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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.
【Brokerage Focus】CMB International maintains a "Buy" rating on AIA (01299), expecting its new business value last year to grow by 20% year-on-year.
Jinwu Financial News | Zhao Yin International issued a Research Report indicating that AIA (01299) will disclose its full-year performance for 2024 before the market opens on March 14. The bank expects the company's annual new business value (VONB) to grow by 20% (at fixed Exchange Rates) / 18% (at actual Exchange Rates) year-on-year to 4.77 billion USD, with new business value in the second half of 2024 expected to increase by 16% year-on-year (at fixed Exchange Rates), while the new business value in the fourth quarter of 2024 is expected to grow by 14% year-on-year (at fixed Exchange Rates), showing a slight slowdown compared to the 16% year-on-year growth in the third quarter of 2024. By market, the bank expects new business value in Hong Kong, China, and Other markets to be promising.
Announcement Highlights | Alibaba's revenue in the last quarter increased by 8% year-on-year; "Snow King" has started its IPO! The stock is priced at HKD 202.5 per share.
In the last quarter, Alibaba's Net income increased by over 300%; CHINA RES POWER's photovoltaic sales volume in January rose by 45%.
AIA (01299.HK) will hold a Board of Directors meeting on March 14 to consider and approve the release of the annual performance.
Gelonghui reported on February 20 that AIA (01299.HK) announced that a committee appointed by the company's Board of Directors will hold a meeting on March 14, 2025 (Friday) to (including) consider and approve the release of the company's annual results for the year ending December 31, 2024, and to consider the proposal for a final dividend payment (if any).
Meeting of a Committee Appointed by the Board
Insurance capital frequently welcomes policy dividends in the market. Are there still constraints? Voices from the Industry have emerged | Focus on long-term capital entering the market②
① Equity investments intensify the consumption of capital, and life insurance companies continue to face pressure for capital replenishment; ② The large minimum capital requirements significantly restrict the scale of insurance capital entering the market, creating a dilemma between capital occupation and returns for insurance companies; ③ The industry calls for the introduction of measures to reduce capital occupation and provide incentives.