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Hong Kong stocks are moving differently | Mainland Insurance Companies strengthened in the morning session. The pilot for investment in Private Equity by financial asset investment companies will further expand. The advantages of long-term investment of I
Mainland Insurance Companies strengthened in the morning. As of the time of publication, New China Life Insurance (01336) rose by 4.16% to HKD 27.55; CHINA TAIPING (00966) rose by 3.99% to HKD 11.98; AIA (01299) rose by 3.68% to HKD 63.4; Ping An Insurance (02318) rose by 3.44% to HKD 48.05.
Da Hua Ji Xian: "Confident in Buy" list adds multiple Stocks including Geely Autos (00175) etc. (Table)
The new Stocks added to the "Buy with confidence" list include Geely Autos (00175), JD-SW (09618), SHK PPT (00016), and Zijin Mining Group (02899).
Morgan Stanley maintains AIA's "Shareholding" rating with a Target Price of 59.4 HKD.
JPMorgan released a research report stating that it maintains a "Shareholding" rating for AIA (01299), with a Target Price of HKD 59.4. AIA's stock price has underperformed the market this year, but its projected PE for the fiscal year 2025 is 12 times, significantly higher than the PE of 5 to 7 times for mainland listed insurance companies in Hong Kong.
DBS: Reiterates AIA (01299) "Buy" rating with a Target Price of 100 Hong Kong dollars.
AIA is in a leading position in fields such as cloud applications, digital insurance applications and direct processing, AI-supported processing, and digital lead generation and conversion.
Major measures for financial opening! Lowering the access threshold for Financial Institutions from Hong Kong and Macao to the mainland. How will capital from Hong Kong and Macao ignite the mainland Insurance market?
① On one hand, it will help accelerate overseas Financial Institutions' investment in China's Insurance market, partially alleviating the current capital tightness in the Insurance Industry; ② On the other hand, it will also be beneficial in introducing products and experiences from mature Insurance markets; ③ Some experts believe that if a capital investment of billions of dollars comes in, it could leverage a large-scale premium.
Guosen: In 24Q4, the yield on Insurance investment significantly rebounded, remaining Bullish on long-duration Bonds and high-dividend Stocks allocation opportunities.
In the context of "Asset Scarcity," expanding investment channels for Insurance has become an important means of stabilizing medium to long-term investment returns. The bank remains Bullish on allocation opportunities in long-duration Bonds and high-dividend Stocks.
