AIA's Australian Acquisition Boosts Our Long-Term Outlook for the Company
AIA Group Ltd (1299 HK)'s purchase of Commonwealth Bank Of Australia (CBA AU)'s life insurance business is a positive, with the...
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AIA - Not Letting Cash Burning a Hole in Their Pockets
This morning the overcapitalized AIA Group Ltd. (1299.HK) announced a not so insignificant transaction to purchase the Commonwealth Bank of...
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Ping An Posted Robust First-Half EV Growth; FVE Increased
Although we increased our five-year top-line growth forecast for Ping An Insurance (Grp) Co Of China Ltd. (2318 HK) following its...
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EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
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Ping An's FinTech Conference Revealed Strength of Its Technology Platform; Increasing FVE to HKD 60
We increase our fair value estimate for Ping An Insurance (Grp) Co Of China Ltd. (2318 HK) to HKD 60 per share from HKD 50 for its H shares, and...
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