SHANGHAI, Sept. 27, 2024 /PRNewswire/ -- On September 26, 2024, Ping An Healthcare and Technology Company Limited ("Ping An Good Doctor", "Ping An Health", or "the Company", Stock Code: 1833.HK), China's leading healthcare ecosystem platform, saw its share price surge by nearly 10% during the trading session, peaking at HK$12.08. The U.S. Federal Reserve's recent announcement of a 50 basis point decrease in the federal funds rate target has further boosted liquidity, fueling the rally of internet healthcare ...

HONG KONG and SHANGHAI, Sept. 9, 2024 /PRNewswire/ -- Ping An Insurance (Group) Company of China, Ltd. (hereafter "Ping An", the "Company" or the "Group", HKEX: 2318 / 82318; SSE: 601318) has been included as a constituent member in the Hang Seng Corporate Sustainability Index Series for 2024-2025, effective immediately. Hang Seng Indexes Company recognizes Ping An's outstanding performance in environmental, social, and corporate governance (ESG). Ping An has been a constituent member of the index series fo ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers. Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by th ...

Ping An Insurance (Group) (OTCMKTS:PNGAY) just reported results for the second quarter of 2024. Ping An Insurance (Group) reported earnings per share of 58 cents. The company reported revenue of $38.42 billion. InvestorPlace Earnings is a project that leverages data from TradeSmith to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share and revenue, as well as how a company stacks up to analyst estimates. These articles are published wit ...

Life & Health NBV jumps 11.0% YoY, demonstrating significant positive results in high-quality business development HONG KONG and SHANGHAI, Aug. 22, 2024 /PRNewswire/ -- Ping An Insurance (Group) Company of China, Ltd. (hereafter "Ping An" or the "Group", HKEX: 2318; SSE: 601318) today announced its 2024 interim results for the six month period ended 30 June 2024. In the first half of 2024, China's economy was generally stable despite a complex external environment. Facing opportunities and challenges, Ping ...

文章核心观点 - 中国保险行业在过去一年中出现大幅下跌,部分原因是对整体经济的担忧,也是由于近几个月中国基准收益率创纪录下降(保险业毕竟是一个利差业务) [2] - 但当局现正积极干预以保持无风险收益率上升,而非下降,这意味着现在可能是重新关注该行业的时机,特别是通过养老金和长期保障产品捕捉中国长期人口变迁的独特能力 [2] - 虽然看起来可以通过表现落后的公司来玩这一趋势,但还是应该坚持行业领导者平安(OTCPK:PNGAY)(OTCPK:PIAIF),不仅因为其盈利质量和堡垒般的资本状况,也因为其历史上被低估的股价 [2] 利率环境改善 - 中国经济复苏缓慢,市场预期更多刺激措施,导致政府债券收益率下降至创纪录低位,这对北京和中国人民银行(即中国央行)来说并不理想,部分原因是其破坏性的速度,也可能是因为较低的收益率会导致货币贬值 [3] - 因此,作为反应,中国人民银行一直在努力推高收益率,最近几周的价格走势表明,其通过直接干预市场(如做空长期债券)等措施可能已帮助基准10年期收益率找到了底部 [3] 对平安的影响 - 作为保险行业的一员,平安的业务本质上也是一个利差业务,所以利率上升的背景应该可以逆转过去一年中我们看到的大部分盈利下调 [4] - 如果持续,较高且持久的无风险利率也有利于资产负债表,特别是在资产负债管理和偿付资本基础方面 [4] - 平安的久期并不是最高的(即利率敏感性),因此并不是最容易受益于主权收益率上升,但凭借其一流的利润率和产品组合,它最有能力应对波动,从风险/收益的角度来看,投资者不应忽视平安 [4] 股息前景 - 进入第二季度业绩公布周,保险业务的资产负债表风险有所缓解,意味着股息惊喜可能出现 [5] - 这仍然是一家有着良好盈利增长前景和相当保守派息率的集团,偿付能力比率也已经远高于监管最低要求,即使在最坏的情况下,平安也有足够的债务能力来增强其偿付能力比率 [5] 其他业务风险 - 除了保险业务,投资者也需要关注平安非保险业务的风险,资产管理是最大的担忧,主要是由于该板块过去存在的资产质量问题 [7][8] - 不过,好消息是资产管理业务在第一季度已经扭亏为盈,这是一个巨大的缓解,而且随着中国最新数据显示房地产出现了一些积极迹象,平安在第二/三季度的表现可能会超预期 [7] - 银行业务方面,平安的风险相对更好控制,不良贷款率仍相对较低,而且中国开发商破产的最坏情况似乎已经过去 [8]

HONG KONG and SHANGHAI, Aug. 15, 2024 /PRNewswire/ -- Ping An Insurance (Group) Company of China, Ltd. (hereafter "Ping An", the "Company" or the "Group", HKEX: 2318 / 82318; SSE: 601318) has published a report, "Climate Change Adaptation and Disaster Risk Management: Current Practices and Future Perspectives for the Insurance Industry" (hereafter "the report"), in a joint effort with Southern University of Science and Technology, Tsinghua University, Risk Lighthouse International Pt Ltd, and Ernst & Young ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors rely on traditional forms of analysis on key valuat ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use tried-and-true metrics a ...

文章核心观点 - 中国人口老龄化趋势明显,但经济发展水平相对较低,这给养老服务业带来了巨大挑战 [3] - 中国老年人对财务规划的意识较低,养老服务市场也存在服务碎片化、质量参差不齐等问题 [7] - 平安保险正在建立"金融+健康养老"的综合服务体系,提供专业的财务咨询、家庭医生和养老管家服务 [2][8][9] 行业现状和趋势 - 随着人均寿命延长,老年人对财富保值增值、建立"个人养老储备"的需求将成为财富管理的核心 [4] - 保险行业正在开发"金融+养老"产品,但产品类型还过于单一 [4][5] - 中国养老服务行业仍处于初级阶段,存在服务碎片化、质量参差不齐、缺乏统一标准等问题 [7] 公司战略和举措 - 平安保险正在打造集保险、健康管理、养老服务于一体的综合服务平台,满足老年客户在健康、慢性病管理、养老等方面的个性化需求 [8][9] - 平安拥有庞大的客户基础和丰富的服务资源,能够整合上百家供应商,为客户提供650项家庭养老服务 [9] - 平安正在利用人工智能、大数据等技术手段,提升养老服务的效率和质量 [12][13]