New China Life – VONB Is a True Challenge
VONB Weakness Suggest Long-term Vulnerability: New China Life (1336.HK) [NCL] posted net profit of CNY 14.6 bn - increasing 84% YOY and in line...
336 Views
China Pacific Insurance - No Light at the End of the Tunnel
2019 Results Were Adequate: China Pacific Insurance Corp. (2601.HK) [CPIC] 2019 core operating results excluding several one offs increased 13%...
264 Views
AIA - Resilient, But Not for Long
VONB Solid Despite Hong Kong, But AIA Needs to Come Clean on VONB Assumptions: Value of New Business (VONB) improved 5% YOY to USD $4.15bn, due in...
406 Views
MSCI ACWI Ex-U.S. Breaking Topside Its Downtrend: Europe & The UK Look Attractive
The MSCI ACWI ex-U.S. is breaking topside its nearly 14-month downtrend and above key resistance. The move is being fueled by improvements...
551 Views
U.S. Equities: Downgrading Manufacturing and Materials; Large-Cap Financials at Critical Support
So far the S&P 500 has failed to overcome the 2,790-2,800 resistance level we first highlighted in our 6/5/18 Compass. However, while a...
106 Views