A/H Premium Tracker (To 17 Jan 2025): AH Premia Fall Further, Lowest Avg Premium in 5yrs
AH Premia are now the at the lowest average level in 5yrs. Foreigners appear to continue to sell As. Wide spreads are still a buy.
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StubWorld: Stay Long PICC (1339 HK)
People's Insurance (PICC) (1339 HK) has bounced off its lifetime low implied stub and simple ratio (PICC/PICC P&C (2328 HK)); but still trades...
363 Views
Leaders and Laggards in Advanced Asia-Domiciled Insurance Sector
Insurers domiciled in Advanced Asian Economies have reaped the benefits of the higher-for-longer interest rate environment that has buoyed...
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China Insurance: PICC P&C Vs. CPIC
Bullish on PICC P&C outlook as it's expected to benefit the most from China's motor insurance recovery. Bearish on CPIC's because its P&C is much...
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