Ping An (2318 HK) - 1Q24 NBV Beat; Life OPAT Y/Y Turned Positive
Ping An’s first-quarter results show resilience in core lines, with Life VNB +20.7% YoY to RMB12.9bn under new EV assumptions, beating market...
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Ping An (2318 HK) - Resilient DPS Despite OPAT Decline
Ping An reported FY23 results, with the L&H EV economic assumptions cut by 50bps on long-term investment return from 5.0% to 4.5%, and 150bps on...
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2025 High Conviction: PA Gooddoctor (1833 HK) - The Arb Is To Take The Stock
IF you like PA Gooddoctor, buy here. Or just buy irrespectively. Then either opt for the scrip dividend. Or perhaps take the dividend on 50% of...
502 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...
182 Views
Ping An Insurance - Dramatic Worsening Key Areas, Big Bank Exposure, Macro Insurance Stats Are Poor
Expect earnings to be released soon. There remains considerable risk to core insurance operations, with worsening China and Hong Kong markets, but...
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