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ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
SFAB SOLID FORSAKRINGSAKTIEBOLAG
01/29/25 January 29, 2025 1 EN
ABGSC Small Cap Research ... (+4)
  • ABGSC Small Cap Research
  • Karl Bokvist
  • Nikola Kalanoski
  • Simon Jönsson
COOR COOR SERVICE MANAGEMENT HOLDING AB
CTT CTT SYSTEMS AB
PREV B PREVAS B
CATE CATENA AB
GENI GENERIC SWEDEN AB PUBL
DUST DUSTIN GROUP AB
EKTA B ELEKTA AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
BONEX BONESUPPORT HOLDING AB
MIPS MIPS AB
BOOZT BOOZT AB
A2DRL9 SDIPTECH AB B
2020 2020 BULKERS LTD
FRACTL FRACTAL GAMING GROUP AB
RUG RUGVISTA GROUP AB
PACT PROACT IT GROUP
SFAB SOLID FORSAKRINGSAKTIEBOLAG
NOLA B NOLATO AB
HEM HEMNET GROUP AB (PUBL)
SLP B SWEDISH LOGISTIC PROPERTY AB
ITECH I-TECH AB
VESTUM VESTUM AB
ACAST-SE ACAST
SECT.B-SE SECTRA
GREEN GREEN LANDSCAPING GROUP AB (PUBL)
01/10/25 January 10, 2025 1 EN
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland
ALMB ALM. BRAND AS
STB STOREBRAND ASA
TRYG TRYG A/S
PROT PROTECTOR FORSIKRING AS
GJF GJENSIDIGE FORSIKRING ASA
SFAB SOLID FORSAKRINGSAKTIEBOLAG
SAMPO SAMPO OYJ
11/12/24 November 12, 2024 1 EN
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
SFAB SOLID FORSAKRINGSAKTIEBOLAG
10/24/24 October 24, 2024 1 EN
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
SFAB SOLID FORSAKRINGSAKTIEBOLAG
10/24/24 October 24, 2024 1 EN
ABGSC Financials Research ... (+4)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland
  • Patrik Brattelius
ALMB ALM. BRAND AS
TRYG TRYG A/S
GJF GJENSIDIGE FORSIKRING ASA
SFAB SOLID FORSAKRINGSAKTIEBOLAG
SAMPO SAMPO OYJ
10/08/24 October 8, 2024 1 EN
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
PREMIUM
SFAB SOLID FORSAKRIN...

Assistance & Personal Safety lead the way

Assistance and Personal Safety lead the way. Underwriting to grow at a CAGR of 4% until 2026. BUY reiterated with unchanged TP of SEK 100.

SFAB SOLID FORSAKRINGSAKTIEBOLAG
10/08/24 October 8, 2024 1 EN
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland
PREMIUM
ALMB ALM. BRAND AS
STB STOREBRAND ASA ... (+9)

Insurance trip: 14 insurers in three days

High price increases in non-life = margin expansion; Attractive dividend levels to come from life units; BUY stability from Sampo/Tryg; earnings growth STB/GJF

ALMB ALM. BRAND AS
STB STOREBRAND ASA
TRYG TRYG A/S
PROT PROTECTOR FORSIKRING AS
GJF GJENSIDIGE FORSIKRING ASA
DNB DNB ASA
SFAB SOLID FORSAKRINGSAKTIEBOLAG
MANTA MANDATUM OYJ
SAMPO SAMPO OYJ
09/06/24 September 6, 2024 1 EN
ABGSC Small Cap Research ... (+4)
  • ABGSC Small Cap Research
  • Karl Bokvist
  • Nikola Kalanoski
  • Simon Jönsson
COOR COOR SERVICE MANAGEMENT HOLDING AB
CTT CTT SYSTEMS AB
PREV B PREVAS B
CATE CATENA AB
GENI GENERIC SWEDEN AB PUBL
DUST DUSTIN GROUP AB
EKTA B ELEKTA AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
BONEX BONESUPPORT HOLDING AB
MIPS MIPS AB
BOOZT BOOZT AB
A2DRL9 SDIPTECH AB B
2020 2020 BULKERS LTD
FRACTL FRACTAL GAMING GROUP AB
RUG RUGVISTA GROUP AB
PACT PROACT IT GROUP
SFAB SOLID FORSAKRINGSAKTIEBOLAG
NOLA B NOLATO AB
HEM HEMNET GROUP AB (PUBL)
SLP B SWEDISH LOGISTIC PROPERTY AB
ITECH I-TECH AB
VESTUM VESTUM AB
ACAST-SE ACAST
SECT.B-SE SECTRA
GREEN GREEN LANDSCAPING GROUP AB (PUBL)
09/04/24 September 4, 2024 1 EN
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
PREMIUM
SFAB SOLID FORSAKRIN...

More proof that discount to peers will narrow

Robust Q2 beat, driven by investment portfolio. 2025e-26e top line cut 4-8% from end of Power partnership. Market leader at a discount, reiterate BUY.

