Swiss Life : Swiss Life is more than just a life insurer

In this difficult market environment, Swiss Life will continue to stand as a rock in the surf and a safe haven for investors (impressive long term outperformance vs SXIP index of 659%). We see the company achieve or even exceed its 2027 financial targets: 1/ the capital-light and high ROE-generating fee business, which is the growth driver, should reach c.50% of operating profit by 2027, 2/ ROE target range stands at 17-19% (ODDO BHF 2027e: 20%), 3/ cash remittance of CHF 3.6-3.8bn (+28% vs “Swiss Life 2024”, ODDO BHF: CHF 3.8bn). The company will remain shareholder friendly (pay out >75% vs ...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 05/21/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 21/05/2025

AC ENERGY CORP increases its risk exposure and slightly lowers to Neutral

AC ENERGY CORP (PH), a company active in the Alternative Electricity industry, now shows a lower overall rating. The independent financial analyst theScreener confirms the fundamental rating of 4 out of 4 stars. However, the market behaviour deterioration triggered a risk requalification, which can be thus described as moderately risky. theScreener believes that increased risk justifies the general evaluation downgrade to Neutral. As of the analysis date April 8, 2022, the closing price was PHP 8.54 and its expected value was estimated at PHP 8.53.

With a more favourable environment, VUKILE PROPERTY improves to Positive

VUKILE PROPERTY (ZA), a company active in the Real Estate Holding & Development industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Positive. As of the analysis date April 5, 2022, the closing price was ZAR 13.72 and its potential was estimated at ZAR 15.16.

An unfavourable environment weighs on ROYAL BAFOKENG PLATINUM, which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of ROYAL BAFOKENG PLATINUM (ZA), active in the Platinum & Precious Metals industry. As regards its fundamental valuation, the title still shows 0 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date April 5, 2022, the closing price was ZAR 159.78 and its target price was estimated at ZAR 127.50.