Report
Benoit Valleaux

Allianz : Un résultat solide attendu au T3

>Baisse attendue du RO de 12% au T3… - Allianz publiera vendredi 6 novembre son RN du T3 2020. Nous prévoyons un RO de 2 637 M€ au T3 2020 (-11.6%) très légèrement supérieur au consensus (2 603 M€). En assurance dommages, nous attendons un RO de 1 145 M€ (-14.9%) pénalisé par une hausse attendue du ratio combiné à 95.7% au T3 2020 (vs 94.3% au T4 2019 et 96.7% au S1 2020). Notre prévision intègre notamment un coût des catastrophes naturelles de 2.5 points sur le trime...
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch