AIA Group（7A2）株式概要AIAグループ・リミテッドはその子会社とともに香港で生命保険ベースの金融サービスを提供している。 詳細7A2 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績1/6財務の健全性4/6配当金5/6報酬当社が推定した公正価値より42.6%で取引されている 収益は年間12.92%増加すると予測されています 2.29%の安定した配当金を支払う アナリストらは、株価が24%上昇するだろうとほぼ一致している。 リスク分析7A2 リスクチェックを通過した。すべてのリスクチェックを見る7A2 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€9.257.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture051b2016201920222025202620282031Revenue US$31.6bEarnings US$7.5bAdvancedSet Fair ValueView all narrativesAIA Group Limited 競合他社AllianzSymbol: XTRA:ALVMarket cap: €145.9bMünchener Rückversicherungs-Gesellschaft in MünchenSymbol: XTRA:MUV2Market cap: €61.7bWüstenrot & WürttembergischeSymbol: XTRA:WUWMarket cap: €1.4bTalanxSymbol: XTRA:TLXMarket cap: €28.2b価格と性能株価の高値、安値、推移の概要AIA Group過去の株価現在の株価HK$9.2552週高値HK$9.8452週安値HK$7.07ベータ0.641ヶ月の変化2.71%3ヶ月変化1.46%1年変化25.94%3年間の変化2.62%5年間の変化-12.82%IPOからの変化342.94%最新ニュースDeclared Dividend • 22hFinal dividend of HK$1.44 announcedShareholders will receive a dividend of HK$1.44. Ex-date: 28th May 2026 Payment date: 12th June 2026 Dividend yield will be 16%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 16AIA Group Limited to Report Q1, 2026 Results on Apr 30, 2026AIA Group Limited announced that they will report Q1, 2026 results at 6:00 AM, China Standard Time on Apr 30, 2026お知らせ • Mar 19+ 2 more updatesAIA Group Limited (SEHK:1299) announces an Equity Buyback for $1,743 million worth of its shares.AIA Group Limited (SEHK:1299) announces a share repurchase program. Under the program, the company will repurchase up to $1,743 million worth of its shares, under the Group’s capital management policy. The purpose of the program is overall return to shareholders.お知らせ • Feb 24AIA Group Limited to Report Fiscal Year 2025 Results on Mar 19, 2026AIA Group Limited announced that they will report fiscal year 2025 results at 6:00 AM, China Standard Time on Mar 19, 2026お知らせ • Feb 05AIA Group Limited Announces Appointment of Ms. Shulamite N K Khoo and Mr. Ku Man as Independent Non-Executive Directors, Effective February 5, 2026AIA Group Limited announced the appointment of Ms. Shulamite N K Khoo and Mr. Ku Man as Independent Non-executive Directors of the Company with effect from February 5, 2026. Ms. Khoo, aged 64, has served as an Independent Non-executive Director of Shangri-La Asia Limited (listed on the Hong Kong Stock Exchange and the Singapore Stock Exchange) since November 2020 and an Independent Director of CIMB Group Holdings Berhad (listed on the Malaysia Stock Exchange) since May 2020. She was an Independent Non-executive Director of Kerry Logistics Network Limited (listed on the Hong Kong Stock Exchange) from 2017 to 2021. Since October 2022, Ms. Khoo has been an Independent Non-executive Director of AIA Company Limited, a wholly-owned subsidiary of the Company. She also served as Group Chief Human Resources Officer of the Company from 2011 to 2018. Prior to joining the Group, Ms. Khoo was Group Executive Vice President and Global Head of Human Resources of AXA group, based in Paris. Ms. Khoo obtained a Bachelor of Science degree from University of Toronto in 1983 and qualified as a Chartered Fellow of the Chartered Institute of Personnel and Development in 2013. Mr. Ku, aged 52, is the Chairman and Executive Director of WeBank Co. Ltd. since December 2014 and the Chairman of WeBank Technology Services Limited since January 2026. Mr. Ku has previously held various senior positions at Ping An Insurance (Group) Company of China Ltd. and its group entities between 2000 to 2014. He served as an Executive Director of Ping An from July 2012 to July 2014. Amongst other roles, he has also served as the Chairman and Chief Executive Officer of Ping An Channel Development Consultation Service Company of Shenzhen Ltd. from 2008 to 2013, the Chairman of Ping An Processing & Technology (Shenzhen) Co. Ltd. from 2010 to 2014, and a Non-executive Director of Ping An Bank Co. Ltd. from 2010 to 2014. Prior to joining the Ping An group, Mr. Ku worked in McKinsey & Company as a Business Analyst from 1997 to 1999. Mr. Ku obtained a Bachelor of Business Administration degree from The Chinese University of Hong Kong in 1996.お知らせ • Oct 16AIA Group Limited to Report Q3, 2025 Results on Oct 31, 2025AIA Group Limited announced that they will report Q3, 2025 results at 6:00 AM, China Standard Time on Oct 31, 2025最新情報をもっと見るRecent updatesDeclared Dividend • 22hFinal dividend of HK$1.44 announcedShareholders will receive a dividend of HK$1.44. Ex-date: 28th May 2026 Payment date: 12th June 2026 Dividend yield will be 16%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 16AIA Group Limited to Report Q1, 2026 Results on Apr 30, 2026AIA Group Limited announced that they will report Q1, 2026 results at 6:00 AM, China Standard Time on Apr 30, 2026お知らせ • Mar 19+ 2 more updatesAIA Group Limited (SEHK:1299) announces an Equity Buyback for $1,743 million worth of its shares.AIA Group Limited (SEHK:1299) announces a share repurchase program. Under the program, the company will repurchase up to $1,743 million worth of its shares, under the Group’s capital management policy. The purpose of the program is overall return to shareholders.お知らせ • Feb 24AIA Group Limited to Report Fiscal Year 2025 Results on Mar 19, 2026AIA Group Limited announced that they will report fiscal year 2025 results at 6:00 AM, China Standard Time on Mar 19, 2026お知らせ • Feb 05AIA Group Limited Announces Appointment of Ms. Shulamite N K Khoo and Mr. Ku Man as Independent Non-Executive Directors, Effective February 5, 2026AIA Group Limited announced the appointment of Ms. Shulamite N K Khoo and Mr. Ku Man as Independent Non-executive Directors of the Company with effect from February 5, 2026. Ms. Khoo, aged 64, has served as an Independent Non-executive Director of Shangri-La Asia Limited (listed on the Hong Kong Stock Exchange and the Singapore Stock Exchange) since November 2020 and an Independent Director of CIMB Group Holdings Berhad (listed on the Malaysia Stock Exchange) since May 2020. She was an Independent Non-executive Director of Kerry Logistics Network Limited (listed on the Hong Kong Stock Exchange) from 2017 to 2021. Since October 2022, Ms. Khoo has been an Independent Non-executive Director of AIA Company Limited, a wholly-owned subsidiary of the Company. She also served as Group Chief Human Resources Officer of the Company from 2011 to 2018. Prior to joining the Group, Ms. Khoo was Group Executive Vice President and Global Head of Human Resources of AXA group, based in Paris. Ms. Khoo obtained a Bachelor of Science degree from University of Toronto in 1983 and qualified as a Chartered Fellow of the Chartered Institute of Personnel and Development in 2013. Mr. Ku, aged 52, is the Chairman and Executive Director of WeBank Co. Ltd. since December 2014 and the Chairman of WeBank Technology Services Limited since January 2026. Mr. Ku has previously held various senior positions at Ping An Insurance (Group) Company of China Ltd. and its group entities between 2000 to 2014. He served as an Executive Director of Ping An from July 2012 to July 2014. Amongst other roles, he has also served as the Chairman and Chief Executive Officer of Ping An Channel Development Consultation Service Company of Shenzhen Ltd. from 2008 to 2013, the Chairman of Ping An Processing & Technology (Shenzhen) Co. Ltd. from 2010 to 2014, and a Non-executive Director of Ping An Bank Co. Ltd. from 2010 to 2014. Prior to joining the Ping An group, Mr. Ku worked in McKinsey & Company as a Business Analyst from 1997 to 1999. Mr. Ku obtained a Bachelor of Business Administration degree from The Chinese University of Hong Kong in 1996.