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【出版时间及名称】：China Insurance Sector:Easy money has been made _2010-6-21 【作者】：Bao Ling Chan 【文件格式】：PDF 【页数】：P109 Table of Contents Investment summary................................................................3 Stock picks: Ping An is our top pick............................................................................3 Share price performance and valuation methodology..........7 Valuation methodology................................................................................................9 Benefit from business mix restructuring is over.................11 2H09 result showed slowing margin improvement....................................................11 Agency business remains more profitable .................................................................13 Who should fare well in 2010? ..................................................................................14 Where are we in the non-life pricing cycle?.........................19 Auto remains the most important segment.................................................................19 Continued improvement expected for autos ..............................................................19 What could end the party sooner than expected?.......................................................21 Investment outlook appears challenging .............................23 Three biggest uncertainties faced by insurers ............................................................23 Bond yields need to rise faster to lift recurrent income .............................................24 Much anticipated deposit rate increase at risk of being delayed ................................26 Insurers are cautious about equity markets ................................................................27 Further liberalization of investment channels ............................................................29 Capital management and M&A activity.................................31 Capital surplus or capital shortage? ...........................................................................31 Trends in capital management initiatives...................................................................33 Appendix I: New accounting standard .................................35 Company overview..................................................................... Ping An Insurance Group...........................................................................................38 China Life Insurance..................................................................................................52 China Pacific Insurance Group ..................................................................................63 PICC ..........................................................................................................................75 China Taiping Insurance Holdings ............................................................................86 CNinsure, Inc.............................................................................................................97 |
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