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000001: Dividend And Shareholder Meeting Will Support Returns In 2025

Dividend Payouts And Tech Initiatives Will Drive Higher Efficiency Next Year

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000001
AnalystConsensusTarget
Not Invested
Published 23 Mar 2025

Update shared on 07 Dec 2025

Fair value Increased 0.15%
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AnalystConsensusTarget's Fair Value
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Analysts have nudged their price target for Ping An Bank slightly higher to reflect a marginal improvement in fair value to approximately ¥13.59. This change is supported by modestly better assumptions around discount rate, revenue growth, profit margins, and forward valuation multiples.

What's in the News

  • Ping An Bank has scheduled a special and extraordinary shareholders meeting for December 16, 2025, at 14:30 China Standard Time in Shenzhen to vote on key corporate matters, which may relate to strategic or capital structure decisions (Key Developments).
  • The bank announced an interim cash dividend of CNY 2.36 per 10 A shares for 2025, with a record date of October 14, 2025, an ex dividend date of October 15, 2025, and payment on October 15, 2025, indicating a reduced payout level to shareholders (Key Developments).

Valuation Changes

  • The fair value estimate has risen slightly from approximately CN¥13.57 to CN¥13.59 per share, reflecting a marginal upward revision in intrinsic value.
  • The discount rate has decreased marginally from about 8.17 percent to 8.17 percent, signaling a very small reduction in the perceived risk or required return.
  • The revenue growth assumption remains effectively unchanged at around 22.44 percent, indicating no meaningful shift in top line expectations.
  • The net profit margin assumption is essentially flat at roughly 28.95 percent, implying stable profitability expectations over the forecast period.
  • The future P/E multiple has edged up slightly from about 6.74x to 6.75x, suggesting a modestly higher implied valuation multiple on forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.