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...
536 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...
1k Views
EQD | US Election - Hedge Considerations
The US election brings uncertainty, but market impact should be limited due to enduring Trump and Biden/Harris policies. Asian equities face high...
1k Views
EQD | Asia November Vol Roadmap - The Waiting Game
Major markets are not monetizing, with US FOMC and election impacting implied vols. Hang Seng, Shanghai Shenzhen, and Nikkei 225 have elevated...
180 Views