Wrap Asia

AFG revenue meets expectations, but EPS misses slightly. Underwriting profit surges 66%. Buy?

ISRG trades at 44.3x fwd earnings vs. 16.5x avg. VRTX down 14% YTD. Both face headwinds but offer long-term potential.

THG beats EPS estimates despite revenue miss; margins expand 2.5 pts on disciplined underwriting & AI.

SCI revenue met, but EPS missed. Funeral volumes down 4.2%, offset by preneed sales. Outlook cautious.

Allstate beats Q1 revenue & EPS! Sales up 3.2%, profit soars 47%. AI drives efficiency, margins expand.

Impinj surges 20.9% on strong Q2 outlook, beating estimates. Volatile stock, down YTD but up 195% over 5 yrs.

Miliband eyes Treasury role, eyeing bank taxes & higher levies. Markets wary of fiscal risk, gilt yields above 5%.