SCOR : Le RN du T3 et le CMD amélioreront la visibilité et favoriseront un rerating
Après avoir fortement chuté suite au profit warning en réassurance vie, le groupe doit faire face à une série de catastrophes naturelles depuis fin juin. Aussi, nous abaissons nos prévisions de RN en amont de la publication du RN du T3 (le 7/11) mais estimons toujours que Scor devrait payer un DPS cette année. Le CMD du 12/12 devrait également contribuer au rerating graduel attendu sur le titre (OC 28 €). - >Le coût des catastrophes naturelles devrait dépasser le budget au...SCOR is a holding company. Through its subsidiaries, Co. is engaged mainly in reinsurance. Its customers are insurers and large corporations. Co. is engaged in life reinsurance through SCOR Global Life SE and non-life reinsurance through SCOR Global P&C SE. In the life reinsurance business, Co. offers reinsurance for individual and group life insurance, long-term care, substandard risks, critical illness and financing products. The non-life reinsurance business comprises traditional reinsurance business; Treaty, Business Solutions, and Specialty Lines. In addition, Co. through SCOR Global Investments SE, manages, directly or indirectly its global investment portfolio.
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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