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AIA Group Limited (OTCPK:AAGIY) has very good growth prospects over the long term due to its unique exposure to Asia, while its current valuation appears to be somewhat undemanding. As this is my first coverage of AIA, in this article I do a review of its business profile and most recent earnings, to see whether or not AIA is a good play for long-term investors in the insurance sector. Business Overview AIA Group is an insurance company based in Hong Kong, offering life insurance products, critical illness, ...

Asia Credit Roundup China property, AIA, Swire Properties China Property – FY24 results preview: Earnings downtrend to continue China developers and property managers will report FY24 results over the next few weeks. For developers, the JPM China Property equity research team forecasts an average 30% YoY decline in earnings, mainly driven by 1) margin squeeze as a result of price cuts, and 2) impairment (esp. for distressed names and Vanke). Jinmao (which has released a positive profit alert expecting an ea ...

2024 ANNUAL RESULTS PRESENTATION 14 March 2025 DISCLAIMER This document ("document") has been prepared by AIA Group Limited (the "Company", and together with its subsidiaries, "AIA", the "Group" or "AIA Group") solely for use at the presentation held in connection with the announcement of the Company's financial results (the "Presentation"). References to "document" in this disclaimer shall be construed to include any oral commentary, statements, questions, answers and responses at the Presentation. No repr ...

Lee Yuan Siong Good morning and a warm welcome to AIA's annual results presentation. I am delighted to report that AIA has delivered an excellent financial performance in 2024. We achieved double-digit growth across our key metrics for new business, earnings and cash generation, demonstrating the benefits of our growth strategy. Let me now take you through the highlights. Value of new business was up by 18% to a record high of $4.7% billion, building on the strong momentum we have generated in previous year ...

友邦保险 20250312 摘要 Q&A 友邦保险的资本管理政策及现金回报率如何？ 友邦保险在 2019 年之前资本大幅上移，财务杠杆非常低。疫情和外资抛压导致 股价和估值下行压力，公司在去年（2024 年）优化了资本管理方案。新的资本 管理方案完全基于内涵价值体系评估派系和回购，不受利润表波动影响。预计 2025 年通过内涵价值产生自由盈利约 70 亿美金，其中 20 多亿美金用于保单销 售，要求回报率超过 20%。剩余 50 亿美金中至少 75%派给股东，即约 35 亿美金， 对应现金回报率约 4%。过去三年公司进行了 120 亿美金的回购，相当于市值的 • 友邦保险预计 2025 年通过内涵价值产生自由盈利约 70 亿美金，其中约 35 亿美金将派给股东，对应现金回报率约 4%，过去三年公司进行了 120 亿美 金的回购，相当于市值的 20%，综合现金回报率达到 6-7%。 • 友邦保险中长期成长性预计为两位数以上，10%-15%概率较大，公司指引未 来三年每股盈利增长 9%-11%，合同服务边际增速维持 8%-10%，保单销售增 速潜力长期维持两位数以上。 • 友邦保险大陆市场代理人队伍规模持续增长， ...

This is a follow-up to my first article on AIA ( OTCPK:AAGIY ) published more than a year ago. Since then, the stock lost 10% in market value. But it has gained far more in business, thanks to the Group's enduring foothold Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (o ...

AIA Group Limited (OTCPK:AAGIY) Q2 2024 Results Conference Call August 21, 2024 9:00 PM ET Company Participants Lance Burbidge - Chief Investor Relations Officer Lee Yuan Siong - Group Chief Executive and President Garth Jones - Chief Financial Officer Jacky Chan - CEO, AIA China Leo Grepin - Regional Chief Executive Hak Leh Tan - Regional Chief Executive Conference Call Participants Charles Zhou - UBS Thomas Wang - Goldman Sachs MW Kim - JPMorgan Kailesh Mistry - HSBC Richard Xu - Morgan Stanley Michelle M ...

Market Valu As to regions, Thailand is the largest allocation, followed by China. Worth keeping in mind in case a conflict between the two actually takes place militarily. On the positive side, AIA includes the region's largest and most important enterprises from a wide spectrum of sectors spanning technology to consumer-led business across financial powerhouses. By buying this ETF, you indirectly benefit from the collective investments going into these enterprises. Overall, this diversification within Asia ...

The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time. AIA (AAGIY) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend i ...