Report
Benoit Valleaux

Allianz : Bonne résilience attendue du RO au T2

>Le RO devrait être quasiment stable - Allianz publiera son RN du T2 2022 le 5 août prochain. Nous prévoyons un RO de 3 353 M€ (+1.0% vs une base élevée au T2 2021), légèrement supérieur au consensus (3 309 M€). En assurance dommages, nous attendons un RO de 1 568 M€ (+15.5%), avec un ratio combiné de 92.7% (vs consensus de 93.0%) comprenant un coût des catastrophes naturelles très légèrement supérieur au budget. Nous attendons, en revanche, une hausse des produits fi...
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

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