China Pacific Insurance - No Light at the End of the Tunnel
2019 Results Were Adequate: China Pacific Insurance Corp. (2601.HK) [CPIC] 2019 core operating results excluding several one offs increased 13%...
350 Views
AIA - Resilient, But Not for Long
VONB Solid Despite Hong Kong, But AIA Needs to Come Clean on VONB Assumptions: Value of New Business (VONB) improved 5% YOY to USD $4.15bn, due in...
586 Views
China Banks - Abracadabra
China Loves the "F" Word: The China Bank and Insurance Regulatory Commission's (CBIRC) latest bout of bank capital forbearance in reaction to the...
404 Views
Ping An Insurance Group - Not Very Pretty
Weak Results: Ping An Insurance Group (2318.HK) [Ping An or Group] reported 2019 operating results of CNY 133 bn, increasing 18% YOY but coming...
490 Views
Trip.com - Another Ugly Corona Virus Update
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
402 Views