In today’s briefing:
- APAC Insurers Series (#3): Initial Theses At Different Stages of Being Played Out
APAC Insurers Series (#3): Initial Theses At Different Stages of Being Played Out
- PICC P&C’s thesis has materialized and played out well this year, with the stock being HK’s best-performing Chinese insurer.
- Samsung Life’s share price recovered slightly since our last update as LT Korean government bond yields further increased.
- Prudential’s thesis is slowly being played out, with its P/BV discount to AIA having narrowed; but still a long way to go.
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