Report
Benoit Valleaux

Allianz : RO attendu à 14.7 Md€ en année pleine 2023

>Nous prévoyons un RO de 3.7 Md€ au T4 2023 - Allianz publiera son RN 2023 le 23 février prochain. Nous prévoyons un RO de 3 719 M€ (+15.6%), légèrement supérieur au consensus actuel (3 671 M€), l’écart par rapport au consensus venant essentiellement de notre prévision en assurance dommages. En assurance dommages, nous attendons au T4 la poursuite d’une croissance organique des revenus importants en assurance dommages (+9%), avec un ratio combiné de 93.7% (vs consensu...
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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