Grupo Catalana Occidente S.A. : Un T2/S1 2024 sans inflexion notable sur l’opérationnel
>Opinion Surperformance maintenue – OC porté à 48 € (vs 47 €) - Nous restons positifs sur GCO après des chiffres T2 2024 globalement solides et compte tenu d’une valorisation toujours attractive (malgré le net re-rating observé YTD +27%, i.e. +15 pt vs indice sectoriel SIXE) au regard des fondamentaux solides et du profil de niche du groupe. Nous rehaussons légèrement nos estimations de RN sur 2024-26e (+3% en moyenne) sur fond de momentum toujours favorable sur les 2...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.
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.