AIA's 2017 Results Deliver Strong New Business Value Growth Despite High Base in Hong Kong in 2016
We're increasing our fair value estimate for no-moat AIA Group Ltd (1299 HK) to HKD 72 per share from HKD 67 to factor in more favorable...
202 Views
Ping An Insurance - Not a Good Company, But You Can't Argue With the Power of Fin-Tech
* After running 110% in 2017, Ping An Insurance (2318.HK) [Ping An] shares are off to the races yet again as the fintech story continues to have...
461 Views
HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
546 Views
AIA's China Business Will Benefit From China's Opening Up of Its Financial System
We increase our fair value estimate for AIA to HKD 67 from HKD 63 per share to factor in higher expectations for premium growth and new business...
297 Views
AIA's Australian Acquisition Boosts Our Long-Term Outlook for the Company
AIA Group Ltd (1299 HK)'s purchase of Commonwealth Bank Of Australia (CBA AU)'s life insurance business is a positive, with the...
283 Views