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2026-04-21 15:47:12 AIA (01299.HK) is expected to release its operating data for 1QFY26 next Thursday (30th), which should show overall growth supported by the company's agency and bancassurance channels, UBS wrote in its recent research report. According to the forecasts from three brokers as summarized by our reporters, AIA's 1Q26 value of new business (VNB) is estimated to grow by 5.6-17% YoY to USD1.581-1.751 billion from USD1.497 billion in 1Q25. Investors will focus on AIA's business momentum in Hong Kong and Thailand, particularly whether Thailand will face growth pressure under a high base. Regarding the commission sharing requirement implemented since January this year in Hong Kong, investors will pay attention to its potential effect on AIA's broker channel. The company's commission structure and full-year management guidance will also share the spotlight. Broker | 1Q26 VNB Forecast | YoY Change (at actual exchange rates) Morgan Stanley | USD1.751 billion | 17% UBS | USD1.737 billion | +16% JPMorgan | USD1.581 billion | +5.6% Calculated based on AIA's 1Q25 VNB of USD1.497 billion. ~ AAStocks Financial News Web Site: www.aastocks.com | |