HSI1 25,893.54 +141.14 246.32B
HSCEI1 8,655.04 +43.21 75.28B
Back    Zoom +    Zoom - Block Traded
M Stanley Axes PING AN (02318.HK) TP to HKD89, Maintains Overweight Rating as Top Pick
2026-04-08 10:24:43
After PING AN (02318.HK) announced its 2025 results, Morgan Stanley updated its risk-reward assessment and made slight adjustments to most key indicators.

Morgan Stanley trimmed its forecasts for VNB for FY26E and FY27E by no more than 0.5%, mainly factoring in the bancassurance channel; meanwhile, it lowered its forecasts for OPAT for FY26E and FY27E by 0.5%, citing potential market volatility in the P&C segment.

As a result, Morgan Stanley axed its TP for PING AN by 6% to HKD89 from HKD95, primarily considering the impact of OPAT and a more sustainable and stable growth in DPS. It maintained an Overweight rating.

However, the broker continued to list PING AN as a top pick, expecting the company to achieve very healthy growth in VNB on the back of solid fundamentals, with the drag from the property sector gradually fading.
~



AASTOCKS Financial News
Website: www.aastocks.com