Swiss Re is engaged in wholesale reinsurance, insurance and risk transfer solutions. Co.'s clients include insurance companies, corporations, the public sector and policyholders. Co.'s business units include: Property & Casualty Reinsurance, which includes the business lines property and casualty (including motor); Life & Health Reinsurance, which includes the life and health line of business; Corporate Solutions, which serves mid-sized and large corporations, with product offerings ranging from property and casualty insurance to customised solutions; and Admin Re®, which provides risk and capital management solutions.
  • TickerSREN
  • ISINCH0126881561
  • ExchangeSix Swiss Exchange
  • SectorNonlife Insurance
  • CountrySwitzerland
Benoit Valleaux ...
  • Roland Pfaender,MBA,CFA,CCRA

Swiss Re : Un RN très fortement impacté par la COVID au S1 2020

>Un RN en perte de 1.1 Md$ au S1 2020 - Swiss Re a publié vendredi matin son RN détaillé du S1 2020. Rappelons qu’il avait déjà communiqué il y a de 2 semaines sur un RN en perte de 1.1 Md$ au S1, avec une charge COVID de 2.5 Md$. Le RN a été de -1 135 M$ très inférieur aux attentes (consensus de -44 M$, notre prévision de -380 M$). L’écart par rapport aux attentes provient de la très forte charge COVID de 2 541 M$ (vs consensus de 1 083 M$ et notre prévision de 1 39...

Benoit Valleaux ...
  • Roland Pfaender,MBA,CFA,CCRA

Swiss Re : Net earnings significantly impacted by COVID in H1 2020

>A net loss of $ 1.1bn in H1 2020 - On Friday morning, Swiss Re reported its detailed H1 2019 earnings. Note that two weeks ago the group reported a $ 1,1bn net loss for H1, with a COVID-related charge of $ 2,5bn. The net loss was -€ 1,135m well below forecasts (consensus of -€ 44m, our forecast of -€ 380m). The difference vs forecasts stemmed from the very substantial COVID-related charge of $ 2,541m (vs $ 1,083bn for the consensus and our estimate of $ 1,391m). Exc...

Bruno Cavalier ...
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/03/2020

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Benoit Valleaux ...
  • Roland Pfaender,MBA,CFA,CCRA

Swiss Re : Net earnings significantly impacted by COVID in H1 2020

>A net loss of $ 1.1bn in H1 2020 - On Friday morning, Swiss Re reported its detailed H1 2019 earnings. Note that two weeks ago the group reported a $ 1,1bn net loss for H1, with a COVID-related charge of $ 2,5bn. The net loss was -€ 1,135m well below forecasts (consensus of -€ 44m, our forecast of -€ 380m). The difference vs forecasts stemmed from the very substantial COVID-related charge of $ 2,541m (vs $ 1,083bn for the consensus and our estimate of $ 1,391m). Exc...

Bruno Cavalier ...
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/08/2020

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Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

EU and UK Financials remain actionable Our outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. Below we highlight several new developments which give us additional confidence in our outlook, including but not limited to continued price and RS improvements for UK/European Financials. • Actionable Sector: Financials. Today's stock recommendations go beyond UK and European Financials, however these regions are the primary focus due to a plethora of attractive setups. In today's report we reiterate our 3/21...

Matthieu DRIOL

Analyse court terme - SWISS RE AG : Les cours progressent encore.

La tendance est haussière. Les cours progressent encore, mais la tendance s'affaiblit. La prochaine résistance est à 93,32 CHF. La rupture de 86,24 CHF mettrait la tendance en danger.

Matthieu DRIOL

Short term view - SWISS RE AG : Prices are still making progress.

The trend is bullish. Prices are still making progress but the trend is slowing down. The next resistance is at CHF 93.32. The break of CHF 86.24 would endanger the trend.

Matthieu DRIOL

Analyse court terme - SWISS RE AG : La tendance est haussière.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 86,24 CHF. La tendance serait remise en cause par la rupture de 86,24 CHF.

Matthieu DRIOL

Short term view - SWISS RE AG : The trend is bullish.

The trend is bullish. The recent fall is getting more vigorous. The next support is at CHF 86.24. A break below CHF 86.24 would challenge the trend.

Swiss Re Ag: 1 director bought

A director at Swiss Re Ag bought 1,829 shares at 63.778CHF and the significance rating of the trade was 61/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board m...

Benoit Valleaux ...
  • Roland Pfaender,MBA,CFA,CCRA

Swiss Re : Un RN très fortement impacté par la COVID au S1 2020

>Un RN en perte de 1.1 Md$ au S1 2020 - Swiss Re a publié vendredi matin son RN détaillé du S1 2020. Rappelons qu’il avait déjà communiqué il y a de 2 semaines sur un RN en perte de 1.1 Md$ au S1, avec une charge COVID de 2.5 Md$. Le RN a été de -1 135 M$ très inférieur aux attentes (consensus de -44 M$, notre prévision de -380 M$). L’écart par rapport aux attentes provient de la très forte charge COVID de 2 541 M$ (vs consensus de 1 083 M$ et notre prévision de 1 39...

