中国人寿估值大分析

Shares total: 282.6

 

	2004	2005	2006	2007	2008	2009	2010
债券	1502 (40%)	2555 (51%)	3579 (52%)	4431 (52.1%)
股票	172  (4.6%)	395 (8.1%)	955 (13.9%)	1253 (14.74%)
定息存款	1755 (46.9%)	1648 (33%)	1755 (25.6%)	1686 (+19.8%)
现金	272 (7.2%)	280 (5.6%)	502 (7.3%)	253 (2.98%)
投资组合总数	3748 (100%)	4943 (100%)	6868 (100%)	8502 (100%)
比上年		+33%	+35%
投资回报	100	164	465
投资回报率	2.7%	3.3%	6.8%
纯利	71.7	93.06	199.5
比上年		+29.7%	+114%
总资产			7270	8946
比上年				+23%
股东资金	664	802	1396	1710
比上年		+20%	+74%
EV	900	1139	1819	2525	3282	4266	5119
per share EV (RMB)			6.4	8.9 9.79 HKD	11.57 12.7 HKD	15 16.5 HKD	18 19.8 HKD
		+26.5%	+59.7%	+38%	+30%	+30%	+20%
股价范围 3EV - 4EV				29-39	38-50	49.5-66	59-79