M Update Hong Kong/China Insurance | Asia Pacific September 24, 2024 02:37 PM GMT PBoC policy to further benefit insurance sector We believe the market policy enables better earnings expectations for 3Q, while investment actions, especially in stocks, will remain relatively stable and disciplined. We expect improved fundamentals in the short term, with sales trends and interest rates acting as key catalysts in the medium term. Insurers will benefit from PBoC policies: 1) PBoC is supporting insurers to impro ...

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J.P.Morgal Global Quantitative & Derivatives Strategy 24 September 2024 US Single Stock Volatility Chartbook In this weekly publication, we present several screens highlighting potential opportunities in the US single stock options universe, which includes blue chip stocks with liquid options market in the region. We present charts and analytics on the following metrics: Attractive call overwriting and call buying opportunities Attractive put underwriting and put buying opportunities Cheap/rich implied vola ...

M Idea Global Economic Briefing | North America September 23, 2024 04:00 AM GMT The Fed started its easing cycle with a 50bp cut. We don't think the Fed's reaction function has changed, and so the read through for other central banks is still limited. M The Fed cut rates by 50bps, but we did not see a huge shift in its reaction function. Rather, the 50bps was to show a commitment to not falling behind the curve, in Powell's words. But from here the most likely path forward is a string of 25bp cuts. Powell h ...

North America Equity Research 22 September 2024 J P M O R G A N | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------| | | | | Qualcomm | Overweight | | T ...

M Idea Hong Kong/China Insurance | Asia Pacific September 22, 2024 09:00 PM GMT What's next after insurers' 1H24 results? Better equity performance helped 1H24 earnings beat. Life business quality improved due to strengthened regulation, and P&C business remained healthy. VNB growth could still be healthy, but 3Q earnings might face some pressure on equity market trends. We maintain our Attractive industry view. We are pleased with insurers' 1H results, with improved business quality, especially for life na ...

abc 20 September 2024 Global Research and Evidence Lab YES Powered by UBS Evidence Lab Gongniu Group Core category sales deceleration in sight; downgrade to Neutral Property-dragged core category sales will not be fully offset by share gains We expect demand for China's sockets & switches, Gongniu's core category (c30% of sales/profit currently), to decelerate into H224, dragged by a significant decline in residential GFA completions in H124. We do not think this can be fully offset by a share gain. We also ...

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