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Alec Tseung
Fintech & EM-focused Analyst
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KT Capital Group
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Joined:
09 March 2021
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Hong Kong & China
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Financials & Information Technology
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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Prudential
•
18 Jan 2024 08:00
Smartkarma Originals
APAC Insurers Series (#4): How We See the 3 Insurance Stocks in 2024
While we see limited upside in both PICC P&C and Samsung Life, we believe Prudential is the only one out of the three insurance stocks we...
Alec Tseung
1k Views
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bearish
•
Lifenet Insurance Company
•
31 Dec 2023 23:00
Lifenet: Oasis Management Is Now Another Major Shareholder Besides Effissimo
Effissimo Capital and Oasis Management now control >30% of Lifenet Insurance. We look forward to seeing the demands they might put on management to...
Alec Tseung
336 Views
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bearish
•
Japan Post Insurance
•
26 Dec 2023 17:05
Japan Post Insurance: Embedded Value Unlikely to Benefit from a Rate Increase
Japan Post Insurance's share price has come down by c. 10% since its peak when the note was published in mid. Nov. underperforming both the broader...
Alec Tseung
786 Views
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bullish
•
Prudential PLC
•
30 Nov 2023 08:45
2024 High Conviction: Underwriting Prudential’s Investment Case into 2024
We continue underwriting Pru’s investment case into 2024, with the market now assigning a negative new business multiple. Any modest improvement in...
Alec Tseung
237 Views
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bullish
•
Lifenet Insurance Company
•
30 Oct 2023 17:05
Lifenet: A Rejuvenated InsurTech Story in Japan
Activist investor (Effissimo Capital) has been gradually increasing and building its stake in Lifenet to 18.03% (mid-Oct) and has become the...
Alec Tseung
629 Views
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