お知らせ • Oct 16AIA Group Limited to Report Q3, 2025 Results on Oct 31, 2025AIA Group Limited announced that they will report Q3, 2025 results at 6:00 AM, China Standard Time on Oct 31, 2025Declared Dividend • Aug 24First half dividend of HK$0.49 announcedShareholders will receive a dividend of HK$0.49. Ex-date: 5th September 2025 Payment date: 23rd September 2025 Dividend yield will be 8.0%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 22First half 2025 earnings released: EPS: US$0.24 (vs US$0.29 in 1H 2024)First half 2025 results: EPS: US$0.24 (down from US$0.29 in 1H 2024). Revenue: US$13.3b (up 29% from 1H 2024). Net income: US$2.53b (down 24% from 1H 2024). Profit margin: 19% (down from 32% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Jul 31AIA Group Limited to Report First Half, 2025 Results on Aug 21, 2025AIA Group Limited announced that they will report first half, 2025 results on Aug 21, 2025お知らせ • Jun 06AIA Group Limited Announces Board and Committee ChangesAIA Group Limited announced that Mr. Edmund Sze-Wing Tse, Independent Non- executive Chairman and Independent Non-executive Director, has informed the board of directors of the Company (the "Board") of his intention to retire from his positions with the Company effective 30 September 2025. In recognition of his extraordinary contribution, the Board has unanimously chosen to confer upon Mr. Tse the honorary title of Chairman Emeritus for AIA Group. The Board is delighted to announce that Sir Mark Tucker, who previously served as Group Chief Executive Officer and President of AIA between 2010 and 2017, has, subject to regulatory approval, been appointed Independent Non-executive Chairman and an Independent Non- executive Director of the Company effective from 1 October 2025. Sir Mark has also been appointed as the Chairman of the Nomination Committee and a member of the Remuneration Committee, effective 1 October 2025. Sir Mark has more than 40 years in-depth experience in the financial services industry, including in Asia, the United States, the United Kingdom and Africa. He will complete his tenure as the Non-executive Group Chairman of HSBC Holdings plc ("HSBC") on 30 September 2025. Sir Mark Edward Tucker, aged 67, has served as non-executive Group Chairman of HSBC (listed on the London Stock Exchange, the Hong Kong Stock Exchange, the Bermuda Stock Exchange and the New York Stock Exchange) from October 2017. He is also non-executive Group Chairman of the Discovery Group of South Africa. Sir Mark served as an Executive Director and the Group Chief Executive and President of AIA from 2010 to 2017. He also served as the group chief executive of Prudential plc from 2005 to 2009. Sir Mark was a non-executive director of the Court of The Bank of England from 2009 to 2012 and an independent director of The Goldman Sachs Group Inc. from 2012 to 2017. He is a member of the International Business Leaders' Advisory Councils to the Mayor of Beijing and the Mayor of Shanghai. In 2023, he was also appointed to the Chief Executives' Council of Advisers of the HKSAR, the National Financial Regulatory Administration International Advisory Council of China and the Kingdom of Saudi Arabia's Supreme National Investment Committee's Investment Advisory Council. He was the co-chair of the Indian B20 Taskforce on Financial Inclusion for Economics Empowerment. Sir Mark is on The Asia Society's Board of Trustees in New York and is a Director of the Peterson Institute for International Economics. He is an Honorary Professor at the Chinese University of Hong Kong. He also serves on the Asia Business Council and the Advisory Board of the Asia Global Institute. Sir Mark obtained a Bachelor of Arts degree from Leeds University in 1980 and received an Honorary Doctor of Laws from Leeds University in 2022. He qualified as a Chartered Accountant in England and Wales in 1985. In June 2024, Mr. Tucker was honoured with a Knighthood by His Majesty the King in recognition of his services to the economy.お知らせ • May 23+ 1 more updateAIA Group Limited Announces Retirement of Sun Jie (Jane) as an Independent Non-Executive Director, Effective May 23, 2025AIA Group Limited announced that Ms. Sun Jie (Jane) retired as an Independent Non-Executive Director of the Company with effect from the conclusion of the AGM held on May 23, 2025. Upon her retirement, she also ceases to be a member of each of the Nomination Committee and the Remuneration Committee of the Board.お知らせ • Apr 14AIA Group Limited to Report Q1, 2025 Results on Apr 30, 2025AIA Group Limited announced that they will report Q1, 2025 results at 6:00 AM, China Standard Time on Apr 30, 2025お知らせ • Mar 15AIA Group Limited (SEHK:1299) announces an Equity Buyback for $1,600 million worth of its shares.AIA Group Limited (SEHK:1299) announces a share repurchase program. Under the program, the company will repurchase up to $1,600 million worth of its shares. The purpose of the program is to align with the company's enhanced capital management policy. The program is expected to complete within 2025.お知らせ • Mar 14+ 1 more updateAIA Group Limited, Annual General Meeting, May 23, 2025AIA Group Limited, Annual General Meeting, May 23, 2025, at 11:00 China Standard Time.お知らせ • Feb 20AIA Group Limited to Report Fiscal Year 2024 Results on Mar 14, 2025AIA Group Limited announced that they will report fiscal year 2024 results at 6:00 AM, China Standard Time on Mar 14, 2025お知らせ • Oct 17AIA Group Limited to Report Q3, 2024 Results on Oct 31, 2024AIA Group Limited announced that they will report Q3, 2024 results at 6:00 AM, China Standard Time on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €7.52, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Insurance industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.61 per share.Declared Dividend • Aug 25First half dividend of HK$0.45 announcedShareholders will receive a dividend of HK$0.45. Ex-date: 6th September 2024 Payment date: 25th September 2024 Dividend yield will be 9.2%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 23First half 2024 earnings released: EPS: US$0.29 (vs US$0.19 in 1H 2023)First half 2024 results: EPS: US$0.29 (up from US$0.19 in 1H 2023). Revenue: US$10.3b (up 14% from 1H 2023). Net income: US$3.31b (up 47% from 1H 2023). Profit margin: 32% (up from 25% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 16% per year.お知らせ • Aug 22AIA Group Limited Announces Interim Dividend for the Six Months Ended 30 June 2024, Payable on 25 September 2024AIA Group Limited announced an interim dividend of HKD 0.445 per share for the six months ended 30 June 2024. Ex-dividend date is 6 September 2024. Record date is 9 September 2024. Payment date is 25 September 2024.お知らせ • Jul 30AIA Group Limited to Report First Half, 2024 Results on Aug 22, 2024AIA Group Limited announced that they will report first half, 2024 results on Aug 22, 2024お知らせ • Jul 08AIA Group Limited Announces Committee Changes, Effective 8 July 2024AIA Group Limited announced the following changes in the composition of the Board committees of the Company with effect from 8 July 2024: Ms. Sun Jie (Jane) ("Ms. Sun"), an independent non-executive director of the Company and a member of each of the audit committee, nomination committee and remuneration committee of the Company, will cease to be a member of the Audit Committee; Ms. Mari Elka Pangestu and Mr. Ong Chong Tee, each an INED and a member of the Nomination Committee, will be appointed as members of the Audit Committee; Mr. John Barrie Harrison ("Mr. Harrison"), an INED and a member of each of the Audit Committee, the Nomination Committee and the risk committee of the Company, will cease to be a member of the Risk Committee; and Ms. Nor Shamsiah Mohd Yunus, an INED and a member of the Nomination Committee, will be appointed as a member of the Risk Committee.The above changes were approved by the Board based on the recommendation of the Nomination Committee subsequent to its review of the composition of and expertise on theBoard Committees.お知らせ • May 25AIA Group Limited Declares Final Dividend for the Year Ended 31 December 2023AIA Group Limited declared a final dividend of 119.07 Hong Kong cents per share for the year ended 31 December 2023.Upcoming Dividend • May 22Upcoming dividend of HK$1.19 per shareEligible shareholders must have bought the stock before 29 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.2%).Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €6.89, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Insurance industry in Germany. Total loss to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.85 per share.お知らせ • Apr 19AIA Group Limited to Report Q1, 2024 Results on Apr 29, 2024AIA Group Limited announced that they will report Q1, 2024 results at 6:00 AM, China Standard Time on Apr 29, 2024Declared Dividend • Mar 18Final dividend of HK$1.19 announcedShareholders will receive a dividend of HK$1.19. Ex-date: 29th May 2024 Payment date: 14th June 2024 Dividend yield will be 17%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 16AIA Group Limited, Annual General Meeting, May 24, 2024AIA Group Limited, Annual General Meeting, May 24, 2024, at 11:00 China Standard Time.Reported Earnings • Mar 14Full year 2023 earnings released: EPS: US$0.003 (vs US$0.024 in FY 2022)Full year 2023 results: EPS: US$0.003. Revenue: US$19.7b (flat on FY 2022). Net income: US$3.76b (up US$3.48b from FY 2022). Profit margin: 19% (up from 1.4% in FY 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Insurance industry in Germany.お知らせ • Feb 24AIA Group Limited to Report Fiscal Year 2023 Results on Mar 14, 2024AIA Group Limited announced that they will report fiscal year 2023 results at 6:00 AM, China Standard Time on Mar 14, 2024New Risk • Jan 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (237% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.7% net profit margin).New Risk • Nov 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (237% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.8% net profit margin).