Ping An Insurance (2318 HK): A Better Business Today, But Are Investors Being Paid For The Risks
There is a lot to like about Ping An Insurance (H) (2318 HK) in terms of its businesses, which have strong competitive advantage given their scale...
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AIA (1299 HK): An All-Weather Compelling Play On China, Despite The Risks And Valuation
AIA Group Ltd (1299 HK) is one of the best China plays with its high quality business and compelling structural growth story, despite several key...
824 Views
Alibaba (BABA US): Early Thoughts on the Hong Kong Listing
Alibaba Group Holding (BABA US) seems to be going ahead with its rumoured secondary listing in Hong Kong. According to some media reports, Alibaba...
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Share Classifications: Jan 2019 Month-End Snapshot
This month-end share class summary is a companion insight to Travis Lundy's H/A Spread & Southbound Monitors and Ke Yan's HK Connect Discovery...
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AIA - Slowdown Is Evident
* OCIHK announced that 1Q18 mew business annual premium equivalent (APE) growth increased by 3% YOY in 1Q18, as compared to negative 27% YOY in...
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