Report
Benoit Valleaux

Allianz : Une forte hausse attendue du RO au T1 2021

>Nous prévoyons un RO de 3.15 Md€ au T1 2021 - Allianz publiera son RN du T1 2021 le 12 mai prochain. Nous prévoyons un RO de 3 150 M€ au T1 2021 (+37%), supérieur au consensus (3 066 M€). En assurance dommages, nous prévoyons un fort rebond du RO à 1 560 M€ (+51%) (vs consensus de 1 455 M€), par rapport à un RO au T1 2020 qui avait été impacté par une charge COVID de 0.4 Md€ et par un coût élevé des catastrophes naturelles. Nous anticipons ainsi un ratio combiné de 9...
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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