PICC P&C (2328 HK): Increased Confidence After Investor Day
Picc Property & Casualty H (2328 HK) hosted an investor day on November 1, outlining medium-to-long term targets, which provided increased...
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PICC P&C (2328 HK): No Longer A Value Trap
Picc Property & Casualty H (2328 HK) is the largest P&C insurer in China. The stock has been a value trap for over three years. We believe...
428 Views
CPIC (2601 HK): Fairly Valued, With Few Levers To Surprise
China Pacific Insurance (Group) Co., (2601 HK) is a one of the larger Chinese insurers, but lacks the franchise in the growth segments of the...
438 Views
HK Connect Ideas: Eleven Weeks of Inflows, Tencent/Nintendo Deal (2019-07-26)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
510 Views
HK Connect Ideas: Five Weeks of Inflows, Dalian Port Outflows (2019-06-14)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
571 Views