China Reinsurance (Group) Corp
China Reinsurance (Group) Corp provides reinsurance services, primarily operating in the insurance sector, and generates revenue through underwriting and investment activities.
Business. China Reinsurance (Group) Corp (1508.HK) is a reinsurance company operating within the Financials sector. The firm generates revenue through a premium-income model, consistent with industry standards for reinsurance providers. It is primarily listed on the Hong Kong Stock Exchange. Specific details regarding operating segments and geographic mix are not available.
Analyst recommendations
5 analysts · consensus HoldAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
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Developing storylines
Analysis
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Upcoming catalysts
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- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
China Reinsurance (Group) Corp (1508.HK) is a reinsurance company operating within the Financials sector. The firm generates revenue through a premium-income model, consistent with industry standards for reinsurance providers. It is primarily listed on the Hong Kong Stock Exchange. Specific details regarding operating segments and geographic mix are not available.
China Reinsurance (Group) Corp maintains a liquidity position that is in line with the industry median, with a debt-to-equity ratio of 0.13, indicating a relatively conservative capital structure. The company's free cash flow of 8.66 billion CNY and operating cash flow of 18.57 billion CNY suggest strong cash generation capabilities, although its net cash position is negative after subtracting total debt.
Profitability metrics show a return on equity (ROE) of 8.91% and a return on assets (ROA) of 1.85%. These figures are below the industry median for ROE and ROA, suggesting that the company is underperforming in terms of capital efficiency and asset utilization compared to its peers.
The company's revenue is primarily concentrated in the reinsurance segment, with no significant geographic diversification disclosed. As a state-owned enterprise, it operates primarily within China, which may expose it to regulatory and macroeconomic risks specific to the region.
Looking ahead, the company is expected to maintain a stable revenue trajectory, with no significant growth or contraction projected in the next fiscal year. Historical revenue data does not indicate a strong growth trend, and the company's capital expenditure has been negative, suggesting a focus on cost optimization rather than expansion.
The company faces moderate liquidity risk due to its negative net cash position after subtracting total debt. However, the risk of dilution is low, as there is no indication of near-term share issuance or dilutive events. The company has not made any recent adjustments to its valuation metrics, and there are no significant risk factors identified in the latest filings that would suggest a high probability of dilution.
Recent filings and transcripts do not indicate any major strategic shifts or operational changes. The company continues to focus on its core reinsurance business and has not disclosed any new product launches or market expansions in the latest available documents.
- The company has a conservative capital structure with a low debt-to-equity ratio.
- Profitability metrics are below the industry median, indicating underperformance in capital efficiency.
- Revenue is concentrated in the reinsurance segment with limited geographic diversification.
- The company is expected to maintain a stable revenue trajectory with no significant growth or contraction.
- Liquidity risk is moderate, but the risk of dilution is low.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,25 |
| Revenue | —no estimate | —no estimate | 116,2B CNY |
| Operating income | —no estimate | —no estimate | 2,2B CNY |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- Return On Assetsnet_income / total_assets
- China Reinsurance (Group) Corp Market data — financials · 2026-05-26
- China Reinsurance (Group) Corp Market data — analyst estimates · 2026-05-26
- China Reinsurance (Group) Corp Market data — ESG · 2026-05-26
Ownership & reference
Leadership
- He ChunleiExecutive Chairman of the Board