Michael Chang's questions to PRUDENTIAL (PUK) leadership • Q1 2023
Question
Inquired about the specifics of the Hong Kong business recovery, including differences in geographic and product mix compared to pre-COVID levels, reasons for outperformance in the domestic segment, and initiatives driving the positive Q3 outlook in other key markets.
Answer
Executives detailed that Hong Kong's Q2 volumes exceeded 2019 levels, with a normalization seen in May/June after an initial spike. The MCV business is geographically diversified, with over 70% from outside the Greater Bay Area. Margins improved in Q2, and the health policy count is trending up. The strong Q3 momentum is also driven by a comeback in Singapore and continued strength in Indonesia and Malaysia, while China's product mix is being deliberately rebalanced for long-term value.