2328 Share Price Performance
HK$14.51
-0.59 (-3.91%)
31.3% undervalued intrinsic discount
HK$21.12
Fair Value
Price HK$14.51
AnalystConsensusTarget HK$21.12
AnalystHighTarget HK$24.46
AnalystLowTarget HK$17.25
Fair ValueHK$21.12
Share Pricen/a
PICC Property and Casualty Company Limited Stock Price
- 3 Narratives written by author
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- 7 Fair Values set on narratives written by author
2328 Community Narratives
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Fair Value HK$21.12 31.3% undervalued intrinsic discount
2328: Revenue And Dividend Developments Will Support Balanced Returns Outlook
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Fair Value HK$24.46 40.7% undervalued intrinsic discount
China's Rising Middle Class And AI Will Boost Insurance Opportunities
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Fair Value HK$17.25 15.9% undervalued intrinsic discount
Insurance Margins Will Decline As EV Risks And Disasters Mount
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2328: Revenue And Dividend Developments Will Support Balanced Returns Outlook
Key Takeaways Emphasis on strategy and innovation is set to drive revenue, expand product offerings, and strengthen competitive positioning. International expansion and tech integration aim to enhance efficiency, profitability, and long-term growth.Read more
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HK$21.12
31.3% undervalued intrinsic discount
Fair Value
Revenue
2.89% p.a.
Profit Margin
8.17%
Future PE
10.71x
Price in 2029
HK$25.91
China's Rising Middle Class And AI Will Boost Insurance Opportunities
Key Takeaways Rapid digital transformation, proprietary AI, and cost-reduction efforts are strengthening profitability and margins, positioning the company for sustained, industry-leading earnings growth. Early leadership in new insurance segments and capitalizing on market changes enable premium growth, enhanced pricing power, and protection against competition as the sector evolves.Read more
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HK$24.46
40.7% undervalued intrinsic discount
Fair Value
Revenue
5.6% p.a.
Profit Margin
9.8%
Future PE
9.62x
Price in 2029
HK$29.99
Insurance Margins Will Decline As EV Risks And Disasters Mount
Key Takeaways Slowing economic growth, EV adoption, and climate risks threaten premium growth, profitability, and margins in PICC's core insurance segments. Bureaucratic inertia and limited innovation put PICC at risk of losing market share and declining returns as competition and regulation intensify.Read more
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HK$17.25
15.9% undervalued intrinsic discount
Fair Value
Revenue
2.43% p.a.
Profit Margin
6.92%
Future PE
10.52x
Price in 2029
HK$21.16
Trending Discussion
Recently Updated Narratives
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2328: Reinsurance Frameworks And Strong Controls Will Support Future Dividend Upside
Fair Value: HK$21.12 31.3% undervalued intrinsic discount
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2328: Reinsurance Frameworks And Dividend Policy Will Support Higher Margins And Returns
Fair Value: HK$24.46 40.7% undervalued intrinsic discount
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2328: Fair Outlook Will Depend On Reinsurance Frameworks And Profitability Assumptions
Fair Value: HK$17.25 15.9% undervalued intrinsic discount
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Snowflake Analysis
PICC Property and Casualty Company Limited Key Details
About 2328
- Founded
- 2003
- Employees
- 165656
- CEO
- WebsiteView website
PICC Property and Casualty Company Limited, together with its subsidiaries, engages in property and casualty insurance business in People’s Republic of China. It operates through six segments: motor vehicle, accidental injury and health, agriculture, Liability, Commercial Property, and Other. The company offers motor vehicle, commercial property, cargo, liability, accidental injury, short-term health, agriculture, credit, surety, household property, marine hull, and other insurance products. It also provides reinsurance, investment and funds application, insurance agency services, training services, IT services, and property management services, etc. The company was founded in 2003 and is based in Beijing, China. PICC Property and Casualty Company Limited operates as a subsidiary of The People’s Insurance Company (Group) of China Limited.
