AIA Group Limited

Report azionario SEHK:1299

Capitalizzazione di mercato: HK$805.5b

AIA Group Crescita futura

Criteri Future verificati 2/6

AIA Group prevede che gli utili e i ricavi cresceranno rispettivamente di 12.9% e 3.7% all'anno. Si prevede che l'EPS crescerà di 14.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 17.3% in 3 anni.

Informazioni chiave

12.9%

Tasso di crescita degli utili

14.30%

Tasso di crescita dell'EPS

Insurance crescita degli utili5.8%
Tasso di crescita dei ricavi3.7%
Rendimento futuro del capitale proprio17.32%
Copertura analitica

Good

Ultimo aggiornamento04 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa Jun 22

1299: Dividend Lift And New Bylaws Will Support Stronger Future Returns

Analysts have inched their consolidated price target for AIA Group lower to about HK$104.36 from around HK$104.43, reflecting slightly updated assumptions on long term revenue growth, profit margins, discount rate and future P/E multiples. What's in the News AIA Group approved the adoption of new articles of association at its Annual General Meeting held on 22 May 2026, formalizing updated company bylaws.
Aggiornamento narrativa Jun 02

1299: Dividend Hike And Buyback Plan Will Drive Stronger Future Returns

Analysts have made a marginal upward adjustment to the HK$104.43 price target for AIA Group. This reflects fine tuning of fair value, discount rate, revenue growth, profit margin, and forward P/E assumptions, without a change in the overall thesis.
Aggiornamento narrativa May 16

1299: Dividend And Buyback Program Will Support Stronger Future Shareholder Returns

Analysts have nudged their AIA Group price target slightly lower to about HK$104.43, reflecting modest revisions to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News AIA Group plans to propose the adoption of new articles of association at the Annual General Meeting scheduled for 22 May 2026, which would update the company’s governing rules and structure (Key Developments).
Aggiornamento narrativa May 02

1299: Dividend Hike And Buybacks Will Support Stronger Shareholder Returns

Analysts have modestly raised their HK$ price target on AIA Group to reflect a fair value estimate of HK$104.46, supported by updated assumptions around revenue growth, profit margins, and a forward P/E of 18.14x. What's in the News AIA Group plans to present new articles of association for shareholder approval at the Annual General Meeting scheduled for 22 May 2026, signalling upcoming changes to the company’s governing documents (Key Developments).
Aggiornamento narrativa Apr 17

1299: Dividend Hike And Share Buybacks Will Support Future Upside Potential

Analysts have modestly raised their HK$ price target for AIA Group, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E that remain broadly consistent with prior expectations. What's in the News AIA Group Limited Board has recommended a 10% increase in the final dividend to HK$1.4408 per share for the year ended 31 December 2025, subject to shareholder approval at the AGM on 22 May 2026, with payment expected on 12 June 2026 to shareholders on the register as of 29 May 2026 and an ex dividend date of 28 May 2026 (Key Developments).
Aggiornamento narrativa Apr 01

1299: Share Buybacks And Higher Dividend Will Support Future Upside Potential

Analysts have raised their price target on AIA Group from about HK$100.40 to roughly HK$103.42, citing updated assumptions that now factor in revenue growth of 3.45%, a profit margin of 32.14% and a forward P/E of 17.80x. What's in the News The Board of Directors authorized a share buyback plan on March 19, 2026, as part of AIA Group Limited's capital management approach (Key Developments).
Aggiornamento narrativa Mar 18

1299: Stable Margins And Slightly Lower P/E Assumptions Will Support Future Upside

Analysts have made a slight adjustment to their HK$ price target on AIA Group, reflecting updated views on future P/E assumptions, while keeping fair value, discount rate, revenue growth and profit margin estimates effectively unchanged. Valuation Changes Fair Value: HK$100.40 remains unchanged, with no adjustment to the intrinsic value estimate used in the model.
Aggiornamento narrativa Mar 03

1299: Higher Profit Margins Will Support Future Upside Potential

Analysts have nudged their price target on AIA Group slightly higher to HK$100.40 from HK$100.20, citing updated assumptions around revenue growth, profit margins and a modestly lower future P/E multiple. Valuation Changes Fair Value: HK$100.20 has been adjusted slightly higher to HK$100.40.
Aggiornamento narrativa Feb 16

1299: Higher Future P/E Multiple Will Support Upside Potential

Analysts have slightly raised their fair value estimate for AIA Group from HK$99.80 to HK$100.20, citing updated assumptions on the discount rate, revenue trends, profit margin, and a higher future P/E multiple. Valuation Changes Fair Value: HK$99.80 to HK$100.20, a very small upward adjustment in the modelled estimate.
Aggiornamento narrativa Feb 02

1299: Stable Margins And Higher Future P/E Multiple Will Support Upside

Analysts have nudged their price target for AIA Group higher to US$99.80 from about US$96.78, citing updated fair value estimates along with adjusted assumptions for revenue trends, profit margins and future P/E levels. Valuation Changes Fair Value: nudged higher from US$96.78 to US$99.80, reflecting slightly revised model assumptions.
Articolo di analisi Jan 30

AIA Group Limited (HKG:1299) Not Flying Under The Radar

When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
Aggiornamento narrativa Jan 19

1299: Stable Margins And Higher Future P/E Multiple Will Support Upside

Analysts have slightly increased their price target for AIA Group to align with a fair value estimate of about $96.78, up from roughly $96.13, reflecting updated assumptions around revenue trends, profit margins and future P/E levels. Valuation Changes The Fair Value Estimate has risen slightly from HK$96.13 to about HK$96.78.
Aggiornamento narrativa Jan 05

