PING AN Aims to Offer 34% Stake in SZSE for a Starting Price of RMB408M

Written by Emily J. Thompson, Senior Investment Analyst

02318-1.29%

Source: aastocks

Updated: 2d ago

0mins

Source: aastocks

Ping An's Stake Sale: Ping An has publicly listed its entire stake in the Shenzhen Stock Exchange, involving 170 million shares, which is 34% of the total equity, for a base price of RMB408 million (RMB2.4 per share).
Short Selling Activity: The company has reported short selling of $1.21 billion, with a short selling ratio of 36.204%.

02318

$68.65+Infinity%1D

Analyst Views on 02318

Wall Street analysts forecast 02318 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 02318 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

0 Analyst Rating

0 Buy

0 Hold

0 Sell

Current: 69.550

Low

Averages

High

Current: 69.550

Low

Averages

High

UBS

maintain

$70

Al Analysis

2025-12-08

Reason

UBS

Price Target

$70

Al Analysis

2025-12-08

maintain

Reason

The analyst rating for PING AN (02318.HK) is a Buy, primarily due to several key factors highlighted in the UBS research report. These include: 1. Attractive Risk/Reward: The stock presents a favorable risk/reward profile, making it an appealing investment choice. 2. Strong Growth Acceleration: UBS anticipates significant growth in the group's operating profit after tax (OPAT) in the fourth quarter of 2025. 3. High Expected Dividend Yields: The expected dividend yields of 4.9% for 2025 and 5.1% for 2026 are relatively high, which adds to the stock's attractiveness. 4. Clear Dividend Policy: The presence of a clear dividend policy further enhances investor confidence in the stock. Overall, these factors contribute to UBS's positive outlook on PING AN, reinforcing its position as a top pick in the insurance sector.

Morgan Stanley

maintain

2025-12-08

Reason

Morgan Stanley

Price Target

2025-12-08

maintain

Reason

The analyst rating from Morgan Stanley is based on the belief that the recent measures issued by China's National Administration of Financial Regulation (NAFR) will benefit insurers by easing capital requirements and encouraging them to invest in the stock market as long-term investors. This is expected to lead to continued inflows of insurance funds into the stock market, which could positively impact equity markets. As a result, Morgan Stanley reiterated its top pick view on PING AN, anticipating that the company could further benefit from the new regulatory rule.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for 02318

Unlock Now

Morgan Stanley

Overweight

maintain

$89

2025-12-05

Reason

Morgan Stanley

Price Target

$89

2025-12-05

maintain

Overweight

Reason

Morgan Stanley's positive analyst rating for PING AN (02318.HK) is based on the belief that the company can capitalize on key opportunities in wealth management, healthcare, and senior care services. The firm noted that investor concerns are diminishing, which could lead to a revaluation of the stock. Additionally, the report highlights PING AN's significant growth potential, driven by the solid growth of Chinese household wealth, with financial assets projected to grow at a compound annual growth rate (CAGR) of 8% from 2024 to 2030, reaching RMB440 trillion. This growth is expected to benefit insurance products, positioning PING AN as a major beneficiary in these sectors. As a result, Morgan Stanley reiterated an Overweight rating for PING AN's H-/A-shares and raised its target prices by 27% and 21%, respectively.

Morgan Stanley

upgrade

2025-12-05

Reason

Morgan Stanley

Price Target

2025-12-05

upgrade

Reason

Morgan Stanley's analyst rating for PING AN (02318.HK) is based on several key factors: 1. Expansion into New Markets: PING AN is actively expanding into wealth management, healthcare, and elderly care markets, which is expected to drive continuous growth in revenue and profits. 2. Robust Growth in Life Insurance: The broker estimates that the new business value of PING AN's life insurance segment will see significant growth in the coming years, allowing the company to maintain its competitive edge in agency and banking channels. 3. Diminishing Real Estate Risks: Morgan Stanley believes that the market's primary concern regarding real estate risk is decreasing, which could positively impact PING AN's performance. 4. AI Implementation: The company's application of artificial intelligence is seen as a promising investment opportunity, as it aims to reduce costs and risks while enhancing operational efficiency. These factors collectively contribute to Morgan Stanley's positive outlook on PING AN, leading to its inclusion in the focus list.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

PING AN Aims to Offer 34% Stake in SZSE for a Starting Price of RMB408M

Analyst Views on 02318

About the author

Top News

Oil Firms Cautious on Venezuela Investment Push

GM Reports $7.1 Billion Charge Amid EV Shift

Stock Market Wraps 2025 with Double-Digit Gains

Novo Nordisk's Weight-Loss Pill Approval: Key Impacts

Related Articles

Germany's December Inflation Falls to 1.8%, Market Reaction Muted

Trump Acquires $50M in Bonds from Netflix, GM, Boeing, and More

Sigh Up to Get Intellectia Insights

How did the company's recent strategic decisions impact its latest financial performance?

Can you explain the factors behind the recent changes in the company's stock price?

What are the expected impacts of current market trends on the company's future growth?

Based on the latest earnings report, what are the company's forecasted revenues for the next quarter?

How does the company's performance compare to its main competitors in the same sector?

People Also Watch