A/H Premium Tracker (To 8 Nov 2024): AH Premia Lower Despite A-Share Outperformance
SOUTHBOUND was a big buyer last week of H shares. AH Premia fell slightly. Wide spreads saw Hs outperform. Narrow spreads underperformed. I expect...
353 Views
China Life (2628 HK) - 3Q NPAT Boosted by Net Fair Value Gains
Positive on pure life insurer; raise TP to HK$20.0. We revise up the insurer’s FY24-26E EPS forecasts by 148%/38%/31% to RMB4.45/2.58/2.61 (table)
155 Views
China Life (2628 HK) - Strong Lift in Banca NBV Margin
China Life reported strong 1H results with NBV +18.6% YoY on a like-for-like basis to RMB32.3bn, and EV back to double-digit growth by 11.4% to RMB...
182 Views
China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
167 Views
China Life (2628 HK) - Highest VNB Growth in Years; Net Profit Decline Narrowed on Track
China Life announced 1Q24 results with the VNB YoY reaching the highest growth to 26.3% under new EV assumptions on a comparative basis, surpassing...
188 Views