Shared on 07 Dec 25

601601: Lower Discount Rate Will Support Stronger Future Shareholder Returns

Analysts have raised their price target on China Pacific Insurance Group by a modest amount, citing a slightly lower perceived discount rate while maintaining stable assumptions for fair value, revenue growth, profit margins, and future price to earnings multiples. What's in the News China Pacific Insurance (Group) has scheduled an Analyst and Investor Day, providing management with an opportunity to update the market on strategy, capital allocation, and long term growth priorities (Key Developments).

Shared on 23 Nov 25

Fair value Increased 1.65%

601601: Marginal Increase In Profit Margin Will Improve Shareholder Returns

Narrative Update on China Pacific Insurance (Group) Analysts have raised their price target for China Pacific Insurance (Group) from ¥43.10 to ¥43.81, citing modest improvements in projected fair value and profit margin expectations. What's in the News A board meeting is scheduled for October 30, 2025, to review third quarter results for the nine months ended September 30, 2025, and address other business matters (Key Developments).

Shared on 07 Nov 25

Fair value Increased 1.64%

601601: Revenue Gains Will Drive Share Price Momentum Going Forward

Narrative Update on China Pacific Insurance (Group) Analysts have raised their price target for China Pacific Insurance (Group) from ¥42.41 to ¥43.10, citing higher projected revenue growth, even though there is some moderation in profit margin expectations. What's in the News Board meeting on October 30, 2025 will review and approve third quarter results and related disclosures (Key Developments) Shareholders at the August 29, 2025 EGM approved amendments to the Articles of Association (Key Developments) Special Shareholders Meeting on August 29, 2025 addressed the proposed dissolution of the Board of Supervisors and multiple amendments to key company procedures (Key Developments) Board meeting on August 28, 2025 considered and approved the interim results for the first half of 2025 and related disclosures (Key Developments) Valuation Changes The consensus analyst price target has risen slightly from CN¥42.41 to CN¥43.10.

Shared on 24 Oct 25

Fair value Increased 0.36%

Analysts have slightly increased their price target for China Pacific Insurance (Group) to ¥42.41 from ¥42.26. This adjustment is attributed to marginal improvements in discount rate assumptions and future price-to-earnings expectations.

Shared on 10 Oct 25

Fair value Increased 1.70%

Narrative Update on China Pacific Insurance (Group) Analysts have raised their price target for China Pacific Insurance (Group) from ¥41.55 to ¥42.26, citing improved margin outlook and a modest recalibration of discount rates. What's in the News Amendments to the Articles of Association were approved during the Extraordinary General Meeting held on August 29, 2025 (Key Developments) The Board Meeting on August 28, 2025, reviewed and approved interim results for the six months ended June 30, 2025, and considered other business matters (Key Developments) The Extraordinary Shareholders Meeting on August 29, 2025, discussed the proposed dissolution of the Board of Supervisors and multiple amendments to company rules and procedures (Key Developments) NFRA approved significant amendments to the Articles of Association, impacting matters such as capital changes, acquisitions, and major asset transactions (Key Developments) Valuation Changes The consensus analyst price target has risen slightly from CN¥41.55 to CN¥42.26.

Shared on 31 Aug 25

Fair value Increased 5.59%

Despite a marked downgrade in revenue growth expectations, a significant improvement in net profit margin has driven a modest increase in the consensus analyst price target to CN¥40.50. What's in the News Shareholders approved amendments to the Articles of Association at an Extraordinary General Meeting.

Shared on 01 May 25

Fair value Increased 4.96%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 2.97%

AnalystConsensusTarget has decreased revenue growth from 8.2% to 6.1% and increased future PE multiple from 8.4x to 10.0x.

Shared on 09 Apr 25

Fair value Decreased 4.26%

Shared on 02 Apr 25

Fair value Decreased 5.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget has decreased revenue growth from 6.9% to 5.5%, increased profit margin from 10.6% to 13.0% and decreased future PE multiple from 11.9x to 10.1x.

Shared on 12 Mar 25

Fair value Increased 55%

AnalystConsensusTarget has increased future PE multiple from 8.1x to 11.9x.

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

601601: Lower Discount Rate Will Support Stronger Future Shareholder Returns

601601: Marginal Increase In Profit Margin Will Improve Shareholder Returns

601601: Revenue Gains Will Drive Share Price Momentum Going Forward

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