China Pacific Insurance announced a stake in Cosco Ship Engy listed in Hong Kong. In November alone, there have been 7 instances of insurance capital acquiring stakes, possibly preparing for asset allocation in the coming year.

① china pacific insurance announced a stake in cosco ship engy listed in hong kong, with the company, related parties, and concerted actions jointly holding 5.04%; ② china pacific insurance indicated that it does not rule out the possibility of further investment in the future; ③ insurance capital has warmed up toward the end of the year, with a total of 7 stakes since November, and the industry believes that insurance companies are beginning to prepare for asset allocation for the next year.

cls.cnDec 5, 2024 15:48

China Pacific Insurance released its third-quarter report: net income attributable to shareholders surged by 65.5%, will reconsider the strategic focus on life insurance reform, and increase the allocation of high dividend stocks.

①In the first three quarters, China Pacific Insurance achieved a net income attributable to the parent company of 38.31 billion yuan, a year-on-year increase of 65.5%; ②In the first three quarters, Pacific Life Insurance achieved a new business value of 14.238 billion yuan, a year-on-year increase of 37.9%; ③In the first three quarters, China Pacific Insurance's net investment yield was 2.9%, a year-on-year decrease of 0.1 percentage point.

cls.cnOct 30, 2024 22:06

Brokerage performance in the third quarter is impressive, with 17 companies showing year-on-year positive growth, looking forward to further boost in the fourth quarter.

The arithmetic average of the quarter-on-quarter increase in net profit attributable to the mother of 18 listed brokerages or listed entities in the third quarter was 85%; asset management and proprietary trading are the "mainstays", with average net income growth of 9.32% and 33.84% respectively year-on-year. On October 30th, according to Caixin, the veil of performance of the top three quarters of brokerage firms is being lifted. On October 29th, 9 brokerage firms disclosed their third quarter reports. There are already 18 listed brokerage firms or listed entities that have disclosed their third quarter reports. The arithmetic average of the year-on-year growth rate of net profit attributable to the mother in the first three quarters of the 18 brokerages is 46.17%, with 11 showing positive growth and 7 showing negative growth. The brokerage performance mainly reversed in the third quarter.

cls.cnOct 30, 2024 08:52

Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.

With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.

Securities TimesOct 29, 2024 10:07

Listed insurance companies' improved profitability boosts stock prices! Multiple foreign institutions frequently adjust their positions, is a second wave of offensive brewing behind the scenes?

①Recently, foreign institutions such as Fidelity Investments and JPMorgan have frequently adjusted their holdings of mainland insurance companies; ②Due to the huge increase in the short term, it is a normal operation for foreign institutions to choose to realize partial profits; ③Multiple foreign institutions recommend overweighting insurance, but caution is needed regarding the possible pullback of brokerages after a short-term overheating.

cls.cnOct 23, 2024 11:15

Insurance bids farewell to historical lows.

The stock price trend of the insurance sector has benefited from multiple factors. First, because A-share investors have favored assets with high dividends and high dividends this year; second, after the new policy on 9.24 ignited market sentiment, the sector's beta effect was obvious; third, the stock prices invested by insurance companies are expected to rise in the stock market, thereby enhancing the intrinsic value of insurance companies.

Juchao WAVEOct 14, 2024 14:39