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Insurance Taiwanese Investing Ideas
2888
Shin Kong Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Anticipated 28% Revenue Fall Will Darken Insurance Industry Outlook
Key Takeaways Strong growth in foreign currency policies and CSM products is enhancing Shin Kong Life's revenue and market share leadership. Strategic lending and investment strategies are driving revenue and earnings growth across Shin Kong Financial's banking and securities divisions.
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NT$10.50
FV
12.4% overvalued
intrinsic discount
-44.91%
Revenue growth p.a.
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4 days ago
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2883
KGI Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Geopolitical Uncertainties And Market Volatility Will Hamper Taiwan's Financial Sector
Key Takeaways KGI Financial Holding's strategic shifts towards diversified investment income and asset management indicate a potential boost in earnings and net margins. Expansion in Hong Kong and focus on high-margin services suggest growth in international revenue and income diversification.
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NT$18.80
FV
18.6% undervalued
intrinsic discount
-48.69%
Revenue growth p.a.
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4 days ago
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Cathay Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Transformation May Boost Efficiency, But Foreign Exchange Risks Remain
Key Takeaways Expansion in wealth management and credit card services with high-net-worth clients may drive revenue growth and increase fee income. Digital transformation, including AI and cloud growth, aims to boost operational efficiency and customer satisfaction, enhancing net margins and earnings.
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NT$67.11
FV
6.7% undervalued
intrinsic discount
-31.86%
Revenue growth p.a.
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0
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4 days ago
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Fubon Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Adoption Of IFRS 17 And Taiwan-ICS Will Erode Earnings Amid Rising Costs
Key Takeaways Shifts in Fubon Life's product mix and digital initiatives may impact revenue growth and compress net margins due to changes and increased costs. Regulatory changes and banking segment risks pose challenges, including potential earnings impact from standard adoption and higher non-performing loans.
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NT$85.94
FV
3.0% undervalued
intrinsic discount
-36.12%
Revenue growth p.a.
Set Fair Value
0
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4 days ago
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