Report
Benoit Valleaux ...
  • Steven Gould

Mapfre : Un T2 2023 globalement solide

>Opinion Surperformance réitérée – OC ramené à 2.35 € (vs 2.40 €) - La publication des résultats T2 2023 ressort globalement solide sur l’underlying avec un RN s’établissant bien au-dessus des attentes à ~190 M€ (+36% vs cons) - l’essentiel du ‘décalage’ est drivé par les activités Non-Vie (résultat +43% vs cons / résultats activités Vie -9% vs consensus). Nous réitérons notre opinion Surperformance sur le titre, avec un objectif de cours ramené à 2.35 € (vs 2.40 €), ...
Underlying
Mapfre SA

Mapfre is an insurance company based in Spain. Co. is the parent company of a group engaged in the underwriting and provision of insurance in Spain and abroad. Insurance policies provided include: life, non-life, accident, home-owner, general and health. Through its subsidiaries, Co. is also engaged in the provision of reinsurance, the management of investment funds, pension funds and pension plans, real estate and related services. On the domestic market, Co.'s activities include managing investment funds, pension funds and pension plans, real estate and other service businesses.

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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