Citigroup has released a research report predicting that AIA (01299) will deliver robust performance for the 2025 fiscal year. The insurer's new business value is expected to grow 19% year-on-year at actual exchange rates (AER), or 17% at constant exchange rates, primarily driven by business growth in Hong Kong China, Thailand, and Singapore. The bank forecasts an 8% increase in AIA's operating profit for the last year, with operating profit per share anticipated to rise by 12%, surpassing the guidance provided by management. Embedded value is projected to increase by approximately 12% compared to the previous year. Full-year dividends per share are expected to grow by 10% to HK$1.94, while share buybacks are forecast to reach around US$1.3 billion. Accordingly, Citigroup has raised its target price for AIA from HK$99 to HK$103, maintaining a "Buy" rating.
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