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招银国际-Property: NBS 1Q24: weakness was well expected, expecting more financing-side policies-240417
2024-04-17
作者:Miao Zhang,Nika Ma
评级:
页数:6 页
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招银国际-Property: Weekly highlight: WoW sales recovery interrupted by public holiday; further observati
2024-04-10
作者:Miao Zhang,Nika Ma
评级:
页数:1 页
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招银国际-中国人寿-02628.HK-4Q net loss markedly narrowed; VNB grew in low-teens despite revised EV assumptio
2024-04-08
作者:Nika Ma,Miao Zhang
评级:
页数:9 页
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招银国际-Property: Weekly highlight: Strong WoW recovery at Mar end,policy relaxation continued-240403
2024-04-03
作者:Miao Zhang,Nika Ma
评级:
页数:6 页
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招银国际-中国财险-02328.HK-Non-auto CoR better than expected; sustain 40%+ payout in next two years-240402
2024-04-02
作者:Nika Ma,Miao Zhang
评级:
页数:6 页
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招银国际-众安在线-06060.HK-Digital lifestyle leading growth; ZA Bank and technology export breakeven on trac
2024-03-29
作者:Nika Ma,Miao Zhang
评级:
页数:6 页
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招银国际-新希望服务-03658.HK-12% dividend yield with cash balance > mkt cap; Maintain BUY-240328
2024-03-28
作者:Miao Zhang,Nika Ma
评级:
页数:6 页
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招银国际-中国平安-02318.HK-Resilient DPS despite OPAT decline; EV assumptions change cut VNB more than expec
2024-03-28
作者:Nika Ma,Miao Zhang
评级:
页数:8 页
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招银国际-Weekly highlight: Tier-1 cities showed WoW recovery, YoY decline remains deep-240326
2024-03-26
作者:Miao Zhang,Nika Ma
评级:
页数:6 页
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招银国际-绿城管理控股-09979.HK-FY23 results in-line: >30% NP and 100% pay-out-240325
2024-03-25
作者:Miao Zhang,Nika Ma
评级:
页数:8 页
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招银国际-保诚-02378.HK-NBP beat driven by better 2H margin; expect FY24 DPS to continue growing by 7%-9%-2
2024-03-22
作者:Nika Ma,Miao Zhang
评级:
页数:5 页
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招银国际-友邦保险-01299.HK-FY23 VNB +33% in line; strong MCV momentum sustained to 1-2M24-240318
2024-03-18
作者:Nika Ma,Miao Zhang
评级:
页数:8 页
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招银国际-Property:Sales show recovery sign, banks may help semi-SOE-240313
2024-03-13
作者:Miao Zhang,Nika Ma
评级:
页数:6 页
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招银国际-China Property Sector: Policy package to boost post-CNY sales but only ST effect on sector perf
2024-01-29
作者:Miao Zhang,Nika Ma
评级:
页数:4 页
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招银国际-NBS Dec data in line, still in bottoming process-240118
2024-01-19
作者:Miao Zhang,Nika Ma
评级:
页数:4 页
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招银国际-China Property Sector: NBS Nov data in line, expect new policy in BJ/SH to boost secondary mark
2023-12-18
作者:Miao Zhang,Nika Ma
评级:
页数:4 页
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招银国际-NBS Oct data in line, Nov-Dec may continue to be weak on low buying sentiment-231116
2023-11-16
作者:Miao Zhang,Nika Ma
评级:
页数:4 页
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招银国际-9M23 Monthly: Life reversed negative monthly Y/Y, PC uptrend continued; assets to benefit from
2023-10-31
作者:Nika Ma,Miao Zhang
评级:
页数:6 页
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招银国际-中国人寿-02628.HK-3Q NP dragged by investment setbacks; first-in-sector steady agent scale props up
2023-10-31
作者:Nika Ma,Miao Zhang
评级:
页数:7 页
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招银国际-NBS Sep data: gloomy as expected, no strong rebound, only mild recovery in 4Q in our view-23101
2023-10-19
作者:Miao Zhang,Nika Ma
评级:
页数:4 页
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招银国际-9M23 CN Insurers Monthly: Life growth narrowed in line; P&C growth diverged in auto & n
2023-10-19
作者:Nika Ma,Miao Zhang
评级:
页数:9 页
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招银国际-China Property Sector: NBS Aug data in-line, expect better recovery in SepOct but sustainabilit
2023-09-18
作者:Miao Zhang,Nika Ma
评级:
页数:4 页
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招银国际-China Insurance:Optimized solvency measurement opens room for insurance funds participation in
2023-09-13
作者:Nika Ma,Miao Zhang
评级:
页数:6 页
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招银国际-China Property Sector: Will the newly-released demand hold on?-230905
2023-09-05
作者:Miao Zhang,Nika Ma
评级:
页数:3 页
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招银国际-中国平安-02318.HK-1H23 NBV beat consensus; interim dividend up 1.1% YoY reinforcing a long-run grow
2023-09-04
作者:Nika Ma,Miao Zhang
评级:
页数:9 页