Report
Cor Kluis

Ageas : Somewhat positive key takeaways of comprehensive CMD

>Conclusion: Somewhat positive key takeaways of comprehensive CMD - Last week Ageas organised a CMD which we attended and hereby the key takeaways. It was a positive comprehensive CMD where all business units were discussed well. The China solvency challenge remains but at least the hybrid issuance supports the presented Solvency ratio (and in future the mtm on bond possibly as well). The capital position is good, the cash at holding is rising somewhat more, but it re...
Underlying
Ageas SA/NV

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.

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
Cor Kluis

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