Ping An Insurance – Another Abysmal Result
PING AN: Ping An reported a QOQ 3Q21 results decline of 23.2%, attributed to its investment portfolio. Excluding PAB, whose results were managed,...
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Ping An Insurance – Don’t Bank On It
PING AN: Competitor conference call with PAB reveals nonchalant management. The Group has enormous real estate-related exposure, and questions of...
515 Views
Lufax (LU) - Not Yet a Turnaround Story Despite Sharp De-Rating
Among listed fintech firms, Lufax bore the brunt of the regulatory crackdown on the sector, losing more than half its market capitalisation. This...
395 Views
Full Truck Alliance IPO Trading - Have to Do a Bull Case to Find Some Upside
Full Truck Alliance (YMM US) (FTA), China’s largest digital freight platform by gross transaction value, raised around US$1.6bn via a US listing....
457 Views
AiHuiShou IPO Trading - Probably Close to Fair Value but Has a Long Runway
Aihuishou (RERE US), China’s largest pre-owned consumer electronics transactions and services platform, raised up to US$243m via a US listing. It...
628 Views