Citigroup has released a research report indicating that, with the significant year-on-year improvement in the performance of the mainland stock market in the second quarter, it expects life insurance-focused companies to issue positive earnings alerts due to substantial increases in investment returns. These companies include CHINA LIFE (02628), NCI (01336), and CHINA TAIPING (00966).
The firm anticipates robust first-half results for life insurers, supported by strong momentum in bancassurance, with first-year premiums and new business value expected to record double-digit growth. Consequently, Citigroup has added CHINA LIFE and NCI to its 30-day positive catalyst watchlist to reflect the potential for positive earnings surprises, setting target prices at HK$36 and HK$50.2, respectively.
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