Narrative Update • Jun 06

Over the last 7 days, the Property and Casualty Insurance industry has dropped 1.9%, driven by pullbacks from every company within the industry. Overall the industry is down 4.0% in 12 months. As for the next few years, earnings are expected to grow by 5.7% per annum.
Has the Hong Kong Property and Casualty Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | HK$683.2b | HK$1.3t | HK$95.8b | 7.4x | 7.1x | 0.5x |
| Wed, 13 May 2026 | HK$696.2b | HK$1.3t | HK$95.3b | 7.3x | 7.3x | 0.5x |
| Fri, 10 Apr 2026 | HK$678.2b | HK$1.3t | HK$99.3b | 7.1x | 6.8x | 0.5x |
| Sun, 08 Mar 2026 | HK$754.5b | HK$1.3t | HK$103.0b | 8.1x | 7.3x | 0.6x |
| Tue, 03 Feb 2026 | HK$772.1b | HK$1.3t | HK$102.2b | 8.2x | 7.6x | 0.6x |
| Thu, 01 Jan 2026 | HK$778.4b | HK$1.3t | HK$101.1b | 8.6x | 7.7x | 0.6x |
| Sat, 29 Nov 2025 | HK$794.1b | HK$1.3t | HK$100.0b | 9.4x | 7.9x | 0.6x |
| Mon, 27 Oct 2025 | HK$835.1b | HK$1.2t | HK$91.9b | 10.3x | 9.1x | 0.7x |
| Wed, 24 Sep 2025 | HK$743.7b | HK$1.2t | HK$92.1b | 9.2x | 8.1x | 0.6x |
| Fri, 22 Aug 2025 | HK$803.6b | HK$1.2t | HK$85.2b | 11.6x | 9.4x | 0.7x |
| Sun, 20 Jul 2025 | HK$720.5b | HK$1.2t | HK$85.6b | 9.8x | 8.4x | 0.6x |
| Tue, 17 Jun 2025 | HK$722.9b | HK$1.2t | HK$85.6b | 9.5x | 8.4x | 0.6x |
| Thu, 15 May 2025 | HK$704.3b | HK$1.2t | HK$84.8b | 9.8x | 8.3x | 0.6x |
| Sat, 12 Apr 2025 | HK$583.5b | HK$1.1t | HK$79.8b | 8.8x | 7.3x | 0.5x |
| Mon, 10 Mar 2025 | HK$583.8b | HK$1.1t | HK$65.5b | 8.2x | 8.9x | 0.5x |
| Wed, 05 Feb 2025 | HK$599.7b | HK$1.1t | HK$65.5b | 8.1x | 9.2x | 0.5x |
| Fri, 03 Jan 2025 | HK$567.5b | HK$1.1t | HK$64.9b | 7.4x | 8.7x | 0.5x |
| Sun, 01 Dec 2024 | HK$571.6b | HK$1.1t | HK$65.5b | 7.3x | 8.7x | 0.5x |
| Tue, 29 Oct 2024 | HK$591.5b | HK$1.1t | HK$52.2b | 8.7x | 11.3x | 0.5x |
| Thu, 26 Sep 2024 | HK$535.0b | HK$1.1t | HK$53.1b | 7.7x | 10.1x | 0.5x |
| Sat, 24 Aug 2024 | HK$472.7b | HK$1.1t | HK$48.3b | 8.3x | 9.8x | 0.4x |
| Mon, 22 Jul 2024 | HK$443.1b | HK$1.1t | HK$47.5b | 8x | 9.3x | 0.4x |
| Wed, 19 Jun 2024 | HK$443.9b | HK$1.1t | HK$47.5b | 8.4x | 9.3x | 0.4x |
| Fri, 17 May 2024 | HK$464.1b | HK$1.1t | HK$47.8b | 8.6x | 9.7x | 0.4x |
| Sun, 14 Apr 2024 | HK$438.7b | HK$1.1t | HK$51.3b | 8.3x | 8.5x | 0.4x |
| Tue, 12 Mar 2024 | HK$478.5b | HK$1.2t | HK$53.1b | 5.2x | 9x | 0.4x |
| Thu, 08 Feb 2024 | HK$438.5b | HK$1.2t | HK$53.6b | 5x | 8.2x | 0.4x |
| Sat, 06 Jan 2024 | HK$429.6b | HK$1.2t | HK$53.4b | 5.4x | 8x | 0.4x |
| Mon, 04 Dec 2023 | HK$425.6b | HK$1.2t | HK$53.4b | 5.5x | 8x | 0.4x |
| Wed, 01 Nov 2023 | HK$425.8b | HK$1.2t | HK$58.0b | 5.5x | 7.3x | 0.4x |
| Fri, 29 Sep 2023 | HK$467.9b | HK$1.2t | HK$58.1b | 4.9x | 8.1x | 0.4x |
| Sun, 27 Aug 2023 | HK$438.9b | HK$1.1t | HK$55.5b | 4.4x | 7.9x | 0.4x |
| Tue, 25 Jul 2023 | HK$438.2b | HK$1.1t | HK$56.1b | 4.6x | 7.8x | 0.4x |
| Thu, 22 Jun 2023 | HK$463.1b | HK$1.2t | HK$56.2b | 5x | 8.2x | 0.4x |
8.2x
How does Hong Kong Property and Casualty Insurance compare with similar industries?
| HK Market | 0.19% | |
| Financials | 3.81% | |
| Insurance | 5.52% | |
| Property and Casualty Insurance | 8.00% | |
| Life and Health Insurance | 4.80% | |
| Reinsurance | 3.25% | |
| General Insurance | 3.22% | |
| Insurance Brokers | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2328 PICC Property and Casualty | HK$15.55 | 9.0% +HK$28.5b | 3.0% | PE7.4x | |
| 1339 People's Insurance Company (Group) of China | HK$5.44 | 7.1% +HK$15.9b | -4.4% | PE4.9x |