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China Reinsurance (Group) Community
SEHK:1508 Community
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China Reinsurance (Group)
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Undervalued
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Community Investing Ideas
1508
China Reinsurance (Group)
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Escalating Climate Shocks And Chinese Market Risks Will Shatter Prospects
Key Takeaways Rising climate risks and regulatory changes are increasing underwriting challenges, claims volatility, and compliance costs, straining profitability and operational resilience. Overexposure to China's economy and traditional investment assets limits diversification, while insurtech and alternative capital sources threaten long-term revenue growth.
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HK$0.91
FV
53.9% overvalued
intrinsic discount
3.26%
Revenue growth p.a.
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7 days ago
author updated this narrative
1508
China Reinsurance (Group)
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Rising Middle Class And Belt & Road Will Transform Reinsurance
Key Takeaways Proprietary technology, digital transformation, and advanced analytics are expected to accelerate efficiency gains, boosting profitability and market share beyond current forecasts. Strategic international expansion, strong government partnerships, and leadership in catastrophe products position the firm for premium growth surpassing industry expectations.
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HK$1.40
FV
0.2% undervalued
intrinsic discount
8.69%
Revenue growth p.a.
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0
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10 days ago
author updated this narrative
1508
China Reinsurance (Group)
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Transformation And EV Insurance Will Open New Markets
Key Takeaways Innovative products in climate change and EV insurance could enhance revenue by addressing unmet demand and emerging risks. Focus on digital transformation and global expansion may improve operational efficiency and boost revenue growth in strategic regions.
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HK$0.96
FV
46.2% overvalued
intrinsic discount
7.84%
Revenue growth p.a.
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21 days ago
author updated this narrative
Your Valuation for
1508
1508
China Reinsurance (Group)
Your Fair Value
HK$
Current Price
HK$1.40
20.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-325m
168b
2015
2018
2021
2024
2025
2027
2030
Revenue CN¥131.0b
Earnings CN¥13.3b
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