performance in 1H, CMBI raised its EPS forecasts for 2026-28 to RMB7.67, RMB6.10 and RMB6.55 respectively. It also lifted the TP from HKD34 to HKD39, while maintaining the Buy rating.
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