お知らせ • Oct 25AIA Group Limited to Report Q3, 2023 Results on Nov 03, 2023AIA Group Limited announced that they will report Q3, 2023 results at 6:00 AM, China Standard Time on Nov 03, 2023New Risk • Oct 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (237% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (1.8% net profit margin).お知らせ • Sep 21AIA Group Limited Announces Appointment of Nor Shamsiah Binti Mohd Yunus as Independent Non-Executive Director and Member of Nomination Committee Effective September 21, 2023The board of directors of AIA Group Limited announced that Ms. Nor Shamsiah Binti Mohd Yunus has been appointed as an Independent Non-executive Director and a member of the Nomination Committee of the Company with effect from 21 September 2023. Ms. Mohd Yunus, aged 59, currently serves as the Chancellor of INCEIF (International Centre for Education in Islamic Finance) University in Malaysia. Ms. Mohd Yunus has over 34 years of experience with Bank Negara Malaysia (BNM) (the Central Bank of Malaysia). She joined BNM in 1987 and was appointed as Deputy Governor from November 2010 to June 2016 and Governor from July 2018 to June 2023. She was the Chairperson of each of BNM's Board of Directors, Monetary Policy Committee, Financial Stability Committee, Financial Stability Executive Committee, Reserve Management Committee, Risk Management Committee and Digital Technology Committee. During her time at BNM, she served in diverse areas including overseeing work of the financial stability division, encompassing regulation and supervision of banks and insurance companies, as well as financial sector development and enforcement. During her tenure, Ms. Mohd Yunus also represented BNM as an ex-officio Director of Perbadanan Insurans Deposit Malaysia (Malaysian Deposit Insurance Corporation), Chairman of the Board of Directors of the South East Asian Central Banks (SEACEN) Research and Training Centre, and a non- executive member of the Audit Oversight Board of Malaysia. She also served as the Assistant Director of the Monetary and Capital Markets Department of the International Monetary Fund from April 2017 to June 2018. Ms. Mohd Yunus graduated with a Bachelor of Arts in Accountancy from the University of South Australia in 1986. She is a fellow of the CPA Australia and a member of the Malaysian Institute of Accountants. Ms. Mohd Yunus has confirmed that she meets the independence criteria for directors as set out in Rule 3.13 of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules"). Ms. Mohd Yunus's appointment is for a term of approximately three years, subject to the directors' retirement and re-election requirements under the Articles of Association of the Company and the Corporate Governance Code as set out in Appendix 14 to the Listing Rules. She is entitled to receive a Board membership fee and a Nomination Committee membership fee for her services in accordance with the Company's directors' fee structure as disclosed in the annual reports of the Company. The terms of these membership fees are covered by and stipulated in a letter of appointment issued to her by the Company.Upcoming Dividend • Sep 01Upcoming dividend of HK$0.42 per share at 2.2% yieldEligible shareholders must have bought the stock before 08 September 2023. Payment date: 26 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.1%).Reported Earnings • Aug 27First half 2023 earnings released: EPS: US$0.19 (vs US$0.13 in 1H 2022)First half 2023 results: EPS: US$0.19 (up from US$0.13 in 1H 2022). Net income: US$2.25b (up 46% from 1H 2022). Revenue is expected to decline by 4.4% p.a. on average during the next 3 years, while revenues in the Insurance industry in Germany are expected to grow by 2.9%. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Aug 25AIA Group Limited Announces an Interim Dividend for the Six Months Ended 30 June 2023, Payable on 26 September 2023AIA Group Limited announced an interim dividend of HKD 0.4229 per share for the six months ended 30 June 2023. Ex-dividend date is 8 September 2023. Record date is 11 September 2023. Payment date is 26 September 2023.お知らせ • Aug 04AIA Group Limited to Report First Half, 2023 Results on Aug 24, 2023AIA Group Limited announced that they will report first half, 2023 results on Aug 24, 2023Buying Opportunity • Jul 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be €11.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 35% per annum over the same time period.Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Non-Executive Director Jane Sun was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 01AAIA a Group Limited Announces Board ChangesAIA Group Limited announced that each of Ms. Pangestu and Mr. Ong has been appointed as an INED and a member of the Nomination Committee with effect from 1 July 2023. Ms. Pangestu, aged 66, currently serves as a Professor of International Economics at the University of Indonesia, adjunct senior research scholar at the Columbia University and Professor of the University of Prasetiya Mulya. She is also a member of the Advisory Board of Indonesia Bureau of Economic Research, Co-chair of Indonesian National Committee for Pacific Economic Cooperation, member of the Board of Trustees of United in Diversity, Indonesia and the Centre for Strategic and International Studies Foundation, and Distinguished Fellow of Asia Global Institute, University of Hong Kong. In addition, Ms. Pangestu was previously an Independent President Commissioner of PT Mitra Adiperkasa Tbk from 2018 to 2020, the President Commissioner (Independent) of PT Bank BTPN Tbk from 2016 to 2020 and an Independent Commissioner of PT Astra International Tbk from 2015 to 2017, all of which are listed on the Indonesia Stock Exchange. Mr. Ong, aged 61, currently serves as the Chairman of the Accounting and Corporate Regulatory Authority in Singapore. He has 35 years of experience with the Monetary Authority of Singapore (MAS), in the areas of reserve management, monetary policy, investment management, financial development and financial supervision. He last served as the Deputy Managing Director of Financial Supervision from 2013 to 2021, overseeing the banking and insurance, capital markets, and policy, risk and surveillance groups. Mr. Ong also served on the boards of Central Provident Fund Board from 2000 to 2009, Singapore Land Authority from 2005 to 2009, Urban Redevelopment Authority from 2006 to 2012 and Housing & Development Board from 2012 to 2018. The Board also announced the retirement of Ms. Teo as an INED with effect from 1 September 2023 in order to attend to her other commitments. Upon her retirement as an INED, Ms. Teo will also cease to be the Chairman of the Risk Committee and a member of the Nomination Committee. The Board is also announced that Mr. Chow, an INED and a member of the Risk Committee, will be appointed as the Chairman of the Risk Committee in place of Ms. Teo with effect from 1 September 2023.Buying Opportunity • Jun 15Now 20% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be €11.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 34% per annum over the same time period.お知らせ • May 19AIA Group Limited Declares Final Dividend for the Year Ended 31 December 2022AIA Group Limited at its AGM held on 18 May 2023 declared a final dividend of 113.40 cents per share for the year ended 31 December 2022.Upcoming Dividend • May 16Upcoming dividend of HK$1.13 per share at 1.9% yieldEligible shareholders must have bought the stock before 23 May 2023. Payment date: 09 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.5%).Buying Opportunity • May 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be €11.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 33% per annum over the same time period.Buying Opportunity • Mar 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be €12.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 42% per annum over the same time period.Reported Earnings • Mar 11Full year 2022 earnings released: EPS: US$0.02 (vs US$0.62 in FY 2021)Full year 2022 results: EPS: US$0.02 (down from US$0.62 in FY 2021). Revenue: US$19.1b (down 59% from FY 2021). Net income: US$282.0m (down 96% from FY 2021). Profit margin: 1.5% (down from 16% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Buying Opportunity • Nov 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.5%. The fair value is estimated to be €11.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.9% over the last 3 years. Earnings per share has grown by 5.7%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €8.51, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Insurance industry in Germany. Total loss to shareholders of 5.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.44 per share.