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New China Life Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Earnings Expected To Decline, But Long-Term Investments May Provide Stability
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.
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CN¥42.32
FV
50.7% overvalued
intrinsic discount
-18.66%
Revenue growth p.a.
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3 days ago
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China Pacific Insurance (Group)
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
AI, Elderly Care And Green Finance Will Shape The Future
Key Takeaways Focus on AI and technology innovations enhances service quality and reduces risks, likely boosting net margins through operational efficiencies. Strategic investments in health, elderly care, and green finance capitalize on growing demands, potentially boosting revenues with expanded market demand.
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CN¥36.41
FV
3.0% overvalued
intrinsic discount
8.22%
Revenue growth p.a.
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3 days ago
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Ping An Insurance (Group) Company of China
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI And Technology Will Improve Efficiency In Insurance And Health
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.
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CN¥64.58
FV
10.1% undervalued
intrinsic discount
-11.57%
Revenue growth p.a.
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3 days ago
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China Pacific Insurance (Group)
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Aging, Climate Risks And Digital Lag Will Hurt Margins
Key Takeaways Demographic shifts and climate change are limiting policy growth and increasing claims, undermining both revenue and profitability. Slow digital transformation and outdated distribution models are raising costs and reducing competitiveness, weakening long-term earnings potential.
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CN¥26.00
FV
44.2% overvalued
intrinsic discount
2.63%
Revenue growth p.a.
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0
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3 days ago
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China Pacific Insurance (Group)
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
China's AI And Demographic Trends Will Transform Insurance Markets
Key Takeaways Accelerated AI adoption and integration with healthcare ecosystems could boost efficiency, client retention, and recurring revenues well beyond current expectations. Strong capital base, digital transformation, and favorable regulation position CPIC for superior growth, increased market share, and stable long-term profitability.
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CN¥46.20
FV
18.9% undervalued
intrinsic discount
18.48%
Revenue growth p.a.
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3 days ago
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