Allianz : Une charge élevée des cat nat au T3 mais le RO devrait rester dans la partie haute de la fourchette cible annuelle
>Nous prévoyons un RO en baisse à 3.2 Md€ au T3 - Allianz publiera son RN T3 2023 le 10 novembre prochain. Nous prévoyons un RO de 3 200 M€ (-21.2% vs T3 2022 en IFRS 17), marginalement inférieur au consensus (3 224 M€, -20.6%). En assurance dommages, nous attendons une forte baisse du RO à 1 417 M€ (-26.5%), en ligne avec le consensus (1 411 M€), du fait d’une détérioration du ratio combiné. Nous prévoyons un ratio combiné de 95.8% (en ligne avec le consensus) au T3 ...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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