PIAIF News and Press, Ping An Insurance Co of China Ltd. From 03/18/22

Ping An Insurance Group Co of China Ltd (PNGAY) Q4 2021 Earnings Conference Call March 17, 2022, 23:45 ET Company Participants Ruisheng Sheng - Joint Company Secretary Jason Yao - EVP, Co-CEO, CFO, Chief Actuary & Executive Director Benjamin Deng - CIO Conference Call Participants Present...

This month I had a total of 10 transactions, of which 8 buys and 2 sells. Dividends were up, but February tends to be the lowest amount in dividends received. My new forward dividend yield is $900.04 after-tax. For further details see: My Portfolio February Update - 8 Bu...

This month I had a total of 13 transactions of which 3 sales. Dividends were down slightly YoY due to a special dividend during January last year. My new forward dividend yield is $913.35 after tax. For further details see: My Portfolio January Update - 10 Buys, 3 Sells ...

This month I started repositioning my portfolio, decreasing total holdings to 35. Dividend was almost double that of last November. My new forward dividend is $818.60 after tax. For further details see: My Portfolio November Update - Repositioning For The New Year

Leading Chinese online auto company Autohome says its revenue fell 24% in the third quarter, dragged down by a 50% decline in spending by car manufacturers. Company sees global auto sector returning to more normal conditions in second half of next year as chip shortages ease. Auto...

I made 8 transactions during the month. Dividends were up approximately $32.28. I will reposition my portfolio in the coming months. Forward dividend is currently €720 ($834). For further details see: My Portfolio October Update - 7 Buys, 1 Sell

The risks to the economy from a potential collapse in Evergrande are overstated. The purported impact on Chinese Internet stocks is specious. Chinese e-commerce platforms could benefit from the mitigation efforts by the government in the 'rescue' of Evergrande and the boosting of reta...

Another week, another sector came under the scrutiny of the Chinese government, helping to divert market players from the internet stocks. There are silver linings from the Macau casino regulatory scrutiny that could benefit the Chinese internet sector. Baidu announced several pos...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Recent Strategy outperformance has been broad-based, led ...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Recent Strategy outperformance has been broad-based, led ...