お知らせ • Sep 30AIA Group Limited (SEHK:1299) agreed to acquire MediCard Philippines, Inc.AIA Group Limited (SEHK:1299) agreed to acquire MediCard Philippines, Inc. on September 28, 2022. MediCard Philippines has reported revenue of $182 million for the year ended December 31, 2021. Nicky Montoya will continue to lead MediCard as the Chief Executive Officer after the transaction. The deal is subject to regulatory approvals and other customary closing conditions.Upcoming Dividend • Sep 02Upcoming dividend of HK$0.40 per shareEligible shareholders must have bought the stock before 09 September 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.4%).Reported Earnings • Aug 26First half 2022 earnings released: US$0.05 loss per share (vs US$0.27 profit in 1H 2021)First half 2022 results: US$0.05 loss per share (down from US$0.27 profit in 1H 2021). Revenue: US$3.08b (down 87% from 1H 2021). Net loss: US$571.0m (down 118% from profit in 1H 2021). Over the next year, revenue is forecast to grow 48%, compared to a 27% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.お知らせ • Aug 26AIA Group Limited Declares Interim Dividend for the Six Months Ended 30 June 2022AIA Group Limited declared Interim Dividend of HKD 0.4028 per share for the six months ended 30 June 2022. Ex-dividend date: 09 September 2022, Record date 13 September 2022 and Payment date 29 September 2022.お知らせ • Aug 25AIA Group Limited Declares Interim DividendAIA Group Limited declared a 6% increase in the interim dividend to 40.28 HK cents per share.お知らせ • May 21AIA Group Limited Appoints Sun Jie as Member of the Audit Committee and the Remuneration Committee, Effective 1 June 2022The board of directors of AIA Group Limited announced that Ms. Sun Jie, an independent non-executive director of the Company, has been appointed as a member of the Audit Committee and the Remuneration Committee of the Company with effect from 1 June 2022.お知らせ • May 20+ 1 more updateAIA Group Limited Declares Final Dividend for the Year Ended December 31, 2022AIA Group Limited proposed to declare final dividend of 108 Hong Kong cents per share for the year ended December 31, 2022 at its AGM held on 19 May 2022.Upcoming Dividend • May 17Upcoming dividend of HK$1.08 per shareEligible shareholders must have bought the stock before 24 May 2022. Payment date: 10 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (4.9%).お知らせ • Apr 26AIA Group Limited Proposes to Declare Final Dividend of 108 Hong Kong Cents Per Share for the Year Ended December 31, 2022AIA Group Limited proposed to declare final dividend of 108 Hong Kong cents per share for the year ended December 31, 2022 at the Annual General Meeting to be held on May 19, 2022.お知らせ • Apr 12AIA Group Limited to Report Q1, 2022 Results on Apr 29, 2022AIA Group Limited announced that they will report Q1, 2022 results at 6:00 AM, China Standard Time on Apr 29, 2022お知らせ • Apr 08AIA Group Limited to Report First Half, 2022 Results on Aug 25, 2022AIA Group Limited announced that they will report first half, 2022 results on Aug 25, 2022Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$0.62 (up from US$0.48 in FY 2020). Revenue: US$47.5b (down 6.5% from FY 2020). Net income: US$7.43b (up 28% from FY 2020). Profit margin: 16% (up from 11% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.0%. Over the next year, revenue is expected to shrink by 19% compared to a 20% growth forecast for the insurance industry in Germany.お知らせ • Mar 06AIA Group Limited (SEHK:1299) entered into the Share Sale Agreement to acquire Blue Cross (Asia-Pacific) Insurance Limited from The Bank of East Asia, Limited (SEHK:23) for HKD 2106 million.AIA Group Limited (SEHK:1299) entered into the Share Sale Agreement to acquire Blue Cross (Asia-Pacific) Insurance Limited from The Bank of East Asia, Limited (SEHK:23) for HKD 2106 million on March 4, 2022. For the period ended December 31, 2021, Blue cross reported Net income of HKD -32 million, and Total common equity of HKD 531 million. The transaction is subject to regulatory approvals and other closing conditions.お知らせ • Feb 22AIA Group Limited to Report Fiscal Year 2021 Results on Mar 11, 2022AIA Group Limited announced that they will report fiscal year 2021 results at 6:00 AM, China Standard Time on Mar 11, 2022Recent Insider Transactions • Oct 13Independent Non-Executive Director recently bought €700k worth of stockOn the 8th of October, Juen-Yee Lau bought around 70k shares on-market at roughly €10.00 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €930k more in shares than they have sold in the last 12 months.Upcoming Dividend • Aug 26Upcoming dividend of HK$0.38 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 21 September 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (4.2%).Recent Insider Transactions • Aug 25Independent Non-Executive Director recently bought €215k worth of stockOn the 18th of August, Juen-Yee Lau bought around 20k shares on-market at roughly €10.74 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €229k more in shares than they have sold in the last 12 months.お知らせ • Jun 30AIA Plans to Acquire 24.99% Stake in China Post Life InsuranceAIA Group Limited (SEHK:1299) has announced plans to acquire a stake in the life insurance arm of the China Post Group for CNY 12 billion (USD 1.86 billion) as it continues to expand its presence in mainland China. Hong Kong’s biggest publicly traded life insurer will buy a 24.99% stake in China Post Life Insurance through its wholly owned subsidiary, AIA Company Limited, subject to regulatory approval, according to a filing to the Hong Kong stock exchange after trading hours on June 29, 2021. “AIA’s investment in China Post Life is highly complementary to our strategy in China and enables the group to capture significant upside from additional distribution channels and customer segments,” said Lee Yuan Siong, group chief executive and president in a statement. The investment in China Post Life would enable AIA to “capture additional areas of growth and benefit from the substantial potential for value creation,” Lee said.お知らせ • May 21AIA Group Limited Approves Final Dividend for the Year Ended 31 December 2019AIA Group Limited declared a final dividend of 100.30 HK cents per share for the year ended 31 December 2020, at its AGM held on 20 May 2021.Upcoming Dividend • May 18Upcoming dividend of HK$1.00 per shareEligible shareholders must have bought the stock before 25 May 2021. Payment date: 10 June 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.2%).Reported Earnings • Mar 14Full year 2020 earnings released: EPS US$0.48 (vs US$0.50 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$50.9b (up 6.1% from FY 2019). Net income: US$5.78b (down 3.3% from FY 2019). Profit margin: 11% (down from 13% in FY 2019). The decrease in margin was driven by higher expenses.お知らせ • Mar 14+ 1 more updateAIA Group Limited Appoints Cesar Velasquez Purisima as Member of the Audit CommitteeThe board of directors of AIA Group Limited announced that Mr. Cesar Velasquez Purisima, independent non-executive director of the Company, has been appointed as a member of the Audit Committee of the Company with effect from 12 March 2021.お知らせ • Mar 13AIA Group Limited, Annual General Meeting, May 20, 2021AIA Group Limited, Annual General Meeting, May 20, 2021, at 11:00 China Standard Time. Location: Grand Ballroom, Lower Level I Kowloon Shangri-La, 64 Mody Road, Tsim Sha Tsui East Kowloon Hong Kongお知らせ • Feb 23AIA Group Limited to Report Fiscal Year 2020 Results on Mar 12, 2021AIA Group Limited announced that they will report fiscal year 2020 results on Mar 12, 2021お知らせ • Feb 06Westpac Reportedly Prepares to Kick Off A Formal Sale Process for Its Life Insurance BusinessWestpac Banking Corporation (ASX:WBC) is working with JPMorgan Chase & Co. (NYSE:JPM) as it prepares to kick off a formal sale process for its life insurance business as soon as this month, according to people with knowledge of the matter. AIA Group Limited (SEHK:1299), Dai-ichi Life Holdings, Inc. (TSE:8750) and Meiji Yasuda Life Insurance Company are among the firms that have been approached to gauge their potential interest in the unit, one of the people said. Deliberations are ongoing and Westpac could decide to keep the business, the people said. Representatives for AIA, Dai-ichi Life, Meiji Yasuda, JPMorgan and Westpac declined to comment. Westpac may seek a premium to the unit’s net asset value of A$1.8 billion ($1.4 billion), though how much it will be able to fetch depends on the buyers’ interest.Is New 90 Day High Low • Jan 20New 90-day high: €11.71The company is up 40% from its price of €8.38 on 22 October 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.13 per share.Is New 90 Day High Low • Dec 29New 90-day high: €10.17The company is up 23% from its price of €8.30 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.76 per share.Is New 90 Day High Low • Nov 09New 90-day high: €9.46The company is up 19% from its price of €7.94 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.86 per share.