SFAB SOLID FORSAKRINGSAKTIEBOLAG
07/19/24 July 19, 2024 1 EN
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
SFAB SOLID FORSAKRINGSAKTIEBOLAG
07/18/24 July 18, 2024 1 EN
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
PREMIUM
SFAB SOLID FORSAKRIN...

Discount to shrink as growth accelerates

Premium income to pick up in H2'24e. Minor estimate tweaks, attractive earnings scenario intact. TP raised to SEK 100 (90), reiterate BUY.

SFAB SOLID FORSAKRINGSAKTIEBOLAG
07/09/24 July 9, 2024 1 EN
ABGSC Small Cap Research ... (+2)
  • ABGSC Small Cap Research
  • Karl Bokvist
CTT CTT SYSTEMS AB
PREV B PREVAS B
CATE CATENA AB
GENI GENERIC SWEDEN AB PUBL
DUST DUSTIN GROUP AB
EKTA B ELEKTA AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
BONEX BONESUPPORT HOLDING AB
MIPS MIPS AB
BOOZT BOOZT AB
A2DRL9 SDIPTECH AB B
FRACTL FRACTAL GAMING GROUP AB
RUG RUGVISTA GROUP AB
PACT PROACT IT GROUP
SFAB SOLID FORSAKRINGSAKTIEBOLAG
NOLA B NOLATO AB
TDVOX TOBII DYNAVOX AB
SLP B SWEDISH LOGISTIC PROPERTY AB
ITECH I-TECH AB
VESTUM VESTUM AB
2020-NO 2020 BULKERS LTD.
ACAST-SE ACAST
GREEN-SE GREEN LANDSCAPING GROUP
SECT.B-SE SECTRA
COOR-SE COOR SERVICE MANAGEMENT
HEM-SE HEMNET GROUP
05/31/24 May 31, 2024 1 EN
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
PREMIUM
SFAB SOLID FORSAKRIN...

Investment portfolio excels

Robust Q1 beat, driven by investment portfolio. We increase adj. EPS by 0-5% for 2024e-26e. Market leader at a discount, reiterate BUY.

SFAB SOLID FORSAKRINGSAKTIEBOLAG
04/25/24 April 25, 2024 1 EN
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
SFAB SOLID FORSAKRINGSAKTIEBOLAG
04/25/24 April 25, 2024 1 EN
Jan Erik Gjerland ... (+2)
  • Jan Erik Gjerland
  • Patrik Brattelius
PREMIUM
SFAB SOLID FORSAKRIN...

Solid Försäkring - Strong Q3, attractive earnings outlook

ATH technical result, ATL combined ratio Underlying estimates hiked by 2-3% for ’23e-’24e Story intact, valuation attractive, BUY

SFAB SOLID FORSAKRINGSAKTIEBOLAG
10/25/22 October 25, 2022 1 EN
Jan Erik Gjerland ... (+2)
  • Jan Erik Gjerland
  • Patrik Brattelius
PREMIUM
SFAB SOLID FORSAKRIN...

Solid Försäkring - Premium growth & low cost ratio drive Q3 beat

Q3 Technical result +21% vs. ABGSC… …driven by premium growth and an improving cost ratio Cons. estimates up by 5-8%, share up today

SFAB SOLID FORSAKRINGSAKTIEBOLAG
10/25/22 October 25, 2022 1 EN
Hanna Skolt ... (+3)
  • Hanna Skolt
  • Jan Erik Gjerland
  • Patrik Brattelius
PREMIUM
SAMPO Sampo Oyj Class...
TRYG TRYG A/S ... (+5)

Sector Report - Strong near-term underwriting trends in Q3…

Q3e: Benign underwriting (UW), tougher financials Valuation now undemanding vs. Nordic peers - HOLD

SAMPO SAMPO OYJ CLASS A
TRYG TRYG A/S
TOP TOPDANMARK A/S
GJF GJENSIDIGE FORSIKRING ASA
SFAB SOLID FORSAKRINGSAKTIEBOLAG
10/03/22 October 3, 2022 1 EN
Jan Erik Gjerland ... (+2)
  • Jan Erik Gjerland
  • Patrik Brattelius
PREMIUM
SFAB SOLID FORSAKRIN...

Solid Försäkring - Still strong, still cheap

Q3’22e underwriting result +30% y-o-y Cutting premium income by 1% for 2023e-24e Low valuation with attractive yield, reiterate BUY

SFAB SOLID FORSAKRINGSAKTIEBOLAG
10/03/22 October 3, 2022 1 EN
Hanna Skolt ... (+2)
  • Hanna Skolt
  • Jan Erik Gjerland
PREMIUM
SAMPO Sampo Oyj Class...
STB STOREBRAND ASA ... (+5)

Sector Fast Comment - Non-life Norway: Market share trends Q2’22

GJF and Tryg lost q-o-q, If and smaller players gained Commercials drive growth; expect further comp in Private Prefer Sampo, Tryg and Solid; fund with Top and GJF

SAMPO SAMPO OYJ CLASS A
STB STOREBRAND ASA
TRYG TRYG A/S
GJF GJENSIDIGE FORSIKRING ASA
SFAB SOLID FORSAKRINGSAKTIEBOLAG
08/22/22 August 22, 2022 1 EN
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