Core Viewpoint - The investment strategy is shifting towards quality value stocks, particularly in the industrial sector, as earnings growth expectations remain strong for 2026 [1]. Industrial Sector - The industrial sector is favored due to higher return on equity and solid demand, with earnings growth projected at 16% [2]. - Industrial companies are expected to benefit significantly from accelerated depreciation policies, which will stimulate tech capital expenditures [3]. - The aerospace and defense industries are experiencing robust demand, indicating a positive outlook for these sectors [6]. Defense Stocks - Defense stocks have outperformed most sectors, with Boeing's stock rising 40% since November [4]. - Investors are advised to embrace geopolitical risks through investments in defense stocks and metals, rather than attempting to trade on geopolitical headlines [5]. Mid and Small Caps - Mid-cap stocks are gaining attention, with a notable participation in the market, contrasting with the focus on mega-cap tech stocks [7]. - Small and mid-cap stocks are showing strong earnings momentum, particularly in the industrials and regional banks [9]. Regional Banks - Regional banks are experiencing double-digit earnings growth and active M&A activity, although they face potential headline risks and regulatory challenges [10]. Economic Outlook - The economy is showing signs of good growth with controlled inflation, countering fears of stagflation [12]. - Economic indicators such as PMI and ISM are expected to remain above 50, signaling positive growth [13]. - Inflation is projected to moderate into 2026, with housing prices stabilizing and energy prices remaining manageable [14].

C$ unless otherwise stated                                                                     TSX/NYSE/PSE: MFC     SEHK: 945 TORONTO, Jan. 21, 2026 /PRNewswire/ - Manulife Financial Corporation will release its fourth quarter and full year 2025 financial results after markets close on Wednesday, February 11, 2026, which will be made available at manulife.com/en/investors/results-and-reports.   A live webcast and conference call are scheduled for Thursday, February 12, 2026, at 8:00 a.m. (ET) where member ...

Core Viewpoint - As of January 15, a total of 105 stocks reached their 52-week highs, with notable performers including 德莱建业 (01546), 东曜药业－Ｂ (01875), and 大森控股 (01580) achieving high rates of 78.00%, 51.36%, and 37.61% respectively [1]. Summary by Category 52-Week Highs - 德莱建业 (01546) closed at 0.355, with a peak of 0.445, marking a high rate of 78.00% [1]. - 东曜药业－Ｂ (01875) closed at 4.190, reaching a high of 4.450, with a high rate of 51.36% [1]. - 大森控股 (01580) closed at 0.275, with a peak of 0.300, achieving a high rate of 37.61% [1]. - 顺兴集团控股 (01637) and 怡园酒业 (08146) also showed significant increases, with high rates of 36.36% and 24.74% respectively [1]. Additional Notable Stocks - JBB BUILDERS (01903) reached a high rate of 24.12% with a closing price of 2.830 [1]. - 天臣控股 (01201) and 江苏创新 (02116) had high rates of 15.38% and 15.00% respectively [1]. - 万国黄金集团 (03939) and 竣球控股 (01481) also performed well, with high rates of 12.95% and 12.44% respectively [1]. 52-Week Lows - The report also noted stocks reaching 52-week lows, with 天彩控股 (03882) showing a low rate of -14.42% [3]. - 中国智慧能源 (01004) and 基石控股 (01592) followed with low rates of -13.64% and -12.86% respectively [3]. - 弘毅文化集团－旧 (02990) and 中原建业 (09982) also reported significant declines of -9.09% and -6.06% respectively [3].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 宏利金融有限公司 呈交日期: 2025年1月8日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00945 | 說明 | 普通股-不設上限及無面值 | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | 上月底結存 | | | | | | | | 增加 / 減少 (-) | | | | | | | | 本月底結存 | | | | | | | | 3. 股份分類 | 優先股 | 股份類別 | A | 於香港聯交所上市 (註1) | 否 | | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | 不設上限及無面值 | | | | 2. ...

Core Viewpoint - Manulife Financial Inc. (NYSE:MFC) stock is currently priced at $37.24, reflecting a 0.43% decrease in the current market session, but has seen a 3.24% increase over the past month and a 22.99% increase over the past year, raising questions about potential overvaluation despite current performance issues [1]. Past Year's Performance - The stock price of Manulife Financial has shown significant growth over the past year, increasing by 22.99% [1]. P/E Ratio Analysis - Manulife Financial has a P/E ratio of 16.51, which is higher than the insurance industry's aggregate P/E ratio of 12.76, suggesting that the company may be expected to perform better than its industry peers, although it may also indicate potential overvaluation [5][6]. - The P/E ratio serves as a useful metric for assessing market performance, but it should not be used in isolation; other factors such as industry trends and business cycles must also be considered [8].

