Report
Benoit Valleaux

Aegon : Une publication marquée par les impacts de la baisse des taux

>Baisse attendue du RO - Aegon publiera son RN du S1 2019 jeudi 15 août prochain avant Bourse. Nous prévoyons une baisse de 5.5% du RO avant impôts (le consensus table sur un recul de 7.2%). Nous tablons en particulier sur une baisse de 4.3% du RO aux Etats-Unis, essentiellement du fait de l’impact négatif de la baisse des taux d’intérêt sur la charge relative aux coûts d’acquisition différés (DAC). Rappelons également que le RN du S1 est traditionnellement pénalisé...
Underlying
Aegon NV

AEGON is a holding company. Through its subsidiaries, Co. provides life insurance and pensions operations in more than 20 countries in the Americas, Europe and Asia and is also active in savings and asset management operations, accident and health insurance, general insurance and to a limited extent banking operations. Co. operates through the following segments: the Americas (which includes the U.S.A., Mexico and Brazil); the Netherlands; the United Kingdom; Central & Eastern Europe; Spain and Portugal; Asia and Aegon Asset Management.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Benoit Valleaux

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch