Beishui once again increased its holdings of the Bank of China by nearly HK$900 million and surpassed Meituan by nearly HK$800 million; Nanshuibong made a record purchase of 22.4 billion yuan
On April 26 (Friday), Southbound made net purchases of HK$1,174 million in Hong Kong stocks today. Kuaishou-W and HKEx received net purchases of HK$500 million and HK$117 million respectively.
二零二三年年報
Ping An of China (601318): Good value performance, solvency improved month-on-month
The incident described the release of China Ping An's 2024 quarterly report. The company achieved net profit of 36.71 billion yuan, a year-on-year decrease of 4.3%; achieved a new business value of 12.89 billion yuan, an increase of 20.7% year-on-year on a comparable scale. occurrences
Cathay Pacific Junan: Reducing the allocation of brokerage firms and increasing insurance allocations, preferring targets with high profit stability
Guotai Junan released a research report saying that the non-banking sector is still in a state of mismatch.
Ping An of China (601318): Higher production capacity per team compared to year, asset management business dragged down performance
Core view In recent years, Ping An Life Insurance has insisted on using high-quality development as the value to lead continuous deepening channel transformation. The company's high-quality channel system and “product+service” model are expected to help it optimize its product structure and achieve high-quality business growth. In Bank Insurance
Beishui raised more than HK$500 million from the Bank of China and sold Meituan for nearly HK$800 million; Nanshui bought CMB for nearly 700 million yuan
On April 25 (Thursday), Southwest Capital made net purchases of Hong Kong stocks of HK$1.88 billion today. The Hong Kong Stock Exchange and Tencent Holdings received net purchases of HK$407 million and HK$222 million respectively.
Ping An of China (601318): Value ratio optimization drives steady NBV operating profit performance of +20.7% year over year
Core view The company's NBV for the first quarter was +20.7% YoY, and operating profit to parent was -3.0% YoY. Overall performance was better than expected. Among them, the three core businesses of life insurance and health insurance, property insurance, and banking resumed growth, and the three businesses combined
CICC: Life insurance profits may exceed expectations, Chinese life insurance welcomes medium-term investment opportunities
Chinese life insurance currently has medium-term investment opportunities.
Express News | BOC International: China Ping An's profit performance is steady, and the value rate of the new business exceeds expectations
PING AN(2318.HK):1Q24 NBV BEAT; LIFE OPAT Y/Y TURNED POSITIVE
Ping An's first-quarter results show resilience in core lines, with Life VNB +20
Hong Kong Stock Afternoon Review | Hang Seng Index rose slightly by 0.55%, Great Wall Motor rose nearly 10%, and Bilibili rose nearly 4%
Photovoltaic solar energy stocks rose one after another; Xinyi Solar Energy and GCL Technology rose nearly 3%; insurance stocks generally rose; China Taiping rose more than 4%, and China Ping An rose nearly 3%.
The financial strength of Hong Kong stocks was strong. The Hong Kong Stock Exchange and Ping An of China rose more than 4%, and China Merchants Bank and AIA Insurance rose more than 3%.
The financial strength of Hong Kong stocks was strong. The Hong Kong Stock Exchange and Ping An of China rose more than 4%, and China Merchants Bank and AIA Insurance rose more than 3%.
Intraday Overview | The Hong Kong Stock Index opened low and moved higher. After the resumption of trading, Shangtang is now up more than 12%
Technology stocks generally rose. Shunyu Optical Technology rose more than 7%, Huahong Semiconductor rose nearly 5%; Great Wall Motor rose more than 12%, and Q1 net profit surged year-on-year.
Changes in Hong Kong stocks | Insurance stocks rise, China's Taiping (00966) rises more than 6%. Institutions expect long-term interest rates to fall, and the asset side is expected to usher in marginal improvements
As of press release, China's Taiping (00966) rose 6.3% to HK$7.26, Ping An of China (02318) rose 3.78% to HK$35.7, and AIA (01299) rose 3.37% to HK$52.1.
Ping An of China (601318): Price-driven NBV net profit growth rate was better than expected
Note: Ping An of China released its 2024 quarterly report. 2024Q1 achieved operating profit of 38.7 billion yuan, or -3.0% year on year; net profit to mother of 36.7 billion yuan, -4.3% year over year. Life insurance and health insurance have been reformed
North and South Water | Continue to grab high dividends! Nanshui bought more than 500 million yuan of Pingan, and Beishui continuously increased its positions with Bank of China, Tencent, and China Mobile
Northbound Capital made a net purchase of 4.606 billion yuan of A-shares, while Southbound made a net purchase of HK$1,995 billion in Hong Kong shares.
SDIC Securities released a research report on April 24 stating that it gave China Ping An (601318.SH) a buying rating. The main reasons for the rating include: 1) We believe that the core focus of the company's 2024 quarterly report is: 1) stable and high
SDIC Securities released a research report on April 24 stating that it gave China Ping An (601318.SH) a buying rating. The main reasons for the rating include: 1) We believe that the core focus of the company's 2024 quarterly report is: 1) stable and high-quality life insurance, driving significant improvement in NBV; 2) stable and excellent life insurance volume and quality, driving significant NBV improvement; 3) increasing the comprehensive financial insurance cost ratio to 99.6%. (Mainichi Keizai Shimbun)
Beishui added nearly HK$800 million to sell Meituan for over HK$1.5 billion; Nanshui bought Ping An of China for over HK$500 million
On April 24 (Wednesday), Southbound made net purchases of HK$1,995 million in Hong Kong stocks today. The Hong Kong Stock Exchange and China Mobile received net purchases of HK$736 million and HK$494 million respectively.
Northbound Capital Purchase Report: Ping An of China received a net purchase of 514 million yuan
On April 24, Northbound Capital made a significant net purchase of 4.606 billion yuan throughout the day.
Express News | Northbound Capital made a net purchase of 4.606 billion yuan today. Ping An of China, Wuliangye, and Agricultural Bank of China received net purchases of 514 million yuan, 364 million yuan, and 210 million yuan respectively. Ningde Era had the highest net
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