China Insurance: PICC P&C Vs. CPIC

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China Insurance: PICC P&C Vs. CPIC

Smartkarma
2022-06-15

Bullish on PICC P&C outlook as it's expected to benefit the most from China's motor insurance recovery. Bearish on CPIC's because its P&C is much smaller, while its L&H continues to be under pressure.

China's motor insurance has been showing signs of growth after years of decline due to deregulations and reforms in the sector.
Motor insurance tailwind will benefit large players the most. Bullish on PICC P&C since it's the largest player in motor insurance and to likely benefit the most from the tailwind.
Bearish on CPIC since its P&C business is much smaller than PICC P&C and Ping An P&C, while its L&H growth continues to be under pressure.

Full analysis here:- https://www.smartkarma.com/insights/china-insurance-picc-p-c-vs-cpic?utm_source=tiger_community

By Alec Tseung, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/alec-tseung?utm_source=tiger_community

On PICC Property & Casualty H (2328 HK):- https://www.smartkarma.com/entities/picc-property-casualty-h?utm_source=tiger_community

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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tuantai
·2022-06-15
good sign
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kytphine
·2022-06-15
noted n thx [Like]
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bulbabro
·2022-06-15
thank you for sharing
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Xpand
·2022-06-15
Thanks! Like my comment too please :)
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CExecutive
·2022-06-15
Oo
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vendetta
·2022-06-15
cool
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Targarean
·2022-06-15
Nice
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HENRYCSC
·2022-06-15
Goo d
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InvisibleP
·2022-06-15
ok
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Sena11
·2022-06-15
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Todkie
·2022-06-15
K
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Hymh
·2022-06-15
ok
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Princessleo
·2022-06-15
Yes
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Bearish on CPIC's because its P&amp;C is much smaller, while its L&amp;H continues to be under pressure. <ul> \n <li>China's motor insurance has been showing signs of growth after years of decline due to deregulations and reforms in the sector.</li> \n <li>Motor insurance tailwind will benefit large players the most. Bullish on PICC P&amp;C since it's the largest player in motor insurance and to likely benefit the most from the tailwind.</li> \n <li>Bearish on CPIC since its P&amp;C business is much smaller than PICC P&amp;C and Ping An P&amp;C, while its L&amp;H growth continues to be under pressure.&nbsp;&nbsp;</li> \n</ul> Full analysis here:- https://www.smartkarma.com/insights/china-insurance-picc-p-c-vs-cpic?utm_source=tiger_community By Alec Tseung, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/alec-tseung?utm_source=tiger_community On PICC Property &amp; Casualty H (2328 HK):- https://www.smartkarma.com/entities/picc-property-casualty-h?utm_source=tiger_community</body></html>","htmlText":"<html><head></head><body>Bullish on PICC P&amp;C outlook as it's expected to benefit the most from China's motor insurance recovery. Bearish on CPIC's because its P&amp;C is much smaller, while its L&amp;H continues to be under pressure. <ul> \n <li>China's motor insurance has been showing signs of growth after years of decline due to deregulations and reforms in the sector.</li> \n <li>Motor insurance tailwind will benefit large players the most. Bullish on PICC P&amp;C since it's the largest player in motor insurance and to likely benefit the most from the tailwind.</li> \n <li>Bearish on CPIC since its P&amp;C business is much smaller than PICC P&amp;C and Ping An P&amp;C, while its L&amp;H growth continues to be under pressure.&nbsp;&nbsp;</li> \n</ul> Full analysis here:- https://www.smartkarma.com/insights/china-insurance-picc-p-c-vs-cpic?utm_source=tiger_community By Alec Tseung, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/alec-tseung?utm_source=tiger_community On PICC Property &amp; Casualty H (2328 HK):- https://www.smartkarma.com/entities/picc-property-casualty-h?utm_source=tiger_community</body></html>","text":"Bullish on PICC P&C outlook as it's expected to benefit the most from China's motor insurance recovery. Bearish on CPIC's because its P&C is much smaller, while its L&H continues to be under pressure. 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