17 June 2025 | 10:25PM HKT AIA Group (1299.HK): Key takeaways from Asia Financial Corporate Day Bottom line: We hosted AIA IR at our Asia Financial Corporate Day on Jun 17. Investor questions focused on 1) outlook for share buybacks, 2) impact of recent movements in rates, equity market, and exchange rates, 3) mainland China sales growth and margin outlook, including further footprint expansion in mainland China. Overall, AIA expects limited rates impact and positive translation impact from USD weakness. Th ...

19 June 2025 | 11:28PM HKT China Pacific Insurance (2601.HK): Key takeaways from Asia Financial Corporate Day Bottom line: We hosted CPIC's IR team at our Asia Financial Corporate Day on Jun 19. Discussions centered around: 1) recent sales momentum, 2) equity investment strategy, 3) asset and liability management and 4) shareholders' return. Strong sales momentum in 1Q25 has continued into 2Q, with higher contribution from participating products. CPIC noted that both total agent headcount and core agent hea ...

17 June 2025 | 10:16PM HKT New China Life Insurance (1336.HK): Key takeaways from Asia Financial Corporate Day Bottom line: We hosted NCI at our Asia Financial Corporate Day on Jun 17. The discussions centered around: 1) recent sales momentum, especially on participating products sales, and 2) investment allocation and new money yield. Company saw increasing contribution from participating products in 2Q to-date, and is aiming at 30% participating product mix in FY25. As for investment strategy, NCI's equit ...