お知らせ • Oct 17AIA Group Limited to Report Q3, 2020 Results on Nov 09, 2020AIA Group Limited announced that they will report Q3, 2020 results at 6:00 AM, China Standard Time on Nov 09, 2020お知らせ • Aug 04AIA Group Limited to Report First Half, 2020 Results on Aug 20, 2020AIA Group Limited announced that they will report first half, 2020 results on Aug 20, 2020株主還元7A2DE InsuranceDE 市場7D-3.2%4.3%2.0%1Y25.9%-1.6%-0.1%株主還元を見る業界別リターン: 7A2過去 1 年間で-1.6 % の収益を上げたGerman Insurance業界を上回りました。リターン対市場: 7A2過去 1 年間で-0.1 % の収益を上げたGerman市場を上回りました。価格変動Is 7A2's price volatile compared to industry and market?7A2 volatility7A2 Average Weekly Movement5.2%Insurance Industry Average Movement3.8%Market Average Movement6.2%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: 7A2 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7A2の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1919n/aYuan Siong Leewww.aia.comAIAグループ・リミテッドはその子会社とともに、香港で生命保険ベースの金融サービスを提供している。法人顧客向けに生命保険、傷害保険、健康保険、貯蓄プラン、従業員福利厚生、信用生命保険、年金サービスを提供。また、投資やその他の金融サービス商品の販売にも携わっている。中国本土、マカオ、タイ、シンガポール、マレーシア、オーストラリア、カンボジア、インドネシア、ミャンマー、ニュージーランド、フィリピン、韓国、スリランカ、台湾、ブルネイ、ベトナム、インドの代理店やパートナーのネットワークを通じて商品を販売している。AIAグループ・リミテッドは1919年に設立され、香港のセントラルに本社を置いている。もっと見るAIA Group Limited 基礎のまとめAIA Group の収益と売上を時価総額と比較するとどうか。7A2 基礎統計学時価総額€96.09b収益（TTM）€5.36b売上高(TTM)€22.54b17.9xPER（株価収益率4.3xP/Sレシオ7A2 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計7A2 損益計算書（TTM）収益US$26.22b売上原価US$14.71b売上総利益US$11.51bその他の費用US$5.27b収益US$6.23b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.60グロス・マージン43.89%純利益率23.78%有利子負債／自己資本比率46.2%7A2 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.3%現在の配当利回り42%配当性向7A2 配当は確実ですか？7A2 配当履歴とベンチマークを見る7A2 、いつまでに購入すれば配当金を受け取れますか？AIA Group 配当日配当落ち日May 28 2026配当支払日Jun 12 2026配当落ちまでの日数6 days配当支払日までの日数21 days7A2 配当は確実ですか？7A2 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 16:45終値2026/05/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AIA Group Limited 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39 アナリスト機関Mark William KellockBarclaysTianjiao YuBernsteinMichael LiBofA Global Research36 その他のアナリストを表示
Declared Dividend • 22hFinal dividend of HK$1.44 announcedShareholders will receive a dividend of HK$1.44. Ex-date: 28th May 2026 Payment date: 12th June 2026 Dividend yield will be 16%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 16AIA Group Limited to Report Q1, 2026 Results on Apr 30, 2026AIA Group Limited announced that they will report Q1, 2026 results at 6:00 AM, China Standard Time on Apr 30, 2026
お知らせ • Mar 19+ 2 more updatesAIA Group Limited (SEHK:1299) announces an Equity Buyback for $1,743 million worth of its shares.AIA Group Limited (SEHK:1299) announces a share repurchase program. Under the program, the company will repurchase up to $1,743 million worth of its shares, under the Group’s capital management policy. The purpose of the program is overall return to shareholders.
お知らせ • Feb 24AIA Group Limited to Report Fiscal Year 2025 Results on Mar 19, 2026AIA Group Limited announced that they will report fiscal year 2025 results at 6:00 AM, China Standard Time on Mar 19, 2026
お知らせ • Feb 05AIA Group Limited Announces Appointment of Ms. Shulamite N K Khoo and Mr. Ku Man as Independent Non-Executive Directors, Effective February 5, 2026AIA Group Limited announced the appointment of Ms. Shulamite N K Khoo and Mr. Ku Man as Independent Non-executive Directors of the Company with effect from February 5, 2026. Ms. Khoo, aged 64, has served as an Independent Non-executive Director of Shangri-La Asia Limited (listed on the Hong Kong Stock Exchange and the Singapore Stock Exchange) since November 2020 and an Independent Director of CIMB Group Holdings Berhad (listed on the Malaysia Stock Exchange) since May 2020. She was an Independent Non-executive Director of Kerry Logistics Network Limited (listed on the Hong Kong Stock Exchange) from 2017 to 2021. Since October 2022, Ms. Khoo has been an Independent Non-executive Director of AIA Company Limited, a wholly-owned subsidiary of the Company. She also served as Group Chief Human Resources Officer of the Company from 2011 to 2018. Prior to joining the Group, Ms. Khoo was Group Executive Vice President and Global Head of Human Resources of AXA group, based in Paris. Ms. Khoo obtained a Bachelor of Science degree from University of Toronto in 1983 and qualified as a Chartered Fellow of the Chartered Institute of Personnel and Development in 2013. Mr. Ku, aged 52, is the Chairman and Executive Director of WeBank Co. Ltd. since December 2014 and the Chairman of WeBank Technology Services Limited since January 2026. Mr. Ku has previously held various senior positions at Ping An Insurance (Group) Company of China Ltd. and its group entities between 2000 to 2014. He served as an Executive Director of Ping An from July 2012 to July 2014. Amongst other roles, he has also served as the Chairman and Chief Executive Officer of Ping An Channel Development Consultation Service Company of Shenzhen Ltd. from 2008 to 2013, the Chairman of Ping An Processing & Technology (Shenzhen) Co. Ltd. from 2010 to 2014, and a Non-executive Director of Ping An Bank Co. Ltd. from 2010 to 2014. Prior to joining the Ping An group, Mr. Ku worked in McKinsey & Company as a Business Analyst from 1997 to 1999. Mr. Ku obtained a Bachelor of Business Administration degree from The Chinese University of Hong Kong in 1996.
お知らせ • Oct 16AIA Group Limited to Report Q3, 2025 Results on Oct 31, 2025AIA Group Limited announced that they will report Q3, 2025 results at 6:00 AM, China Standard Time on Oct 31, 2025
Declared Dividend • 22hFinal dividend of HK$1.44 announcedShareholders will receive a dividend of HK$1.44. Ex-date: 28th May 2026 Payment date: 12th June 2026 Dividend yield will be 16%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 16AIA Group Limited to Report Q1, 2026 Results on Apr 30, 2026AIA Group Limited announced that they will report Q1, 2026 results at 6:00 AM, China Standard Time on Apr 30, 2026
お知らせ • Mar 19+ 2 more updatesAIA Group Limited (SEHK:1299) announces an Equity Buyback for $1,743 million worth of its shares.AIA Group Limited (SEHK:1299) announces a share repurchase program. Under the program, the company will repurchase up to $1,743 million worth of its shares, under the Group’s capital management policy. The purpose of the program is overall return to shareholders.
お知らせ • Feb 24AIA Group Limited to Report Fiscal Year 2025 Results on Mar 19, 2026AIA Group Limited announced that they will report fiscal year 2025 results at 6:00 AM, China Standard Time on Mar 19, 2026
お知らせ • Feb 05AIA Group Limited Announces Appointment of Ms. Shulamite N K Khoo and Mr. Ku Man as Independent Non-Executive Directors, Effective February 5, 2026AIA Group Limited announced the appointment of Ms. Shulamite N K Khoo and Mr. Ku Man as Independent Non-executive Directors of the Company with effect from February 5, 2026. Ms. Khoo, aged 64, has served as an Independent Non-executive Director of Shangri-La Asia Limited (listed on the Hong Kong Stock Exchange and the Singapore Stock Exchange) since November 2020 and an Independent Director of CIMB Group Holdings Berhad (listed on the Malaysia Stock Exchange) since May 2020. She was an Independent Non-executive Director of Kerry Logistics Network Limited (listed on the Hong Kong Stock Exchange) from 2017 to 2021. Since October 2022, Ms. Khoo has been an Independent Non-executive Director of AIA Company Limited, a wholly-owned subsidiary of the Company. She also served as Group Chief Human Resources Officer of the Company from 2011 to 2018. Prior to joining the Group, Ms. Khoo was Group Executive Vice President and Global Head of Human Resources of AXA group, based in Paris. Ms. Khoo obtained a Bachelor of Science degree from University of Toronto in 1983 and qualified as a Chartered Fellow of the Chartered Institute of Personnel and Development in 2013. Mr. Ku, aged 52, is the Chairman and Executive Director of WeBank Co. Ltd. since December 2014 and the Chairman of WeBank Technology Services Limited since January 2026. Mr. Ku has previously held various senior positions at Ping An Insurance (Group) Company of China Ltd. and its group entities between 2000 to 2014. He served as an Executive Director of Ping An from July 2012 to July 2014. Amongst other roles, he has also served as the Chairman and Chief Executive Officer of Ping An Channel Development Consultation Service Company of Shenzhen Ltd. from 2008 to 2013, the Chairman of Ping An Processing & Technology (Shenzhen) Co. Ltd. from 2010 to 2014, and a Non-executive Director of Ping An Bank Co. Ltd. from 2010 to 2014. Prior to joining the Ping An group, Mr. Ku worked in McKinsey & Company as a Business Analyst from 1997 to 1999. Mr. Ku obtained a Bachelor of Business Administration degree from The Chinese University of Hong Kong in 1996.
