Allianz : Bonne résistance attendue de la rentabilité malgré les grands sinistres du T2
>Nous prévoyons un RO de 3.7 Md€ au T2 2024 en très légère baisse - Allianz publiera son RN du T2 2024 le 8 août prochain. Nous prévoyons un RO de 3 698 M€ (-2.2% vs T2 2023), en ligne avec le consensus provisoire (3 694 M€). Le T2 devrait, selon nous, confirmer la bonne capacité de résistance de la rentabilité du groupe face à une sinistralité dégradée en assurance dommages (catastrophes naturelles, grands sinistres), puisque cette estimation correspond à ¼ du milie...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.
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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