Market's view on Prudential

Published on April 2024

  • Stock watchers express optimism about Prudential’s business prospects in Asia despite current geopolitical tensions and trade war fears.
  • A stock watcher increased their holdings in Prudential, citing a history of profitability with the company’s shares.
  • Jonathan Unwin from Mirabaud Wealth Management views Prudential as a compelling investment opportunity, highlighting the company’s strong performance in Hong Kong and potential for growth in China and Africa despite a recent 37% decline in share value.
  • Concerns were raised about Prudential’s heavy reliance on the London stock market, with suggestions that it may benefit from seeking a merger or considering a delisting due to the current geopolitical climate between the US and China.
  • Some stock watchers are pessimistic, mentioning management’s failure to create value and suggesting a potential takeover by a Far Eastern Life company as a viable solution to improve performance.
  • There are ongoing discussions about the impact of China’s economic position and leadership on Prudential’s stock performance, with suggestions that a takeover could be likely if the situation does not improve.
  • Prudential’s share price struggles noted around 700p, with some watchers considering it undervalued and suggesting it as a good buying opportunity.
  • The idea of delisting in London due to a lack of appreciation for the company’s focus on the Chinese market is discussed among stock watchers.
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