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...
178 Views
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...
252 Views
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...
331 Views
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...
497 Views
China Insurance - Life Premium Retreated as Expected, P&C Grew with Auto Sales Momentum
Life premium growth eased in Oct as expected, due to the release of front-loaded demands in Jul/Aug prior to the PIR cut, which dragged the rise of...
119 Views