Chasing growth (Japan, Sinopac), Malaysia (5%), HDFC Bank, Korea Insurance

研报英文原文证据摘录

Chasing growth (Japan, Sinopac), Malaysia (5%), HDFC Bank, Korea Insurance

Specialist Sales

APAC Specialist Sales J P M O R G A N

29 June 2026

Research Highlights

JPM APAC Financials Events

Sector Key Newsflow

Full Research Links

• Korea Insurance: CPI control clouds 2027 health premium hike upside Korea’s government wants to keep inflation low,

which may limit health insurance premium hikes in 2027. This is bad news for non-life insurers relying on premium increases

to boost profits. SGI and Korean Re are seen as safer bets because they’re less exposed to these risks and have strong

financials. The sector’s outlook depends heavily on government policy and the ability to manage claims and costs. (Link)

Analyst Meetings & Webinars

Title Speaker / Sector Coverage Format Date/Time (HKT) Registration

Siddharth Parameswaran Australian Insurance Hong Kong; Singapore Jun-24-25; 26 (Wed-Thu; Fri) Please Ask

Gaurav Khandelwal India Financials Hong Kong Jun-26 (Fri) Please Ask

Singapore; Kuala Lumpur; Jun-29-Jul-2 (Mon-Thu); Jul-3

Madhukar Ladha India Financials Please Ask

Hong Kong (Fri)

Koki Sato (Japan Non-bank financials

Analyst), Takahiro Yano (Japan Bank

Monthly Radio Talk - Finance Sector - Japanese Virtual Jun-30 (Tue) 10:30 HKT Register Here

Analyst Host: Ayano Tsunoda | APAC

financial sector spec sales)

Jemmy Huang Asia Financials Hong Kong Jul-2-3 (Thu-Fri) Please Ask

Anuj Singla India Financials Singapore; Hong Kong Jul-6-10; 13-17 (Mon-Fri) Please Ask

Madhukar Ladha + MW Kim Asia Financials Hong Kong Jul-8 (Wed) 12:00 HKT

09:20 ~ 09:30 Koki Sato (Insurance,

April-June Earnings Outlook Call [Naiju] -

Securities, Diversified Financials), Virtual Jul-14 (Tue) 08:00 HKT Register Here

Japanese

09:30 ~ 09:40 Takahiro Yano (Banks)

Solvency capital analysis –Transitioning