1299.HK | Ticker Profile

1299.HK

AIA Group

Financials · Life & Health Insurance · HKEX

$72.65

Data: 2026-05-09

✗ ETHICAL FAIL

Unknown MOAT

HIGH

Data Confidence: 100.0%

Key Metrics

How this company measures up on the fundamentals that matter

Market Cap

$901.1B

Total market value of the company

Trailing P/E

18.74

Reasonably valued

Forward P/E

12.95

Based on estimated future earnings — lower means cheaper

Rev Growth

+6.0%

Year-over-year revenue change

Profit Margin

0.0%

How much profit the company keeps from each dollar of revenue

ROE

14.8%

Return on equity — how efficiently it uses shareholder money

Analyst Target

N/A

Recommendation

N/A

Consensus view from ? analysts covering this stock

About AIA Group

AIA Group Limited, together with its subsidiaries, provides life insurance based financial services in Hong Kong. The company offers life insurance, accident, and health insurance and savings plans; and employee benefits, credit life, and pension services to corporate clients.

Country: Hong Kong Industry: Insurance - Life

Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity

FAIL

Core business does not involve prohibited activities

Debt Ratio

0.0% N/A

Debt must be below 33% of total assets

Cash Ratio

0.0% N/A

Interest-bearing cash below 33% of assets

Receivables

0.0% N/A

Receivables below 49% of assets

Revenue Purity

0.0% N/A

Non-compliant revenue below 5% — any excess requires purification

Valuation

Fair Value Est.

$94.71

What our model estimates this business is worth per share

Margin of Safety

23.3%

Trading below fair value — margin of safety exists

Rating

AVOID

Overall assessment combining ethics, valuation, and quality

Percentile

51.9th

Ranks in the top 48% of our 13,571 screened universe

Ethical Score

10.0

Valuation Score

77.5

Quality Score

41.0

Combined

40.9

Trading near fair value at $87 (estimated $95). Fails ethical screen (Business activity exclusion: FAIL). Ranks better than 64% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

Regime

ACCUMULATION

Smart money appears to be building positions quietly

Sharpe Ratio

0.744

Good returns relative to risk taken

Kelly Fraction

0.0393

Modest edge detected — smaller position warranted

Calmar Ratio

0.628

Acceptable balance between returns and drawdown risk

Annual Return

20.7%

Historical annualised return based on price data

Max Drawdown

-33.0%

Largest peak-to-trough decline — the worst it has been

HMM State

SIDEWAYS

Price consolidating — no clear directional bias

Days in State

How long the current regime has persisted — longer means more stable

Market Data

Trading characteristics and market positioning

Beta

N/A

52W High

$N/A

52W Low

$N/A

Avg Volume

N/A

Average daily shares traded — higher means easier to buy and sell

Short Ratio

N/A

Days it would take all short sellers to cover — higher means more crowded

Short % Float

N/A

Div Yield

223.0%

Annual dividend as a percentage of the share price

EPS (TTM)

$4.62

Earnings per share over the last 12 months

Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

Debt/Equity

47.20

Heavy leverage — higher financial risk if revenues decline

Current Ratio

N/A

Quick Ratio

N/A

Like current ratio but excludes inventory — stricter test

Gross Margin

N/A

Revenue left after cost of goods — higher means pricing power

Operating Margin

31.4%

Profit from core operations before interest and tax

Free Cash Flow

N/A

Negative — the business is spending more than it generates

Revenue (TTM)

N/A

Total revenue over the last 12 months

Net Income

N/A

Loss-making — spending exceeds revenue after all costs

Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

Date	Insider	Title	Shares	Value
2026-05-15	Lee (Yuan Siong)	Chief Executive Officer	142	$1,596
2026-05-08	Tucker (Mark Edward)	Independent Non-Executive Chairman	749,471	—
2026-05-08	Tucker (Mark Edward)	Independent Non-Executive Chairman	457,464	$5,056,669
2026-04-15	Lee (Yuan Siong)	Chief Executive Officer	144	$1,593
2026-03-20	Lee (Yuan Siong)	Chief Executive Officer	399,524	—
2026-03-16	Lee (Yuan Siong)	Chief Executive Officer	152	$1,602
2026-02-16	Lee (Yuan Siong)	Chief Executive Officer	152	$1,600
2026-02-05	Khoo (Shulamite N. K.)	Independent Non-Executive Director	138,166	—
2026-01-15	Lee (Yuan Siong)	Chief Executive Officer	146	$1,604
2025-12-15	Lee (Yuan Siong)	Chief Executive Officer	156	$1,604

Source: SEC Form 4 filings via public data. View all insider activity at

Insider Intelligence

Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-09

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