AIA Group – It’s About Balance Sheet, Not Growth
* Weak Operational Results: AIA (1299.HK) released an its very abbreviated 1Q20 operating results. Unsurprising, the regional COVID-19 restrictions...
148 Views
Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps
Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...
348 Views
OCBC – Nothing Great About Great Eastern
*Weak Great Eastern Returns: Great Eastern (GE.SP) reported 1Q20 earnings of SGD 33.9 mn, declining 88% linked quarter from the SGD 287 mn posted...
440 Views
PICC Group – Investment Returns Appear Non-Sensical
* Strong 1Q20 Numbers: PICC Group's 1Q20 earnings amounted to CNY 7.1 bn, increasing 5.8x linked quarter reflective primarily of both a CNY 36.9 bn...
231 Views
China Pacific Insurance – Liability Reserve Needs Upgrade
* Strong Result, But……: China Pacific Insurance (2601.Hk) (CPIC) reported 1Q20 earnings of CNY 8.4bn, increasing CNY 3.6 bn (73.8%) linked quarter...
257 Views