AIA (1299 HK): 3Q19 VONB Impacted By Hong Kong
AIA Group Ltd (1299 HK) reported 3Q19 VONB of HK$980 million, which was in line with expectations. Excluding Hong Kong, the Group’s VONB grew by 14...
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Ping An Insurance (2318 HK): Good Results; Yet Likely To Disappoint Investors
Ping An Insurance (H) (2318 HK) reported quarterly results and 9M 2019 earnings, which grew 50% y/y to RMB 32 bn for the quarter and RMB 130 bn for...
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HK Shorts - Bottom Forming for China Megabanks?
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 11 October.Total short notional...
506 Views
AIA (1299 HK): The Hong Kong Overhang
AIA Group Ltd (1299 HK) is down ~15% since our note AIA (1299 HK): An All-Weather Compelling Play On China, Despite The Risks And Valuation, due to...
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HK Shorts - The Many Faces of Consumer Discretionary Stocks
We analyse the latest SFC data released this evening on short position reporting in Hong Kong for the week ended 4 October.Total short notional in...
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