reports
Swiss Re AG: 1 director
A director at Swiss Re AG sold 625 shares at 124.354CHF and the significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showi...
Lebensversicherungen treiben dank anhaltend höherer Zinsen weltweites ...
Swiss Re Ltd / Schlagwort(e): Prognose/Marktbericht Lebensversicherungen treiben dank anhaltend höherer Zinsen weltweites Prämienwachstum, sagt Swiss Re Institute 19.11.2024 / 10:00 CET/CEST Globale Versicherungsprämien dürften 2025 und 2026 jeweils um 2,6% wachsen; höhere Zinsen, insbesondere in den USA, unterstützen die Profitabilität der Versicherer Wachstum vor allem dank Lebensversicherungssparte, wo Prämien in den kommenden zwei Jahren weltweit um 3% pro Jahr steigen dürften, mehr als doppelt so schnell wie in den letzten zehn Jahren Swiss Re Institute rechnet für...
Life insurance drives global premium growth as interest rates remain h...
Swiss Re Ltd / Key word(s): Forecast/Market Report Life insurance drives global premium growth as interest rates remain higher for longer, says Swiss Re Institute 19.11.2024 / 10:00 CET/CEST Total global insurance premiums set to grow at 2.6% annually in 2025 and 2026, with elevated interest rates, mainly in the US, supporting insurers' profitability Premium growth primarily driven by life insurance, which is forecast to grow globally by 3% per year, more than double the rate of the past ten years Swiss Re Institute forecasts solid global economic growth of 2.8% for 2025...
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/18/2024
As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SREN SWISS RE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
BC8 BECHTLE AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AGN AEGON N.V.
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/11/2024
Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SREN SWISS RE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
BC8 BECHTLE AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AGN AEGON N.V.
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Swiss Re : We lift estimates and TP on better technical profit outlook...
>Q3 2024 digested substantial reserve additions in P/C reinsurance - Swiss Re reported Q3 24 NP attributable to common shareholders of $ 102m, in line with preliminary results which disclosed $ 2.45bn reserve additions to US liability exposures in the quarter. Initial consensus expectation stood at $ 835m. Underlying technical profits were strong in all three segments. We increase our 2025e EPS estimate by 7.5% based on a markedly better underlying technical profit ou...
Überschwemmungsrisiko: Schutzmassnahmen bis zu zehnmal kostengünstiger...
Swiss Re Ltd / Schlagwort(e): Research Update Überschwemmungsrisiko: Schutzmassnahmen bis zu zehnmal kostengünstiger als Wiederaufbau 11.11.2024 / 10:00 CET/CEST Das Risiko von Überschwemmungen dürfte durch Klimawandel und Zersiedelung zunehmen Der wirtschaftliche Nutzen von Anpassungsmassnahmen kann bis zu zehnmal so hoch sein wie die Kosten des Wiederaufbaus nach einer Flutkatastrophe Deiche können Flutschäden um 60% bis 90% verringern, insbesondere in dicht besiedelten Gebieten Zürich, 11 November 2024 – Naturkatastrophen verursachten im Jahr 2023 weltweit wirtschaftl...
Flood risk: protective measures up to ten times more cost-effective th...
Swiss Re Ltd / Key word(s): Research Update Flood risk: protective measures up to ten times more cost-effective than rebuilding 11.11.2024 / 10:00 CET/CEST Flood risk is set to increase due to climate change and urban sprawl Economic benefits of flood adaptation measures can be up to ten times the costs of post-disaster rebuilding Dykes can reduce flood damage by 60-90%, especially in densely populated regions Zurich, 11 November 2024 – Economic losses caused by natural catastrophes reached an estimated USD 280 billion in 2023, with USD 51.6 billion due to floods, accord...
Swiss Re agrees to sell iptiQ's European P&C business to Allianz Direc...
Swiss Re Ltd / Key word(s): Mergers & Acquisitions Swiss Re agrees to sell iptiQ's European P&C business to Allianz Direct 05.11.2024 / 09:00 CET/CEST The transaction relates to the Luxembourg-based risk carrier (iptiQ EMEA P&C S.A.) and its Property & Casualty (P&C) operations in multiple European markets The transaction is expected to close in Q2/Q3 2025, subject to customary closing conditions, including regulatory approvals Zurich, 5 November 2024 – Swiss Re agrees to sell iptiQ's European P&C business to Allianz Direct, in line with its strategic decision to withdra...
Swiss Re einigt sich über Verkauf des europäischen P&C-Geschäfts von i...
Swiss Re Ltd / Schlagwort(e): Fusionen & Übernahmen Swiss Re einigt sich über Verkauf des europäischen P&C-Geschäfts von iptiQ an Allianz Direct 05.11.2024 / 09:00 CET/CEST Die Transaktion beinhaltet den in Luxemburg ansässigen Versicherungsträger (iptiQ EMEA P&C S.A.) und sein Property & Casualty (P&C) Geschäft in mehreren europäischen Märkten Der Abschluss der Transaktion wird für das 2. oder 3. Quartal 2025 erwartet, vorbehaltlich der üblichen Abschlussbedingungen, einschliesslich der aufsichtsrechtlichen Genehmigungen. Zürich, 5. November 2024 – Swiss Re einigt sich ü...
Covid-19 may lead to longest period of peacetime excess mortality, say...
