Fwd: AIA Preview and TP $37.8, pressure in declining bond yield

[Tommy Chen]

---------- Forwarded message ----------
From: "Chan Henry" <ban...@gmail.com>
Date: Feb 8, 2013 10:45 AM
Subject: AIA Preview and TP $37.8, pressure in declining bond yield
To: "Tommy Chen" <fearin...@gmail.com>
Cc:

FYI

Both Goldman Sachs and Deutsche Bank have TP of 37.8.

Given the upcoming news on FY12 results and the ING Malaysia acquisition impact, we are in good chance to replace some of 2628 to 1299 given stronger fundamentals and expansion plans in developing ASEAN/ Asia country and the better exposure of company's insurance to new products and better management.

(31 -> 38), 20% upsides 

 

[Tommy Chen]

[David Yeh Jr.]

so switch more 2628 to 1299 ?   How about growth companies?  FB will be a growth but hardly will be like 3918 8058 type.  But i understand we cant put all resources into smaller play cause we need a balance somehow.  What will be the suggested composition for the size that we deploy now?

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[Henry Chan]

We believe that those companies with long term competitive edge over their competitors will be likely to outperform the rest of the markets in the long run. 

When considering the fundamentals and the competitiveness of two insurance company 1299 and 2628, we believe that 1299 has a edge over 2628 especially with their Asia focus strategy, its management and effective M&A plans. With strong brands and significant market shares grow in development ASEAN country, we can see they will provide better perspective and values to their customers as well as their shareholders. 

As for growth companies, we are excited that we have members like 3918 8058 and DDD that provide great return to us. As long as we have focusing in discovering new candidates, we believe that the market has not yet fully outweigh the potential of the monetization of social networks plays. 

Like LNKD, with 200 million professional members and existing networks, we believe they can create business values to both users, marketers, recruiters, company, job seekers, and that would further boost their core competitiveness over other recruiting agencies. 

And at FB, those investment in enhancing user experiences like sponsored stories, gifts, graph search, FB ads exchange will be rewarded in long term and we think that it is good time to invest when market in doubt of their business and plans.

dyj於 2013年2月11日星期一UTC+8下午2時05分31秒寫道：

so switch more 2628 to 1299 ?   How about growth companies?  FB will be a growth but hardly will be like 3918 8058 type.  But i understand we cant put all resources into smaller play cause we need a balance somehow.  What will be the suggested composition for the size that we deploy now?

On Fri, Feb 8, 2013 at 11:21 AM, Tommy Chen <fearin...@gmail.com> wrote:

---------- Forwarded message ----------
From: "Chan Henry" <ban...@gmail.com>
Date: Feb 8, 2013 10:45 AM
Subject: AIA Preview and TP $37.8, pressure in declining bond yield
To: "Tommy Chen" <fearin...@gmail.com>
Cc:

FYI

Both Goldman Sachs and Deutsche Bank have TP of 37.8.

Given the upcoming news on FY12 results and the ING Malaysia acquisition impact, we are in good chance to replace some of 2628 to 1299 given stronger fundamentals and expansion plans in developing ASEAN/ Asia country and the better exposure of company's insurance to new products and better management.

(31 -> 38), 20% upsides 

 

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