Core Insights - Manulife Financial Corporation (MFC) achieved a 52-week high of $37.46 on January 6, closing at $37.40, reflecting a 22% increase over the past year, outperforming its industry, sector, and the Zacks S&P 500 composite [1] - MFC's market capitalization stands at $62.88 billion, with an average trading volume of 1.9 million shares over the last three months [2] Stock Performance - MFC shares are trading above the 50-day and 200-day simple moving averages (SMA) of $34.69 and $31.89, indicating strong upward momentum [4] - The average price target for MFC, based on estimates from 12 analysts, is $38.34 per share, suggesting a potential upside of 4.5% from the last closing price [8] Growth Projections - Manulife Financial anticipates that Asia will contribute half of its core earnings by 2025, supported by solid operational results [7] - The Zacks Consensus Estimate projects an 8.6% increase in earnings per share and an 8.5% increase in revenues for 2026 compared to 2025 estimates [10] - Analyst sentiment is optimistic, with one of two analysts raising 2026 estimates in the past 30 days, resulting in a 2.5% increase in the consensus estimate for 2026 earnings [11] Financial Efficiency - MFC's return on equity over the trailing 12 months is 16.1%, surpassing the industry average of 15.4%, indicating effective utilization of shareholders' funds [12] - The company has maintained a free cash flow conversion rate of over 100% in recent quarters, reflecting strong earnings [16] Strategic Initiatives - MFC is expanding its Wealth and Asset Management business, focusing on long-term investments in Europe and the broader EMEA region [14] - The company aims for a medium-term dividend payout ratio of 35-45%, supported by a seven-year compound annual growth rate (CAGR) of 10% in dividends [15] - MFC is targeting a leverage ratio of 25% while strengthening its balance sheet [16] Investment Appeal - MFC's consistent wealth distribution and favorable return on equity position it as an attractive option for yield-seeking investors [18] - The company holds a VGM Score of B, indicating strong value, growth, and momentum compared to peers [18] - With positive analyst sentiment and growth estimates, MFC is positioned as a potential investment opportunity [19]

Core Viewpoint - DBS has raised the target price for Manulife Financial-S (00945) from HKD 290 to HKD 310 while maintaining a "Buy" rating, indicating confidence in the stock's potential for valuation re-rating [1] Group 1: Financial Performance - Manulife Financial reported better-than-expected performance for Q3 2025, with new business value increasing by 11% year-on-year, and a 7% growth in the Asia region [2] - The growth in new business value is attributed to a shift in the product mix towards high-margin health insurance products, particularly in the Asian and US markets, which has effectively improved profit margins [2] - New business contract service margins saw a significant year-on-year increase of 25%, with a 20% increase in the Asia region, driven by product mix optimization and positive impacts from recent actuarial assessments [2] Group 2: Strategic Initiatives - Manulife's innovation strategy focuses on growth, emphasizing strong growth potential in wealth and asset management businesses in Asia and globally [1] - The company is expanding its operations in Canada and the US to maintain a diversified and balanced global investment portfolio [1] - A joint venture with Mahindra to enter the Indian insurance market is expected to create new growth opportunities, leveraging Mahindra's strong brand and execution track record [2] - The timing of the entry into the Indian market is strategic, given the improving digital infrastructure and favorable regulatory environment for foreign insurance companies [2]

Core Viewpoint - DBS has raised the target price for Manulife Financial (00945) from HKD 290 to HKD 310 while maintaining a "Buy" rating, indicating confidence in the stock's potential for continued valuation re-rating [1] Group 1: Financial Performance - Manulife Financial reported better-than-expected performance in Q3 2025, with new business value increasing by 11% year-on-year, and a 7% growth in the Asia region [2] - The growth is attributed to a shift in the product mix towards higher-margin health insurance products, particularly in the Asian and US markets, which has effectively improved profit margins and driven business growth [2] - New business contract service margins saw a significant year-on-year increase of 25%, with Asia's new business contract service margins also recording a 20% year-on-year growth [2] Group 2: Strategic Initiatives - Manulife's innovation strategy focuses on growth, emphasizing strong growth potential in both Asian and global wealth and asset management businesses [1] - The company is expanding its operations in Canada and the US to maintain a diversified and balanced global investment portfolio [1] - A joint venture with Mahindra to enter the Indian insurance market is expected to add growth opportunities, leveraging Mahindra's strong brand and execution track record [2] - The timing of the entry into the Indian market is strategic, given the improving digital infrastructure and favorable regulatory environment for foreign insurance companies [2]

Core Viewpoint - Manulife Financial's growth-focused innovation strategy emphasizes strong growth potential in its wealth and asset management business in Asia and globally [1] Group 1: Strategic Focus - The company aims to expand its business in Canada and the United States to maintain a diversified and balanced global investment portfolio [1] - Manulife is transitioning to an AI-driven organization with large-scale applications [1] - The company plans to enhance customer health, wealth, and longevity protection through value-added solutions and services [1] Group 2: Financial Outlook - The strategic enhancements are expected to help the company achieve its financial targets for 2027 and strengthen its sustainable long-term growth trajectory [1] - DBS has raised Manulife's target price from HKD 290 to HKD 310 and maintains a "Buy" rating [1]

Core Insights - The article provides a comparative analysis of Manulife Financial, focusing on its growth in Asia and improving earnings mix compared to its closest competitors [1]. Group 1: Company Overview - Manulife Financial is highlighted for its growth potential in the Asian market, which is a significant aspect of its overall strategy [1]. - The company is noted for its improving earnings mix, indicating a shift towards more profitable segments [1]. Group 2: Analyst Perspective - The insights presented in the article are based on the author's independent research and do not reflect any external financial interests [2]. - The article emphasizes that past performance is not indicative of future results, underscoring the importance of careful investment consideration [3].