Swiss Re Ltd / Key word(s): Research Update Covid-19 may lead to longest period of peacetime excess mortality, says new Swiss Re report 16.09.2024 / 10:00 CET/CEST Report suggests potential excess mortality in the general population of up to 3% for the US by 2033 and 2.5% in the UK, the longest period of elevated peacetime excess mortality in the US Key driver of excess mortality is the lingering impact of COVID-19; both as a direct cause of death, and as a contributor to cardiovascular mortality Reducing the impact of COVID-19 on elderly and vulnerable populations will ...
Covid-19 könnte laut neuem Bericht von Swiss Re zur längsten Übersterb...
Swiss Re Ltd / Schlagwort(e): Research Update Covid-19 könnte laut neuem Bericht von Swiss Re zur längsten Übersterblichkeitsphase in Friedenszeiten führen 16.09.2024 / 10:00 CET/CEST Bericht sieht in den USA mögliche Übersterblichkeit in der Allgemeinbevölkerung von bis zu 3% und in Grossbritannien von 2,5% bis 2033, das wäre die längste Phase mit erhöhter Übersterblichkeit in Friedenszeiten in den USA Hauptursache der Übersterblichkeit sind die anhaltenden Auswirkungen von COVID-19 – als direkte Todesursache wie auch als Faktor für die Herz-Kreislauf-Sterblichkeit Dami...
Swiss Re sees increasing demand for reinsurance in volatile environme...
Swiss Re Ltd / Key word(s): Market Report/Miscellaneous Swiss Re sees increasing demand for reinsurance in volatile environment 09.09.2024 / 07:00 CET/CEST Growing demand for protection in property and specialty lines driven by elevated natural catastrophe risks, macroeconomic instability and politically charged environment Refined data and modelling, as well as optimised capital management important topics in the current environment In casualty, elevated litigation environment in the US a growing concern for the industry Monte Carlo, 9 September 2024 – As the insurance...
Swiss Re sieht steigende Nachfrage nach Rückversicherung in volatilem ...
Swiss Re Ltd / Schlagwort(e): Marktbericht/Sonstiges Swiss Re sieht steigende Nachfrage nach Rückversicherung in volatilem Umfeld 09.09.2024 / 07:00 CET/CEST Wachsende Nachfrage nach Absicherung in Sach- und Spezialsparten aufgrund erhöhter Naturkatastrophenrisiken, makroökonomischer Instabilität und politisch aufgeladenem Umfeld Verfeinerte Daten und Modellierung sowie optimiertes Kapitalmanagement sind im aktuellen Umfeld wichtige Themen In der Haftpflichtversicherung ist der Trend zu höheren Schadenersatzurteilen in den USA ein wachsendes Problem für die Branche Mont...
Litigation costs drive US liability claims by 57% over past decade, re...
Swiss Re Ltd / Key word(s): Research Update Litigation costs drive US liability claims by 57% over past decade, reveals Swiss Re Institute 07.09.2024 / 14:00 CET/CEST Social inflation exceeds economic inflation in driving growth of US liability claims, peaking at 7% in 2023 for first time in two decades Social inflation emerging as main driver behind rising US liability claims, leading to underwriting losses, heightened uncertainty and reduced insurance capacity for businesses across the world Signs of social inflation impacting the UK, Australia and Canada due to expan...
Prozesskosten führten laut Swiss Re Institute zu Anstieg der US-Haftpf...
Swiss Re Ltd / Schlagwort(e): Research Update Prozesskosten führten laut Swiss Re Institute zu Anstieg der US-Haftpflichtschäden um 57% in den vergangenen zehn Jahren 07.09.2024 / 14:00 CET/CEST Soziale Inflation trägt stärker als wirtschaftliche Inflation zum Anstieg der US-Haftpflichtschäden bei und stieg 2023 erstmals seit zwei Jahrzehnten auf 7% Soziale Inflation erweist sich als Hauptursache für Anstieg der US-Haftpflichtschäden; das führt weltweit zu versicherungstechnischen Verlusten, erhöhter Unsicherheit und verringerter Versicherungskapazität für Unternehmen ...
- Stephane Beyazian
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
SREN SWISS RE AG
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
HAL HAL TRUST
DTE DEUTSCHE TELEKOM AG
ITX INDUSTRIA DE DISENO TEXTIL S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
AGN AEGON N.V.
- Stephane Beyazian
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
SREN SWISS RE AG
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
HAL HAL TRUST
DTE DEUTSCHE TELEKOM AG
ITX INDUSTRIA DE DISENO TEXTIL S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
AGN AEGON N.V.
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Swiss Re : Solid technical profits support further build-up of reserve...
>Q2 2024 net profit ahead of expectations - Swiss Re reported Q2 2024 results on 22 August ahead of expectations. Group net profit attributable to common shareholders came to $ 996m in Q2 2024 and compares to the $ 925m consensus and our $ 919m estimate. Underlying technical profitability was strong throughout the group. Very low nat cat claims were used to buffer up reserves in P/C reinsurance and Corporate Solutions. SST ratio was indicated to stand comfortably abov...
Severe thunderstorms drive insured losses to USD 60 billion in first h...
Swiss Re Ltd / Key word(s): Research Update Severe thunderstorms drive insured losses to USD 60 billion in first half of 2024, Swiss Re Institute estimates 07.08.2024 / 10:00 CET/CEST Global insured losses from natural catastrophes at USD 60 billion in first half of 2024, 62% above ten-year average First half of 2024 second costliest on record for insured losses from severe thunderstorms, with USD 42 billion; 87% higher than 10-year average Severe thunderstorms, mainly in the US, accounted for 70% of insured losses globally Zurich, 7 August 2024 – A high frequency of small...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.