Morgan Stanley: AIA (01299) China Business Draws Market Attention, Maintains "Overweight" Rating

Stock News
Aug 21

Morgan Stanley released a research report stating that AIA (01299)'s China business is receiving increased market attention, primarily due to its continued achievement of recovery-based fundamental growth while also realizing profit margin improvements. Management believes the China market has three key growth engines, including professional high-end agents, banking business differentiation, and geographic expansion, and has uploaded an AI video demonstration about China growth strategy on its website. The firm noted that in terms of regional expansion, AIA China achieved a 46% compound annual growth rate for new business value in new regions from the first half of 2022 to the first half of 2025. Benefiting from its strong performance track record, encouraging recruitment trends, and solid operational performance, management remains confident about the company. The firm assigned AIA a target price of HK$96 with an "Overweight" rating.

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