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

Talanx AG : Un RN impacté par la COVID

>RN inférieur aux attentes au T2 du fait du coronavirus - Talanx a publié hier matin son RN du T2 2020, qui a été de 103 M€ (-57%), inférieur aux attentes (consensus 165 M€, notre prévision 145 M€). Une partie importante de l’écart par rapport aux prévisions initiales provient de la réassurance, ce qui n’est pas une surprise puisque Hannover Re a déjà publié son RN du T2 mercredi dernier. Le RO total des activités d’assurance hors réassurance a été de 131 M€ au T2 202...
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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