SAMPO Sampo Oyj Class A

Sampo Oyj: Johdon liiketoimet (Lapveteläinen)

Sampo Oyj: Johdon liiketoimet (Lapveteläinen)

SAMPO OYJ                                              JOHDON LIIKETOIMET         10.8.2020 klo 14.40



Sampo Oyj: Johdon liiketoimet (Lapveteläinen)



Sampo Oyj (Y-tunnus 0142213-3) on vastaanottanut seuraavan markkinoiden väärinkäyttöasetuksen 19. artiklan mukaisen ilmoituksen.

____________________________________________

Ilmoitusvelvollinen

Nimi: Leviathan Oy

Asema: Lähipiiriin kuuluva henkilö

(X) Oikeushenkilö

(1):Liikkeeseenlaskijassa johtotehtävissä toimiva henkilö

Nimi: Patrick Lapveteläinen

Asema: Muu ylin johto

Liikkeeseenlaskija: Sampo Oyj

LEI: 743700UF3RL386WIDA22

Ilmoituksen luonne: ENSIMMÄINEN ILMOITUS

Viitenumero: 743700UF3RL386WIDA22_20200810135144_2

____________________________________________

Liiketoimen päivämäärä: 2020-08-06

Kauppapaikka: NASDAQ HELSINKI LTD (XHEL)

Instrumenttityyppi: OSAKE

ISIN: FI0009003305

Liiketoimen luonne: HANKINTA

Liiketoimien yksityiskohtaiset tiedot

(1): Volyymi: 5 000 Yksikköhinta: 30,54 EUR

Liiketoimien yhdistetyt tiedot

(1): Volyymi: 5 000 Keskihinta: 30,54 EUR





SAMPO OYJ



Jarmo Salonen

Johtaja, sijoittajasuhteet ja konserniviestintä

puh. 010 516 0030



Jakelu:

Nasdaq Helsinki

Lontoon pörssi

Finanssivalvonta

Keskeiset tiedotusvälineet

EN
10/08/2020

Underlying

SAMPOSampo Oyj Class A

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Reports on Sampo Oyj Class A

Håkon Astrup
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SAMPO Sampo Oyj Class...
TRYG TRYG A/S ... (+4)

Repricing the tonic for bad weather

We expect above-normal weather-related claims in Q1 as a result of heavy rain and snowfall (and record-low temperatures) in the Nordics at the start of the year. On the positive side, we believe the non-life insurers should see the effects of 2023’s repricing efforts, while their latest CMD presentations leave us confident the sector remains committed to maintaining underwriting discipline. Tryg is our top pick in the Nordic P&C sector, while we also reiterate our BUYs on Sampo and Gjensidige an...

SAMPO SAMPO OYJ CLASS A
TRYG TRYG A/S
TOP TOPDANMARK A/S
GJF GJENSIDIGE FORSIKRING ASA
04/04/24 April 4, 2024 1 EN
Håkon Astrup
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SAMPO Sampo Oyj Class...

Sampo Oyj (Buy, TP: EUR47.00) - Capital and underwriting discipline

Underwriting improvements and capital generation were again in focus at the CMD. For 2024–2026, Sampo targets a lower group combined ratio of 7% annual growth in operating EPS, which it believes together with further capital optimalisation and a reduced Solvency II target of 150–190% should generate EUR4bn+ in deployable capital by 2026. We have made limited estimate revisions, and reiterate our BUY and EUR47 target price.

SAMPO SAMPO OYJ CLASS A
03/06/24 March 6, 2024 1 EN
Håkon Astrup
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SAMPO Sampo Oyj Class...

Sampo Oyj (Buy, TP: EUR47.00) - Building a strong P&C foundation

At the CMD due on 6 March, we will look for an update on utilising the renewed P&C focus to drive If P&C improvements and the UK turnaround in Hastings. We expect Sampo to target a combined ratio below 83% by 2026, driven by a combined ratio below 82% in If P&C. Having exited Mandatum and Nordea, we believe the lower capital requirements should allow for further excess capital distributions as the solvency target drops to 150–170%. We reiterate our BUY and have raised our target price to EUR47 (...

SAMPO SAMPO OYJ CLASS A
02/26/24 February 26, 2024 1 EN
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SAMPO Sampo Oyj Class...

Sampo Oyj (Buy, TP: EUR45.00) - Continued strong underwriting

Q4 PTP increased significantly YOY, driven by improved underwriting and a strong investment result. If P&C reported a Q4 combined ratio of 83.1% and a 0.7%-points improvement in the underlying claims ratio. Sampo continues to price ahead of expected claims inflation and is seeing claims frequency in line with its expectations. We have raised our 2024–2025e EPS by 2% on the back of improved underwriting in If P&C and strong growth in Hastings. We reiterate our BUY and EUR45 target price.

SAMPO SAMPO OYJ CLASS A
02/08/24 February 8, 2024 1 EN
Håkon Astrup
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SAMPO Sampo Oyj Class...
TRYG TRYG A/S ... (+4)

Underwriting to remain disciplined

We expect heavy rainfall in Denmark and an early winter in the Nordics to lead to somewhat above-normalised claims in Q4, but strong equity markets and marked-to-market gains on bond investments to offset a rise in reported combined ratios. Despite higher interest rates in 2023, we remain confident that insurers will continue to focus on maintaining underwriting discipline. We still find the sector attractive long-term, and highlight Tryg as our top pick in the sector.

SAMPO SAMPO OYJ CLASS A
TRYG TRYG A/S
TOP TOPDANMARK A/S
GJF GJENSIDIGE FORSIKRING ASA
01/09/24 January 9, 2024 1 EN

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