SAMPO Sampo Oyj Class A

Mandatum järjestää sijoittajatilaisuuden 14.9.2023

Mandatum järjestää sijoittajatilaisuuden 14.9.2023

SAMPO OYJ                        LEHDISTÖTIEDOTE                                   21.8.2023 klo 15.00



Mandatum järjestää sijoittajatilaisuuden 14.9.2023

Prosessi Mandatumin listaamiseksi Nasdaq Helsinkiin 2.10.2023 etenee suunnitellusti. Tähän liittyen Mandatum järjestää sijoittajatilaisuuden Helsingissä torstaina 14.9.2023 klo 15.00. Tilaisuus on englanninkielinen ja kestoltaan arviolta 2,5 tuntia.

Tilaisuudessa Mandatumin hallituksen puheenjohtaja Patrick Lapveteläinen, konsernijohtaja Petri Niemisvirta, konsernin talousjohtaja Jukka Kurki ja Mandatum Asset Managementin toimitusjohtaja Lauri Vaittinen esittelevät Mandatumin strategiaa, liiketoimintoja ja taloudellisia tavoitteita. Osallistujilla on mahdollisuus esittää kysymyksiä tilaisuuden aikana.

Tilaisuutta voi seurata suorana lähetyksenä osoitteessa . Tallenne on saatavilla samassa osoitteessa tilaisuuden jälkeen.



Lisätiedot:

Sijoittajat:

Sammon sijoittajasuhteet



Media:

Mandatum

Niina Riihelä

markkinointi- ja viestintäjohtaja

puh. 040 728 1548

Sampo

Maria Silander

viestintäpäällikkö, mediasuhteet

puh. 010 516 0031



Jakelu:

Keskeiset tiedotusvälineet



EN
21/08/2023

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Reports on Sampo Oyj Class A

Sampo: 1 director

A director at Sampo bought 5,500 shares at 9.140EUR and the significance rating of the trade was 70/100. 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 C...

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Helped by benign weather with few storms, we expect solid underwriting across the Nordic P&C sector for Q1, with underlying performance further supported by earned repricing momentum and abating claims inflation. The sector is trading at an attractive average 2026e P/E of c15.2x and we see solid capital distribution prospects. We reiterate our recommendations on all our covered sector names and highlight Tryg as our top pick.

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Sampo Oyj (Buy, TP: EUR9.80) - Minor model adjustments

We have adjusted our estimates to reflect the now completed 4-to-1 share split announced by the board on 5 February. While we forecast unchanged earnings, we have revised our 2025–2027e EPS and DPS due to the increased share count. We do not consider these changes to be material, and we have not changed our BUY recommendation. We have adjusted our target price to EUR9.80 (49).

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Sampo Oyj (Buy, TP: EUR49.00) - Strong underwriting momentum

Against a backdrop of soft financial markets and one-off integration costs, Sampo continues to deliver a solid underwriting performance, with the Q4 adjusted risk ratio improving by 0.3%-points YOY, helped by currency-adjusted GWP growth of 18% YOY. We believe the company’s efforts to mitigate claims inflation and increased frequencies should support growth and earnings, in line with the ambitions from the 2024 CMD, and have raised our 2025–2026e EPS by ~1%. We reiterate our BUY and have raised ...

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