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ABGSC Financials Research ... (+5)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland
  • Patrik Brattelius
  • Simon Brun
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland

Insurance trip: 16 insurers in three days

Non-life have price increases > inflation in all markets, most in Norway. Life insurance growth with rapid growth & dividend payments. Prefer ALMB, Sampo, Solid, Tryg among non-life; STB for life

ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+4)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+4)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+4)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland
  • Patrik Brattelius
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius

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.

ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland

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

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