1299: Stable Margins And Higher P/E Multiple Will Support Future Upside

Analysts have nudged their fair value estimate for AIA Group up from HK$95.32 to HK$96.13, citing updated assumptions on long term profitability and P/E multiples, while keeping revenue growth and the discount rate broadly unchanged. Valuation Changes The Fair Value Estimate is now set at HK$96.13, compared with the earlier HK$95.32, reflecting a small upward adjustment in the model output.
Aggiornamento narrativa Dec 18

1299: Stable Margins And Discount Rate Will Support Future Upside Potential

Analysts have nudged their price target on AIA Group slightly higher to reflect a modest increase in fair value to approximately $95.32, supported by stable discount rate assumptions and unchanged expectations for long term revenue growth, profit margins, and future valuation multiples. Valuation Changes The fair value estimate has risen slightly, increasing from HK$95.14 to approximately HK$95.32 per share.
Aggiornamento narrativa Dec 04

1299: Share Buyback And Firm Margins Will Support Future Upside

Analysts have modestly raised their price target on AIA Group, citing a slightly higher fair value estimate of about $95.14, up from roughly $94.44. This change is supported by marginal improvements in projected profit margins and valuation multiples.
Articolo di analisi Nov 25

If EPS Growth Is Important To You, AIA Group (HKG:1299) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Aggiornamento narrativa Nov 20

1299: Share Buyback and Steady Margins Will Drive Future Upside

Analysts have raised their price target for AIA Group slightly, increasing the fair value estimate by approximately $0.70 to reflect modest improvements in revenue growth expectations and a stable profit margin outlook. What's in the News Between May 23, 2025 and June 30, 2025, AIA Group completed the repurchase of 87,235,600 shares, representing 0.83% of its shares.
Aggiornamento narrativa Nov 03

1299: Share Buyback Momentum And Dividend Actions Will Drive Future Upside

Analysts have raised their price target for AIA Group, increasing the fair value estimate from $91.70 to $93.74. This adjustment is based on improved revenue growth projections and a slightly higher anticipated forward price-to-earnings ratio.
Articolo di analisi Aug 25

AIA Group (HKG:1299) Will Pay A Dividend Of $0.49

AIA Group Limited's ( HKG:1299 ) investors are due to receive a payment of $0.49 per share on 23rd of September. Even...
Articolo di analisi Aug 11

Pinning Down AIA Group Limited's (HKG:1299) P/E Is Difficult Right Now

SEHK:1299 1 Year Share Price vs Fair Value Explore AIA Group's Fair Values from the Community and select yours When...
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Nuova narrativa Mar 16

Expansion Into Mainland China Will Increase Customer Base And Strengthen Long-Term Prospects

Strategic expansion and partnerships in China and Hong Kong diversify channels and enhance high-margin revenue growth.

Previsioni di crescita degli utili e dei ricavi

SEHK:1299 - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202828,8039,334N/A3,53010
12/31/202726,4378,313N/A3,49012
12/31/202623,9157,520N/A6,20012
12/31/202526,2156,2346,7146,970N/A
9/30/202525,8536,1456,5426,799N/A
6/30/202525,4906,0566,3696,628N/A
3/31/202523,9796,4464,6984,946N/A
12/31/202422,4676,8363,0263,263N/A
9/30/202421,7305,8326,0806,359N/A
6/30/202420,9924,8289,1339,455N/A
3/31/202420,3754,2969,86310,187N/A
12/31/202319,7573,76410,59310,919N/A
9/30/202319,4543,9019,5019,717N/A
6/30/202319,1514,0388,4098,514N/A
3/31/202318,4583,6858,9459,191N/A
12/31/202217,7643,3319,4819,867N/A
9/30/202224,0794,5287,2597,910N/A
6/30/202230,3935,7255,0375,953N/A
3/31/202238,3756,5764,1534,931N/A
12/31/202146,3577,4273,2693,909N/A
9/30/202150,6337,1272,5813,047N/A
6/30/202154,9096,8271,8922,185N/A
3/31/202152,8806,3031,9982,271N/A
12/31/202050,8515,7792,1032,357N/A
9/30/202046,9705,2983,6473,863N/A
6/30/202043,0894,8175,1915,368N/A
3/31/202045,5175,3984,1804,353N/A
12/31/201947,9455,9793,1683,337N/A
6/30/201938,5284,051N/A2,294N/A
12/31/201833,0252,920N/A1,865N/A
11/30/201738,7616,120N/A1,451N/A
8/31/201736,1515,572N/A1,231N/A
5/31/201733,5405,024N/A1,011N/A
2/28/201730,6694,594N/A1,188N/A
11/30/201627,7974,164N/A1,364N/A
8/31/201624,6433,395N/A1,501N/A
5/31/201621,4892,626N/A1,638N/A
2/29/201621,9882,696N/A1,438N/A
11/30/201522,4862,765N/A1,237N/A
8/31/201524,9413,437N/A956N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 1299 ( 12.9% all'anno) è superiore al tasso di risparmio ( 3% ).

Guadagni vs Mercato: Si prevede che gli utili di 1299 ( 12.9% all'anno) cresceranno più rapidamente del mercato Hong Kong ( 12.3% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 1299 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di 1299 ( 3.7% all'anno) crescerà più lentamente rispetto al mercato Hong Kong ( 8.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 1299 ( 3.7% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 1299 sarà basso tra 3 anni ( 17.3 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/05 11:37
Prezzo dell'azione a fine giornata2026/08/05 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

AIA Group Limited è coperta da 40 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Mark William KellockBarclays
Tianjiao YuBernstein
Michael LiBofA Global Research