お知らせ • Oct 16AIA Group Limited to Report Q3, 2025 Results on Oct 31, 2025AIA Group Limited announced that they will report Q3, 2025 results at 6:00 AM, China Standard Time on Oct 31, 2025
Declared Dividend • Aug 24First half dividend of HK$0.49 announcedShareholders will receive a dividend of HK$0.49. Ex-date: 5th September 2025 Payment date: 23rd September 2025 Dividend yield will be 8.0%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 22First half 2025 earnings released: EPS: US$0.24 (vs US$0.29 in 1H 2024)First half 2025 results: EPS: US$0.24 (down from US$0.29 in 1H 2024). Revenue: US$13.3b (up 29% from 1H 2024). Net income: US$2.53b (down 24% from 1H 2024). Profit margin: 19% (down from 32% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Jul 31AIA Group Limited to Report First Half, 2025 Results on Aug 21, 2025AIA Group Limited announced that they will report first half, 2025 results on Aug 21, 2025
お知らせ • Jun 06AIA Group Limited Announces Board and Committee ChangesAIA Group Limited announced that Mr. Edmund Sze-Wing Tse, Independent Non- executive Chairman and Independent Non-executive Director, has informed the board of directors of the Company (the "Board") of his intention to retire from his positions with the Company effective 30 September 2025. In recognition of his extraordinary contribution, the Board has unanimously chosen to confer upon Mr. Tse the honorary title of Chairman Emeritus for AIA Group. The Board is delighted to announce that Sir Mark Tucker, who previously served as Group Chief Executive Officer and President of AIA between 2010 and 2017, has, subject to regulatory approval, been appointed Independent Non-executive Chairman and an Independent Non- executive Director of the Company effective from 1 October 2025. Sir Mark has also been appointed as the Chairman of the Nomination Committee and a member of the Remuneration Committee, effective 1 October 2025. Sir Mark has more than 40 years in-depth experience in the financial services industry, including in Asia, the United States, the United Kingdom and Africa. He will complete his tenure as the Non-executive Group Chairman of HSBC Holdings plc ("HSBC") on 30 September 2025. Sir Mark Edward Tucker, aged 67, has served as non-executive Group Chairman of HSBC (listed on the London Stock Exchange, the Hong Kong Stock Exchange, the Bermuda Stock Exchange and the New York Stock Exchange) from October 2017. He is also non-executive Group Chairman of the Discovery Group of South Africa. Sir Mark served as an Executive Director and the Group Chief Executive and President of AIA from 2010 to 2017. He also served as the group chief executive of Prudential plc from 2005 to 2009. Sir Mark was a non-executive director of the Court of The Bank of England from 2009 to 2012 and an independent director of The Goldman Sachs Group Inc. from 2012 to 2017. He is a member of the International Business Leaders' Advisory Councils to the Mayor of Beijing and the Mayor of Shanghai. In 2023, he was also appointed to the Chief Executives' Council of Advisers of the HKSAR, the National Financial Regulatory Administration International Advisory Council of China and the Kingdom of Saudi Arabia's Supreme National Investment Committee's Investment Advisory Council. He was the co-chair of the Indian B20 Taskforce on Financial Inclusion for Economics Empowerment. Sir Mark is on The Asia Society's Board of Trustees in New York and is a Director of the Peterson Institute for International Economics. He is an Honorary Professor at the Chinese University of Hong Kong. He also serves on the Asia Business Council and the Advisory Board of the Asia Global Institute. Sir Mark obtained a Bachelor of Arts degree from Leeds University in 1980 and received an Honorary Doctor of Laws from Leeds University in 2022. He qualified as a Chartered Accountant in England and Wales in 1985. In June 2024, Mr. Tucker was honoured with a Knighthood by His Majesty the King in recognition of his services to the economy.
お知らせ • May 23+ 1 more updateAIA Group Limited Announces Retirement of Sun Jie (Jane) as an Independent Non-Executive Director, Effective May 23, 2025AIA Group Limited announced that Ms. Sun Jie (Jane) retired as an Independent Non-Executive Director of the Company with effect from the conclusion of the AGM held on May 23, 2025. Upon her retirement, she also ceases to be a member of each of the Nomination Committee and the Remuneration Committee of the Board.
お知らせ • Apr 14AIA Group Limited to Report Q1, 2025 Results on Apr 30, 2025AIA Group Limited announced that they will report Q1, 2025 results at 6:00 AM, China Standard Time on Apr 30, 2025
お知らせ • Mar 15AIA Group Limited (SEHK:1299) announces an Equity Buyback for $1,600 million worth of its shares.AIA Group Limited (SEHK:1299) announces a share repurchase program. Under the program, the company will repurchase up to $1,600 million worth of its shares. The purpose of the program is to align with the company's enhanced capital management policy. The program is expected to complete within 2025.
お知らせ • Mar 14+ 1 more updateAIA Group Limited, Annual General Meeting, May 23, 2025AIA Group Limited, Annual General Meeting, May 23, 2025, at 11:00 China Standard Time.
お知らせ • Feb 20AIA Group Limited to Report Fiscal Year 2024 Results on Mar 14, 2025AIA Group Limited announced that they will report fiscal year 2024 results at 6:00 AM, China Standard Time on Mar 14, 2025
お知らせ • Oct 17AIA Group Limited to Report Q3, 2024 Results on Oct 31, 2024AIA Group Limited announced that they will report Q3, 2024 results at 6:00 AM, China Standard Time on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €7.52, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Insurance industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.61 per share.
Declared Dividend • Aug 25First half dividend of HK$0.45 announcedShareholders will receive a dividend of HK$0.45. Ex-date: 6th September 2024 Payment date: 25th September 2024 Dividend yield will be 9.2%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 23First half 2024 earnings released: EPS: US$0.29 (vs US$0.19 in 1H 2023)First half 2024 results: EPS: US$0.29 (up from US$0.19 in 1H 2023). Revenue: US$10.3b (up 14% from 1H 2023). Net income: US$3.31b (up 47% from 1H 2023). Profit margin: 32% (up from 25% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 16% per year.
お知らせ • Aug 22AIA Group Limited Announces Interim Dividend for the Six Months Ended 30 June 2024, Payable on 25 September 2024AIA Group Limited announced an interim dividend of HKD 0.445 per share for the six months ended 30 June 2024. Ex-dividend date is 6 September 2024. Record date is 9 September 2024. Payment date is 25 September 2024.
お知らせ • Jul 30AIA Group Limited to Report First Half, 2024 Results on Aug 22, 2024AIA Group Limited announced that they will report first half, 2024 results on Aug 22, 2024
お知らせ • Jul 08AIA Group Limited Announces Committee Changes, Effective 8 July 2024AIA Group Limited announced the following changes in the composition of the Board committees of the Company with effect from 8 July 2024: Ms. Sun Jie (Jane) ("Ms. Sun"), an independent non-executive director of the Company and a member of each of the audit committee, nomination committee and remuneration committee of the Company, will cease to be a member of the Audit Committee; Ms. Mari Elka Pangestu and Mr. Ong Chong Tee, each an INED and a member of the Nomination Committee, will be appointed as members of the Audit Committee; Mr. John Barrie Harrison ("Mr. Harrison"), an INED and a member of each of the Audit Committee, the Nomination Committee and the risk committee of the Company, will cease to be a member of the Risk Committee; and Ms. Nor Shamsiah Mohd Yunus, an INED and a member of the Nomination Committee, will be appointed as a member of the Risk Committee.The above changes were approved by the Board based on the recommendation of the Nomination Committee subsequent to its review of the composition of and expertise on theBoard Committees.
お知らせ • May 25AIA Group Limited Declares Final Dividend for the Year Ended 31 December 2023AIA Group Limited declared a final dividend of 119.07 Hong Kong cents per share for the year ended 31 December 2023.
Upcoming Dividend • May 22Upcoming dividend of HK$1.19 per shareEligible shareholders must have bought the stock before 29 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.2%).
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €6.89, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Insurance industry in Germany. Total loss to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.85 per share.
お知らせ • Apr 19AIA Group Limited to Report Q1, 2024 Results on Apr 29, 2024AIA Group Limited announced that they will report Q1, 2024 results at 6:00 AM, China Standard Time on Apr 29, 2024
Declared Dividend • Mar 18Final dividend of HK$1.19 announcedShareholders will receive a dividend of HK$1.19. Ex-date: 29th May 2024 Payment date: 14th June 2024 Dividend yield will be 17%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 16AIA Group Limited, Annual General Meeting, May 24, 2024AIA Group Limited, Annual General Meeting, May 24, 2024, at 11:00 China Standard Time.
