Report
Benoit Valleaux ...
  • Roland Pfaender,MBA,CFA,CCRA

Talanx AG : Malgré la bonne résistance du groupe face à la crise, nous attendons une baisse marquée du RN au T2

>Un RN attendu en baisse au T2 … - Talanx publiera son RN du T2 2020 mercredi 12 août avant Bourse. Nous prévoyons une croissance des primes de 3.9% au T2, en ligne avec le consensus, et tirée par la hausse attendue de 7.8% des primes en réassurance (Hannover Re), alors que nous attendons une augmentation de 5.0% des primes pour le segment Industrial Lines et, en revanche, une baisse des primes en assurance en Allemagne, en assurance dommages (-3.1%) et surtout en ass...
Underlying
Talanx AG

Talanx is a financial and management holding company. Co. is internationally active in primary insurance and reinsurance and in both property/casualty and life business. In the more than 100 years of Co.'s history, Co. has evolved from a single-line liability insurer for industry into a global insurance group with a focus on the industrial and retail lines and reinsurance business. Through its subsidiaries, Co. is engaged in five business segments: Life/Health Reinsurance; Non-Life Reinsurance; Retail Germany; Industrial Lines; and Retail International.

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

Roland Pfaender,MBA,CFA,CCRA

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