BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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StubWorld: PICC's A-Share Offering, Jardines, Swire
This week in StubWorld ... People's Insurance Co (Group) Of China (1339 HK)Â announced its A-share listing was approved by CSRC's Main Board...
308 Views
AIA – Change in FYE Leads to Additional Growth Questions
* Unresolved Accounting Questions: A recently changed FYE to December coupled with a failure to disclose several months of data disallow reasonable...
309 Views
AIA Group Ltd. – Risk & Reward of Chinese Insurance Reforms
* Pension Reform/Foreign Ownership Reforms: Whilst reform has been anticipated for well over a decade, the initial market reaction suggests this...
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Ping An Insurance – Wet Blanket
* Poster-child For All That Is Wrong in China Financials: Some of what we believe will rear its ugly head in 2018 will be: 1) investment portfolio...
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