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: US$0.003 (vs US$0.024 in FY 2022)Full year 2023 results: EPS: US$0.003. Revenue: US$19.7b (flat on FY 2022). Net income: US$3.76b (up US$3.48b from FY 2022). Profit margin: 19% (up from 1.4% in FY 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Insurance industry in Germany.
お知らせ • Feb 24AIA Group Limited to Report Fiscal Year 2023 Results on Mar 14, 2024AIA Group Limited announced that they will report fiscal year 2023 results at 6:00 AM, China Standard Time on Mar 14, 2024
New Risk • Jan 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (237% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.7% net profit margin).
New Risk • Nov 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (237% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.8% net profit margin).
お知らせ • Oct 25AIA Group Limited to Report Q3, 2023 Results on Nov 03, 2023AIA Group Limited announced that they will report Q3, 2023 results at 6:00 AM, China Standard Time on Nov 03, 2023
New Risk • Oct 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (237% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (1.8% net profit margin).
お知らせ • Sep 21AIA Group Limited Announces Appointment of Nor Shamsiah Binti Mohd Yunus as Independent Non-Executive Director and Member of Nomination Committee Effective September 21, 2023The board of directors of AIA Group Limited announced that Ms. Nor Shamsiah Binti Mohd Yunus has been appointed as an Independent Non-executive Director and a member of the Nomination Committee of the Company with effect from 21 September 2023. Ms. Mohd Yunus, aged 59, currently serves as the Chancellor of INCEIF (International Centre for Education in Islamic Finance) University in Malaysia. Ms. Mohd Yunus has over 34 years of experience with Bank Negara Malaysia (BNM) (the Central Bank of Malaysia). She joined BNM in 1987 and was appointed as Deputy Governor from November 2010 to June 2016 and Governor from July 2018 to June 2023. She was the Chairperson of each of BNM's Board of Directors, Monetary Policy Committee, Financial Stability Committee, Financial Stability Executive Committee, Reserve Management Committee, Risk Management Committee and Digital Technology Committee. During her time at BNM, she served in diverse areas including overseeing work of the financial stability division, encompassing regulation and supervision of banks and insurance companies, as well as financial sector development and enforcement. During her tenure, Ms. Mohd Yunus also represented BNM as an ex-officio Director of Perbadanan Insurans Deposit Malaysia (Malaysian Deposit Insurance Corporation), Chairman of the Board of Directors of the South East Asian Central Banks (SEACEN) Research and Training Centre, and a non- executive member of the Audit Oversight Board of Malaysia. She also served as the Assistant Director of the Monetary and Capital Markets Department of the International Monetary Fund from April 2017 to June 2018. Ms. Mohd Yunus graduated with a Bachelor of Arts in Accountancy from the University of South Australia in 1986. She is a fellow of the CPA Australia and a member of the Malaysian Institute of Accountants. Ms. Mohd Yunus has confirmed that she meets the independence criteria for directors as set out in Rule 3.13 of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules"). Ms. Mohd Yunus's appointment is for a term of approximately three years, subject to the directors' retirement and re-election requirements under the Articles of Association of the Company and the Corporate Governance Code as set out in Appendix 14 to the Listing Rules. She is entitled to receive a Board membership fee and a Nomination Committee membership fee for her services in accordance with the Company's directors' fee structure as disclosed in the annual reports of the Company. The terms of these membership fees are covered by and stipulated in a letter of appointment issued to her by the Company.
Upcoming Dividend • Sep 01Upcoming dividend of HK$0.42 per share at 2.2% yieldEligible shareholders must have bought the stock before 08 September 2023. Payment date: 26 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.1%).
Reported Earnings • Aug 27First half 2023 earnings released: EPS: US$0.19 (vs US$0.13 in 1H 2022)First half 2023 results: EPS: US$0.19 (up from US$0.13 in 1H 2022). Net income: US$2.25b (up 46% from 1H 2022). Revenue is expected to decline by 4.4% p.a. on average during the next 3 years, while revenues in the Insurance industry in Germany are expected to grow by 2.9%. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 25AIA Group Limited Announces an Interim Dividend for the Six Months Ended 30 June 2023, Payable on 26 September 2023AIA Group Limited announced an interim dividend of HKD 0.4229 per share for the six months ended 30 June 2023. Ex-dividend date is 8 September 2023. Record date is 11 September 2023. Payment date is 26 September 2023.
お知らせ • Aug 04AIA Group Limited to Report First Half, 2023 Results on Aug 24, 2023AIA Group Limited announced that they will report first half, 2023 results on Aug 24, 2023
Buying Opportunity • Jul 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be €11.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 35% per annum over the same time period.
Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Non-Executive Director Jane Sun was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 01AAIA a Group Limited Announces Board ChangesAIA Group Limited announced that each of Ms. Pangestu and Mr. Ong has been appointed as an INED and a member of the Nomination Committee with effect from 1 July 2023. Ms. Pangestu, aged 66, currently serves as a Professor of International Economics at the University of Indonesia, adjunct senior research scholar at the Columbia University and Professor of the University of Prasetiya Mulya. She is also a member of the Advisory Board of Indonesia Bureau of Economic Research, Co-chair of Indonesian National Committee for Pacific Economic Cooperation, member of the Board of Trustees of United in Diversity, Indonesia and the Centre for Strategic and International Studies Foundation, and Distinguished Fellow of Asia Global Institute, University of Hong Kong. In addition, Ms. Pangestu was previously an Independent President Commissioner of PT Mitra Adiperkasa Tbk from 2018 to 2020, the President Commissioner (Independent) of PT Bank BTPN Tbk from 2016 to 2020 and an Independent Commissioner of PT Astra International Tbk from 2015 to 2017, all of which are listed on the Indonesia Stock Exchange. Mr. Ong, aged 61, currently serves as the Chairman of the Accounting and Corporate Regulatory Authority in Singapore. He has 35 years of experience with the Monetary Authority of Singapore (MAS), in the areas of reserve management, monetary policy, investment management, financial development and financial supervision. He last served as the Deputy Managing Director of Financial Supervision from 2013 to 2021, overseeing the banking and insurance, capital markets, and policy, risk and surveillance groups. Mr. Ong also served on the boards of Central Provident Fund Board from 2000 to 2009, Singapore Land Authority from 2005 to 2009, Urban Redevelopment Authority from 2006 to 2012 and Housing & Development Board from 2012 to 2018. The Board also announced the retirement of Ms. Teo as an INED with effect from 1 September 2023 in order to attend to her other commitments. Upon her retirement as an INED, Ms. Teo will also cease to be the Chairman of the Risk Committee and a member of the Nomination Committee. The Board is also announced that Mr. Chow, an INED and a member of the Risk Committee, will be appointed as the Chairman of the Risk Committee in place of Ms. Teo with effect from 1 September 2023.
Buying Opportunity • Jun 15Now 20% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be €11.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 34% per annum over the same time period.
お知らせ • May 19AIA Group Limited Declares Final Dividend for the Year Ended 31 December 2022AIA Group Limited at its AGM held on 18 May 2023 declared a final dividend of 113.40 cents per share for the year ended 31 December 2022.
Upcoming Dividend • May 16Upcoming dividend of HK$1.13 per share at 1.9% yieldEligible shareholders must have bought the stock before 23 May 2023. Payment date: 09 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.5%).
Buying Opportunity • May 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be €11.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 33% per annum over the same time period.
Buying Opportunity • Mar 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be €12.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 42% per annum over the same time period.
Reported Earnings • Mar 11Full year 2022 earnings released: EPS: US$0.02 (vs US$0.62 in FY 2021)Full year 2022 results: EPS: US$0.02 (down from US$0.62 in FY 2021). Revenue: US$19.1b (down 59% from FY 2021). Net income: US$282.0m (down 96% from FY 2021). Profit margin: 1.5% (down from 16% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Buying Opportunity • Nov 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.5%. The fair value is estimated to be €11.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.9% over the last 3 years. Earnings per share has grown by 5.7%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €8.51, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Insurance industry in Germany. Total loss to shareholders of 5.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.44 per share.
お知らせ • Sep 30AIA Group Limited (SEHK:1299) agreed to acquire MediCard Philippines, Inc.AIA Group Limited (SEHK:1299) agreed to acquire MediCard Philippines, Inc. on September 28, 2022. MediCard Philippines has reported revenue of $182 million for the year ended December 31, 2021. Nicky Montoya will continue to lead MediCard as the Chief Executive Officer after the transaction. The deal is subject to regulatory approvals and other customary closing conditions.
