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Benoit Valleaux ...
  • Steven Gould

Grupo Catalana Occidente S.A. : T4/annuels 2022 solides… qualité des fondamentaux encore mal valorisée

>Opinion Surperformance maintenue – OC porté à 43 € (vs 42 €) - Nous réitérons notre opinion Surperformance sur GCO, avec une valorisation restant intéressante (sous-performance relative de 20 pp vs secteur sur 1 an) et alors que la publication des résultats T4/annuels 2022 vient globalement conforter la solidité opérationnelle/bilancielle du groupe malgré le contexte géopolitique/macro. Nous relevons nos estimations de RN de 2% en moyenne sur 2023-2024 afin de tenir ...
Underlying
Grupo Catalana Occidente S.A.

Grupo Catalana Occidente is an insurance group based in Spain. Co. is engaged in insurance and reinsurance activities, including commercial, life, disability, and automobile insurance. Co. is also engaged in the sale of annuities and pension funds. Co.'s operations are organized along two businesses: Traditional business (insurance) and Credit Insurance business. Co.'s main markets are located in Spain, Germany, United Kingdom, France and the Netherlands. Co. maintains a presence in more than 40 countries.

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

Steven Gould

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