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

ODDO : Update on the trend in price hikes in reinsurance

>Good resilience of available capital - Whilst the different European reinsurers should over the coming weeks announce their 1 January renewals (Hannover Re on 4 February) the first comments from the market confirm a marked trend for price increase, but at a reasonable level and deemed below initial forecasts on a number of business lines. Indeed, available capital in the reinsurance sector remains substantial and is, according to the broker Willis Re, up by around 3%...

Benoit Valleaux

ODDO : Point sur la dynamique de hausses tarifaires en réassurance

>Une bonne résistance du capital disponible - Alors que les différents réassureurs européens devraient communiquer au cours des prochaines semaines sur leurs renouvellements au 1er janvier (Hannover Re le 4 février prochain), les premiers commentaires de marché confirment une forte dynamique de hausses tarifaires, mais à un niveau raisonnable jugé inférieur aux attentes initiales sur certaines lignes d’activité. Le capital disponible au sein du secteur de la réassuran...

Thanks to a better fundamental star rating, SWISS RE sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to SWISS RE (CH), active in the Reinsurance industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date December 15, 2020, the closing price was CHF 81.18 and its expected value was estimated at CHF 78.40.

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/...

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 sold

A director at Swiss Re Ag sold 10,000 shares at 83.373CHF and the significance rating of the trade was 100/100. 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

ODDO : Update on the trend in price hikes in reinsurance

>Good resilience of available capital - Whilst the different European reinsurers should over the coming weeks announce their 1 January renewals (Hannover Re on 4 February) the first comments from the market confirm a marked trend for price increase, but at a reasonable level and deemed below initial forecasts on a number of business lines. Indeed, available capital in the reinsurance sector remains substantial and is, according to the broker Willis Re, up by around 3%...

Benoit Valleaux

ODDO : Point sur la dynamique de hausses tarifaires en réassurance

>Une bonne résistance du capital disponible - Alors que les différents réassureurs européens devraient communiquer au cours des prochaines semaines sur leurs renouvellements au 1er janvier (Hannover Re le 4 février prochain), les premiers commentaires de marché confirment une forte dynamique de hausses tarifaires, mais à un niveau raisonnable jugé inférieur aux attentes initiales sur certaines lignes d’activité. Le capital disponible au sein du secteur de la réassuran...

Olivier Pauchaut

Financials & Fintech: Underwriting profitability to overcome ROI pressure

Financials & Fintech Underwriting profitability to overcome ROI pressure Strong traction lately but since some room to perform Higher prices and lower ROI: a zero-sum game? Upward revision to our target prices

Benoit Valleaux

Swiss Re : Favourable outlook in P&C although the group is still cautious

>Projected improvement in combined ratio for P&C reinsurance - Swiss Re held an investor day on Friday. The group said it now expects a normalised combined ratio for P&C reinsurance of = 97% this year (vs 97% forecast previously) and = 96% next year. The improvement in the normalised combined ratio is expected to result from ongoing price increases. The group is likely to fine-tune its guidance after the 1 January renewals. Moreover, Swiss Re confirmed it had taken a...

Benoit Valleaux

ODDO : The sector continues to trade on low valuations

>A projected total return of over 20% at 12 months - We have revised our target prices for all the stocks in our universe in order to factor in a lower cost of capital (although we maintain a cautious stance at this stage), update our valuations from a 12-month perspective and take account of a more cautious forex scenario on the US dollar. All told, we have raised our target prices by an average of 6% (only the target price for Talanx is lower, reflecting a lower pay...

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...

Bruno Cavalier ...
  • Jean Sassus
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/23/2020

...

Benoit Valleaux

ODDO BHF Small & MIDCAP MORNING NEWS - 11/23/2020

Bastide has somewhat benefited from the COVID crisis. The group’s medium-term drivers, namely global expansion, external growth and the rollout of franchises, remain intact, offering a measure of visibility. The multiples look moderate, factoring in i/ anticipated growth, ii/ transaction multiples, and iii/ our DCF-based valuation model. We are raising our rating to Buy from Neutral. See the document published this morning. - ...

Bruno Cavalier ...
  • Jean Sassus
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/11/2020

...

Thanks to a better fundamental star rating, SWISS RE sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to SWISS RE (CH), active in the Reinsurance industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date December 15, 2020, the closing price was CHF 81.18 and its expected value was estimated at CHF 78.40.

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 we...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch