INSIGHT PROVIDER
Alec Tseung

Alec Tseung
Fintech & EM-focused Analyst
KT Capital Group

46
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Hong Kong & China Financials & Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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bullishPrudential
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...

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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...

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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...

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bullishPrudential 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...

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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...

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