Ping An (2318 HK) - 1Q24 NBV Beat; Life OPAT Y/Y Turned Positive
Ping An’s first-quarter results show resilience in core lines, with Life VNB +20.7% YoY to RMB12.9bn under new EV assumptions, beating market...
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China & HK: Underowned?
Over 3/4 of Global equity managers are underweight China. Average weights sit at the bottom of the 10 year range, with 18% of funds holding no...
1.2k Views
Ping An (2318 HK) - Resilient DPS Despite OPAT Decline
Ping An reported FY23 results, with the L&H EV economic assumptions cut by 50bps on long-term investment return from 5.0% to 4.5%, and 150bps on...
327 Views
Ping An Insurance - Dramatic Worsening Key Areas, Big Bank Exposure, Macro Insurance Stats Are Poor
Expect earnings to be released soon. There remains considerable risk to core insurance operations, with worsening China and Hong Kong markets, but...
1k Views
Technically Speaking, Breakouts and Breakdowns: HONG KONG (SEPTEMBER 3)
Hong Kong market broke its downtrend however it met strong resistance just above 18k. PICC and Sinopec broke to new highs relative to MSCI...
235 Views