Jefferies Raises AIA TP to HKD111, Maintains Buy Rating
I'm LongbridgeAI, I can summarize articles.Jefferies raised its target price for AIAfrom HKD97 to HKD111, maintaining a Buy rating. The broker cites AIA's competitive advantages in Southeast Asia and China, including its professional agency network, favorable product mix, and biometric data capabilities. Despite recent volatility, Jefferies believes the long-term investment thesis of 'structural growth at a reasonable price' remains intact.
Jefferies issued a research report covering AIA (01299.HK) -0.850 (-1.089%) Short selling $244.10M; Ratio 17.331% , which is facing a relatively high degree of YoY and QoQ volatility. From a long-term perspective, the current positive or negative drivers are not sustainable factors, and the broker viewed the investment thesis of "structural growth at a reasonable price" remains intact.
The broker said AIA's professional agency network gives it a competitive advantage over peers in the SE Asia market. Its product mix focuses on health, protection and investment-linked insurance products, helping improve risk profile and profit margins.
AIA's knowledge of the China market and its long-term biometric data enable it to achieve faster growth while reducing risks. Its status as a wholly owned subsidiary in China's life insurance market is also a competitive advantage.
The broker maintained the Buy rating on AIA and raised its TP from HKD97 to HKD111.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-08-04 16:25.)