CLSA has released a research report maintaining an "Outperform" rating on the H-shares of Ping An (02318), while increasing the target price from HK$71 to HK$74. For the A-shares of Ping An Insurance (Group) Company Of China, Ltd. (601318.SH), the target price was raised from 77 yuan to 78 yuan, with the rating also kept at "Outperform."
The report stated that Ping An's group operating profit (OPAT) for the first quarter increased by 7.6% year-on-year, slightly exceeding market expectations. This was primarily due to the group being less affected by capital market volatility compared to its peers, alongside resilient Contractual Service Margin (CSM). The New Business Value (VNB) and New Business Value margin met expectations, and capital pressure also showed some alleviation.
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