Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
<Research>CMBI: PING AN/ CHINA LIFE Beneficiaries of Policy w/ Optimistic 2026 Outlook for Insurers
Recommend 21 Positive 43 Negative 16 |
||||
|
||||
|
China's National Administration of Financial Regulation (NAFR) released a notice last Friday (5th) regarding the adjustment of risk factors related to insurers' businesses lowering the solvency risk factors for insurers investing in constituents of the CSI 300 Index, the CSI Dividend Low Volatility 100 Index and the STAR Market by 10%, marking the regulatory body's continued efforts since May to guide insurance funds into the equity market, according to CMBI's research report. The broker forecasted that PING AN (02318.HK) and CHINA LIFE (02628.HK) will be the main beneficiaries of the policy. With the policy guidance for asset allocation adjustments to promote sustainable development of industry valuation realignment, CMBI maintained an optimistic outlook for the insurance industry in FY2026, and kept rating at Outperform for the sector. The broker also recommended Buy on PING AN, CHINA LIFE, PICC P&C (02328.HK) and AIA (01299.HK). The latest ratings and target prices of the sector are listed in a separate table. AASTOCKS Financial News Website: www.aastocks.com |
||||
Copied to Clipboard
 |
||||
