Report
Benoit Valleaux

Allianz : RO attendu solide au T3 malgré l’environnement

>Légère hausse du RO attendue - Allianz publiera son RN du T3 2022 le 10 novembre prochain. Nous prévoyons un RO de 3 331 M€ (+2.9% vs T3 2021), légèrement inférieur au consensus actuel (3 389 M€), principalement du fait de notre hypothèse d’un coût des catastrophes naturelles plus prudente que le consensus. Nous attendons en assurance dommages un RO de 1 578 M€ (+22.6%), inférieur au consensus (1 645 M€), avec un ratio combiné attendu de 94.0% (vs 94.7% au T3 2021) l...
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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