Ageas : Une valorisation attractive pour un profil de risque limité. Achat vs Neutre
>Une baisse attendue du résultat au T2 2020 vs une base élevée - Ageas publiera vendredi 7 août avant Bourse son RN du T2 2020. Nous prévoyons un RN de 247 M€ (-30.4%), supérieur au consensus de 215 M€ (-39.4%) par rapport à une base au T2 2019 élevée (gain fiscal non récurrent en Chine, impact du changement de taux Ogden au RU, gain sur le RPNI au niveau de holding). Nous prévoyons un RN des seules activités d’assurance de 292 M€ au T2 2020 (vs consensus de 260 M€), ...Ageas is an insurance company engaged in providing a range of life and non-life products distributed through a variety of channels. Co. focuses on helping its customers to mitigate risks related to property, casualty, life and pensions. Co. serves its customers through a combination of wholly owned subsidiaries, equity associates and partnerships, with financial institutions and distributors in Belgium, the U.K., Luxembourg, Italy, Portugal, Turkey, France, China, Malaysia, India, Thailand and Hong Kong. Co. is organized into five operating segments: Belgium, U.K., Continental Europe, Asia, and General Account.
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.
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