Report
Benoit Valleaux

Allianz : Allianz priorise le dividende au sein de sa politique de retour de capital

>RO inférieur aux attentes en dommages, mais meilleur que prévu en vie et en AM - Allianz a publié vendredi son RN 2023. Le RO a été de 3 765 M€ au T4 2023 (vs +17.0% vs T4 2022 en IFRS 17), légèrement supérieur aux attentes (consensus 3 672 M€, notre prévision 3 719 M€). Les revenus ont été de 39.6 Md€ (+7.8%). Le RO en assurance dommages a été de 1 608 M€ au T4 (+1.6%), 11.6% en dessous du consensus du fait d’un ratio combiné de 94.9% (vs consensus 93.9%). Le coût é...
Underlying
Allianz SE

Allianz is engaged in the provision of a range of insurance and asset management products and services. Co. has three business segments: Property-Casualty, which provides insurance products to both private and corporate customers, including motor liability and own damage, accident, general liability, fire and property, legal expense, credit and travel insurance; Life/Health, which provides life and health insurance products including annuities, endowment and term insurance, unit-linked and investment-oriented products and private health and supplemental health and long-term care insurance; and Asset Management, which provides institutional and retail asset management products and services.

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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch