$PING AN(02318.HK)
1️⃣ Context
I started investing Ping An two months ago because I saw deep value and I like the business model. I saw the fundamentals keep getting stronger. ☺️
Valuations in June :
🔷 P/B around 9 and P/E around 7.
It is trading well below book value with solid profitability
🔷5.64% dividend yield, generous and well-covered
2️⃣ My Trade:
🔷 Purchased cost: HK$57.050, 500 shares and current price: HK$54.100 → down -5.17% on paper . I pray the share price to move higher after 1H 2026 good earnings reported yesterday.
🔷 Short-term price weakness doesn’t change the story. I am here for the long haul.
3️⃣ My Takeaway
Great companies can stay undervalued for a while but value eventually shines through.
Ping An’s earnings are growing,its balance sheet is solid and it pays you to wait with a healthy dividend. 1H2026 earnings has proven it.
Be patient, buy when others are fearful, and let fundamentals do the work. 💪



