Switch to Global Market

Insurance Chinese Community

Our community narratives are driven by numbers and valuation.

China Pacific Insurance (Group)

Aging Demographics And Tighter Regulation Will Erode Profitability

Key Takeaways Demographic shifts, persistent economic pressures, and tighter regulations threaten profitability, premium growth, and product flexibility for China Pacific Insurance (Group). Weaker digital transformation and a volatile investment environment risk eroding market share, compressing margins, and destabilizing income stability.Read more

4

0

0

0

AN

AnalystLowTarget

CN¥35.55

23.7% overvalued

AnalystLowTarget's Fair Value

Revenue

13.29% p.a.

Profit Margin

13.16%

Future PE

6.51x

Price in 2029

CN¥43.51

Ping An Insurance (Group) Company of China

Analysts Maintain Price Target for Ping An Insurance as Dividend Rises and Valuation Improves

Key Takeaways AI and technology enhancements are boosting operational efficiency, reducing costs, and positively impacting net margins within Ping An's services. Expansion in finance, health, and senior care, with strong customer engagement, is set to drive revenue by targeting China's aging population and healthcare needs.Read more

61

0

0

12

AN

AnalystConsensusTarget

CN¥75.55

11.9% undervalued

AnalystConsensusTarget's Fair Value

Revenue

-11.18% p.a.

Profit Margin

23.94%

Future PE

10.49x

Price in 2029

CN¥96.87

New China Life Insurance

601336: Profit Margins Will Improve But Weaker Revenue May Pressure Returns

Key Takeaways Focus on traditional products may hinder innovation, impacting future revenue growth amid evolving market trends. Recruitment and training emphasis might boost operational costs, risking net margin compression without proportional productivity gains.Read more

29

0

0

1

AN

AnalystConsensusTarget

CN¥65.56

22.7% overvalued

AnalystConsensusTarget's Fair Value

Revenue

-13.54% p.a.

Profit Margin

33.5%

Future PE

15.31x

Price in 2029

CN¥81.12

China Pacific Insurance (Group)

Digital Transformation And Elder Care Insurance Will Drive Value In Coming Years

Key Takeaways Expansion into health, elderly care, and embracing digital innovation positions the company for sustainable growth and improved operational efficiency. Focus on premium products, diversified channels, and regulatory support enhances profitability, underwriting quality, and earnings stability.Read more

43

0

0

1

AN

AnalystConsensusTarget

CN¥45.19

2.7% undervalued

AnalystConsensusTarget's Fair Value

Revenue

13.2% p.a.

Profit Margin

12.5%

Future PE

8.74x

Price in 2029

CN¥55.35

China Pacific Insurance (Group)

China Urbanization And Digital Shift Will Expand Insurance Markets

Key Takeaways Proprietary AI adoption and health ecosystem integration are accelerating productivity, cross-selling, and premium growth, driving stronger customer retention and outperformance versus competitors. Diversified channel expansion, NEV insurance focus, and resilient investment strategy position the company for long-term margin gains and sustainable earnings growth.Read more

11

0

0

0

AN

AnalystHighTarget

CN¥52.6

16.4% undervalued

AnalystHighTarget's Fair Value

Revenue

18.32% p.a.

Profit Margin

11.76%

Future PE

10.08x

Price in 2028

CN¥65.06

Recently Updated Narratives

ID

Great dividend but share numbers have increased 100% in last 12 months!!

Fair Value: US$32.99 26.9% overvalued

10

0

0

RE

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Fair Value: €17.13 54.8% undervalued

37

0

0

CO

composite32

SEGRO's Revenue to Rise 14.7% Amidst Optimistic Growth Plans

Fair Value: UK£9.39 18.8% undervalued

6

0

0

Popular Narratives

WE

WealthAP

The "Sleeping Giant" Stumbles, Then Wakes Up

Fair Value: US$82 49.1% undervalued

11.4k

85

6

35

OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 20.9% undervalued

8.1k

75

0

19

AN

AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 28.7% undervalued

10.8k

1050

6

31

Trending Discussion

ZD

Zdend1

The price has been in the free fall since the IPO, do you think that we are reaching the bottom and has anything of the assumptions changed since publishing?

0

|

0

HE

Hemingway

NVDA+AEVA Agreement is a game changer for the AEVA stock even though it is just a partnership and does not have a roll out until 2028 (which means receivables as early as 2027, I would imagine) This agreement effectively moves the goal posts of profitability for AEVA much closer since this is in addition to the recent Forterra agreement, as well as the (previously announced) European carmaker agreement (which is believed to be Mercedes-Benz and estimated to be worth at least 1 billion in sales alone) Underneath all of this, AEVA has a pre-existing agreement with Daimler Truck. So business seems to be booming, especially with really big name brands…which tends to bring in even more brand names (and thus more agreements/contracts/announcements, etc). This dynamic often creates more coverage from analysts (often with upside stock initial coverage) that I believe will be occurring over the next 3 to 6 months (as professional traders/analysts often research for 2 to 3 months before initiating coverage of a new issue). I also feel that the above momentum increases the likelihood that companies that do not currently utilize 4G LIDAR technology might consider buying AEVA outright. Realistically, even with a substantial premium to the current stock price, the cost of AEVA would be a rounding error for the likes of a company such as Tesla, and certainly would allow them to maintain their technological edge as the competition for self-driving vehicles continues to heat up. However, I think it is equally possible for NVidea to decide to lock-in the AEVA technology for their upcoming autonomous hardware/software package by buying them outright. Obviously, the above factors and recent activity in the AEVA stock are cause for optimism. Of course, this all just one opinion , so please do your own due diligence. Disclaimer: I/We DO trade in this stock from time to time and I/we may (or may not have) a position currently, so again, please do your own due diligence.

0

|

0

US

Net here,remains to be seen!

0

|

0