Benoit Valleaux ...
  • Roland Pfaender,MBA,CFA,CCRA

Swiss Re : Net earnings significantly impacted by COVID in H1 2020

>A net loss of $ 1.1bn in H1 2020 - On Friday morning, Swiss Re reported its detailed H1 2019 earnings. Note that two weeks ago the group reported a $ 1,1bn net loss for H1, with a COVID-related charge of $ 2,5bn. The net loss was -€ 1,135m well below forecasts (consensus of -€ 44m, our forecast of -€ 380m). The difference vs forecasts stemmed from the very substantial COVID-related charge of $ 2,541m (vs $ 1,083bn for the consensus and our estimate of $ 1,391m). Exc...

Benoit Valleaux ...
  • Roland Pfaender,MBA,CFA,CCRA

Swiss Re : Net earnings significantly impacted by COVID in H1 2020

>A net loss of $ 1.1bn in H1 2020 - On Friday morning, Swiss Re reported its detailed H1 2019 earnings. Note that two weeks ago the group reported a $ 1,1bn net loss for H1, with a COVID-related charge of $ 2,5bn. The net loss was -€ 1,135m well below forecasts (consensus of -€ 44m, our forecast of -€ 380m). The difference vs forecasts stemmed from the very substantial COVID-related charge of $ 2,541m (vs $ 1,083bn for the consensus and our estimate of $ 1,391m). Exc...

Benoit Valleaux ...
  • Roland Pfaender,MBA,CFA,CCRA

Swiss Re : Un RN très fortement impacté par la COVID au S1 2020

>Un RN en perte de 1.1 Md$ au S1 2020 - Swiss Re a publié vendredi matin son RN détaillé du S1 2020. Rappelons qu’il avait déjà communiqué il y a de 2 semaines sur un RN en perte de 1.1 Md$ au S1, avec une charge COVID de 2.5 Md$. Le RN a été de -1 135 M$ très inférieur aux attentes (consensus de -44 M$, notre prévision de -380 M$). L’écart par rapport aux attentes provient de la très forte charge COVID de 2 541 M$ (vs consensus de 1 083 M$ et notre prévision de 1 39...

Benoit Valleaux ...
  • Roland Pfaender,MBA,CFA,CCRA

Swiss Re : Heavy losses in H1 strongly affected by the coronavirus

>Swiss Re expects to book losses of $ 2.5bn for COVID - Swiss Re announced yesterday evening that it expected to book total losses of $ 2.5bn due to COVID-19 in H1 2020. The group had already booked a loss of $ 476m for the coronavirus in Q1 2020, mainly for event cancellation insurance, which means that it is set to book a hefty $ 2.0bn loss for Q2 2020. The group said that this $ 2.5bn loss in H1 breaks down into: 1/ $ 1.5bn in P&C reinsurance; 2/ $ 0.5bn for the co...

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 06/12/2019 - € Corporate hybrides

€ Corporate hybrides : Un marché toujours attractif avec de nombreux rachats de titres en 2019 Australia & New Zealand Banking : Doit augmenter son CET1 de $A4,5 mds d’ici 2027 Swiss Re : Cède sa filiale ReAssure à Phoenix Group pour £3,25 mds Accor (Achat) : Cède 5% du capital du groupe hôtelier Huazhu Group pour $451m BP (Achat) : Augmente sa participation dans Lightsource BP à 50% Glencore (Conserver) : Fait l’objet d’une enquête au Royaume-Uni pour corruption K+S (Vente) : Moody’s abaisse et retire sa notation (Ba3) Expedia (A...

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 04/11/2019 - Fiat Chrystler Automobiles - EN

TP ICAP - Europe - Morning CreditUpdate 04/11/2019 - Fiat Chrystler Automobiles - EN

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 04/11/2019 - Fiat Chrystler Automobiles - Fr

Fiat Chrysler Automobiles (Achat) : Confirme ses objectifs avant la fusion avec PSA ING (Achat) - 9M-19 : PNB de €13,9 mds (+2,1%) Lloyds Banking Group (Vente) - 9M-19 : RN de $2,0mds (-46,9%) Ryanair (Conserver) - S1/19-20 : Résultat opérationnel de €1,3md (-1%) Metro (Vente) : EP Global Commerce (EPGC) prévoit d’augmenter sa participation à ~30% Repsol (Achat) - 9M-19 : Résultat opérationnel de €2,9 mds (-6,5%) IAG (Achat) : Rachète la compagnie espagnole Air Europa pour €1 md Bombardier (Achat) : Cession de ses activités aérost...

Bruno Cavalier ...
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/03/2020

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Bruno Cavalier ...
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/08/2020

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Louis Boujard, CFA ...
  • Philippe Ourpatian

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/23/2020

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Louis Boujard, CFA ...
  • Philippe Ourpatian

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/07/2020

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Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Bruno Cavalier
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/04/2020

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Increased risk weighs on SWISS RE AG, penalising its rating down to Slightly Negative

The independent financial analyst theScreener just lowered the general evaluation of SWISS RE AG (CH), active in the Reinsurance industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date May 15, 2020, the closing price was CHF 59.46 and its target price was estimated at CHF 56.49.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Swiss RE – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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