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<Research>JPM: Market Over-discounting MCV Risk for AIA; Accumulate into Weakness Recommended
AIA (01299.HK)'s share price posted a considerable pullback yesterday (4th) given market concerns that some Hong Kong banks have suspended account openings for mainland custome...
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<Research>JPM: Market Over-discounting MCV Risk for AIA; Accumulate into Weakness Recommended
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AIA (01299.HK)  -2.700 (-3.520%)    Short selling $1.75B; Ratio 16.079%   's share price posted a considerable pullback yesterday (4th) given market concerns that some Hong Kong banks have suspended account openings for mainland customers, JP Morgan said in its report. However, the broker believed the market has over-discounted concerns over the growth outlook of mainland Chinese visitor (MCV) business in Hong Kong, and there are currently no specific new regulatory policies targeting MCV sales activities. Although Hong Kong's MCV business remains relevant, valuation work suggested Hong Kong accounts for only a limited portion of AIA’s future growth value.

The broker forecast AIA's upcoming strong 1H26 results, official comments in August on MCV regulation, a recovery in Thailand's monthly premiums, and upward revisions to mainland insurers' 1H26 new business value (NBV) forecasts to help restore market confidence. Therefore, it recommended investors accumulate into weakness.

Related News UBS: China Tightens Outbound Investment; Impact on Hong Kong Mainland Visitor Insurance Business Yet to Be Seen
JP Morgan maintained its Overweight rating on AIA with a TP of HKD112.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-05 16:25.)

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