Report
Benoit Valleaux ...
  • Roland Pfaender,MBA,CFA,CCRA

Allianz : Un RO marqué par la COVID au T2

>Baisse attendue de 24% du RO au T2 - Allianz publiera son RN du T2 2020 mercredi 5 août prochain avant Bourse. Nous attendons une baisse de 23.8% du RO à 2 398 M€ (vs consensus de 2 444 M€, -22.6%), avec : 1/ un recul de 31% du RO en assurance dommages à 951 M€, du fait notamment d’une détérioration du ratio combiné (97.5%e vs 94.3%) impacté par la charge COVID et d’une contraction des produits financiers, 2/ une diminution de 23% du RO en assurance vie à 943 M€ (ba...
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

Roland Pfaender,MBA,CFA,CCRA

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