Upcoming Dividend • Sep 02Upcoming dividend of HK$0.40 per shareEligible shareholders must have bought the stock before 09 September 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.4%).
Reported Earnings • Aug 26First half 2022 earnings released: US$0.05 loss per share (vs US$0.27 profit in 1H 2021)First half 2022 results: US$0.05 loss per share (down from US$0.27 profit in 1H 2021). Revenue: US$3.08b (down 87% from 1H 2021). Net loss: US$571.0m (down 118% from profit in 1H 2021). Over the next year, revenue is forecast to grow 48%, compared to a 27% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Aug 26AIA Group Limited Declares Interim Dividend for the Six Months Ended 30 June 2022AIA Group Limited declared Interim Dividend of HKD 0.4028 per share for the six months ended 30 June 2022. Ex-dividend date: 09 September 2022, Record date 13 September 2022 and Payment date 29 September 2022.
お知らせ • Aug 25AIA Group Limited Declares Interim DividendAIA Group Limited declared a 6% increase in the interim dividend to 40.28 HK cents per share.
お知らせ • May 21AIA Group Limited Appoints Sun Jie as Member of the Audit Committee and the Remuneration Committee, Effective 1 June 2022The board of directors of AIA Group Limited announced that Ms. Sun Jie, an independent non-executive director of the Company, has been appointed as a member of the Audit Committee and the Remuneration Committee of the Company with effect from 1 June 2022.
お知らせ • May 20+ 1 more updateAIA Group Limited Declares Final Dividend for the Year Ended December 31, 2022AIA Group Limited proposed to declare final dividend of 108 Hong Kong cents per share for the year ended December 31, 2022 at its AGM held on 19 May 2022.
Upcoming Dividend • May 17Upcoming dividend of HK$1.08 per shareEligible shareholders must have bought the stock before 24 May 2022. Payment date: 10 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (4.9%).
お知らせ • Apr 26AIA Group Limited Proposes to Declare Final Dividend of 108 Hong Kong Cents Per Share for the Year Ended December 31, 2022AIA Group Limited proposed to declare final dividend of 108 Hong Kong cents per share for the year ended December 31, 2022 at the Annual General Meeting to be held on May 19, 2022.
お知らせ • Apr 12AIA Group Limited to Report Q1, 2022 Results on Apr 29, 2022AIA Group Limited announced that they will report Q1, 2022 results at 6:00 AM, China Standard Time on Apr 29, 2022
お知らせ • Apr 08AIA Group Limited to Report First Half, 2022 Results on Aug 25, 2022AIA Group Limited announced that they will report first half, 2022 results on Aug 25, 2022
Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$0.62 (up from US$0.48 in FY 2020). Revenue: US$47.5b (down 6.5% from FY 2020). Net income: US$7.43b (up 28% from FY 2020). Profit margin: 16% (up from 11% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.0%. Over the next year, revenue is expected to shrink by 19% compared to a 20% growth forecast for the insurance industry in Germany.
お知らせ • Mar 06AIA Group Limited (SEHK:1299) entered into the Share Sale Agreement to acquire Blue Cross (Asia-Pacific) Insurance Limited from The Bank of East Asia, Limited (SEHK:23) for HKD 2106 million.AIA Group Limited (SEHK:1299) entered into the Share Sale Agreement to acquire Blue Cross (Asia-Pacific) Insurance Limited from The Bank of East Asia, Limited (SEHK:23) for HKD 2106 million on March 4, 2022. For the period ended December 31, 2021, Blue cross reported Net income of HKD -32 million, and Total common equity of HKD 531 million. The transaction is subject to regulatory approvals and other closing conditions.
お知らせ • Feb 22AIA Group Limited to Report Fiscal Year 2021 Results on Mar 11, 2022AIA Group Limited announced that they will report fiscal year 2021 results at 6:00 AM, China Standard Time on Mar 11, 2022
Recent Insider Transactions • Oct 13Independent Non-Executive Director recently bought €700k worth of stockOn the 8th of October, Juen-Yee Lau bought around 70k shares on-market at roughly €10.00 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €930k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Aug 26Upcoming dividend of HK$0.38 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 21 September 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (4.2%).
Recent Insider Transactions • Aug 25Independent Non-Executive Director recently bought €215k worth of stockOn the 18th of August, Juen-Yee Lau bought around 20k shares on-market at roughly €10.74 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €229k more in shares than they have sold in the last 12 months.
お知らせ • Jun 30AIA Plans to Acquire 24.99% Stake in China Post Life InsuranceAIA Group Limited (SEHK:1299) has announced plans to acquire a stake in the life insurance arm of the China Post Group for CNY 12 billion (USD 1.86 billion) as it continues to expand its presence in mainland China. Hong Kong’s biggest publicly traded life insurer will buy a 24.99% stake in China Post Life Insurance through its wholly owned subsidiary, AIA Company Limited, subject to regulatory approval, according to a filing to the Hong Kong stock exchange after trading hours on June 29, 2021. “AIA’s investment in China Post Life is highly complementary to our strategy in China and enables the group to capture significant upside from additional distribution channels and customer segments,” said Lee Yuan Siong, group chief executive and president in a statement. The investment in China Post Life would enable AIA to “capture additional areas of growth and benefit from the substantial potential for value creation,” Lee said.
お知らせ • May 21AIA Group Limited Approves Final Dividend for the Year Ended 31 December 2019AIA Group Limited declared a final dividend of 100.30 HK cents per share for the year ended 31 December 2020, at its AGM held on 20 May 2021.
Upcoming Dividend • May 18Upcoming dividend of HK$1.00 per shareEligible shareholders must have bought the stock before 25 May 2021. Payment date: 10 June 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.2%).
Reported Earnings • Mar 14Full year 2020 earnings released: EPS US$0.48 (vs US$0.50 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$50.9b (up 6.1% from FY 2019). Net income: US$5.78b (down 3.3% from FY 2019). Profit margin: 11% (down from 13% in FY 2019). The decrease in margin was driven by higher expenses.
お知らせ • Mar 14+ 1 more updateAIA Group Limited Appoints Cesar Velasquez Purisima as Member of the Audit CommitteeThe board of directors of AIA Group Limited announced that Mr. Cesar Velasquez Purisima, independent non-executive director of the Company, has been appointed as a member of the Audit Committee of the Company with effect from 12 March 2021.
お知らせ • Mar 13AIA Group Limited, Annual General Meeting, May 20, 2021AIA Group Limited, Annual General Meeting, May 20, 2021, at 11:00 China Standard Time. Location: Grand Ballroom, Lower Level I Kowloon Shangri-La, 64 Mody Road, Tsim Sha Tsui East Kowloon Hong Kong
お知らせ • Feb 23AIA Group Limited to Report Fiscal Year 2020 Results on Mar 12, 2021AIA Group Limited announced that they will report fiscal year 2020 results on Mar 12, 2021
お知らせ • Feb 06Westpac Reportedly Prepares to Kick Off A Formal Sale Process for Its Life Insurance BusinessWestpac Banking Corporation (ASX:WBC) is working with JPMorgan Chase & Co. (NYSE:JPM) as it prepares to kick off a formal sale process for its life insurance business as soon as this month, according to people with knowledge of the matter. AIA Group Limited (SEHK:1299), Dai-ichi Life Holdings, Inc. (TSE:8750) and Meiji Yasuda Life Insurance Company are among the firms that have been approached to gauge their potential interest in the unit, one of the people said. Deliberations are ongoing and Westpac could decide to keep the business, the people said. Representatives for AIA, Dai-ichi Life, Meiji Yasuda, JPMorgan and Westpac declined to comment. Westpac may seek a premium to the unit’s net asset value of A$1.8 billion ($1.4 billion), though how much it will be able to fetch depends on the buyers’ interest.
Is New 90 Day High Low • Jan 20New 90-day high: €11.71The company is up 40% from its price of €8.38 on 22 October 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.13 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €10.17The company is up 23% from its price of €8.30 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.76 per share.
Is New 90 Day High Low • Nov 09New 90-day high: €9.46The company is up 19% from its price of €7.94 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.86 per share.
お知らせ • Oct 17AIA Group Limited to Report Q3, 2020 Results on Nov 09, 2020AIA Group Limited announced that they will report Q3, 2020 results at 6:00 AM, China Standard Time on Nov 09, 2020
お知らせ • Aug 04AIA Group Limited to Report First Half, 2020 Results on Aug 20, 2020AIA Group Limited announced that they will report first half, 2020 results on Aug 20, 2020
