AIA - Resilient, But Not for Long
VONB Solid Despite Hong Kong, But AIA Needs to Come Clean on VONB Assumptions:Â Value of New Business (VONB) improved 5% YOY to USD $4.15bn, due in...
646 Views
Trip.com - Sino-Phobia
Trip.com Should Get Significantly Re-Rated: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread...
495 Views
AIA - Slowdown Is Evident
* OCIHK announced that 1Q18 mew business annual premium equivalent (APE) growth increased by 3% YOY in 1Q18, as compared to negative 27% YOY in...
226 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...
352 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...
388 Views