2Q26 Preview: Modest Quarter, With Greater Focus on2H-20260713
摩根士丹利·2026-07-13 23:11
July 13, 2026 02:25 PM GMT S. Korea Insurers | Asia Pacific 2Q26 Preview: Modest Quarter, With Greater Focus on 2H 2Q should be a modest quarter with no major surprises, and we do not expect 2Q26 to serve as a broad re-rating catalyst. In 2H, investor focus is likely to shift toward indemnity reform and capital allocation, with DBI remaining our preferred pure- insurance defensive idea. 2Q26 preview – relatively quiet quarter: 2Q26 earnings for Korean insurers should be broadly uneventful, with no significa ...