reports
Zurich Insurance Group AG: 1 director
A director at Zurich Insurance Group AG sold 2,000 shares at 595.738CHF and the significance rating of the trade was 100/100. 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 ye...
- Baptiste Lebacq
- Bruno Cavalier
- Thomas Zlowodzki
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
TUB TUBACEX S.A.
ASM ASM INTERNATIONAL N.V.
SOC SUBSEA 7 S.A.
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
AENA AENA SME SA
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
PRX PROSUS N.V. CLASS N
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
DSY DASSAULT SYSTEMES SA
SPM SAIPEM S.P.A.
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
VIRI VIRIDIEN
- Baptiste Lebacq
- Bruno Cavalier
- Thomas Zlowodzki
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
TUB TUBACEX S.A.
ASM ASM INTERNATIONAL N.V.
SOC SUBSEA 7 S.A.
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
AENA AENA SME SA
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
PRX PROSUS N.V. CLASS N
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
DSY DASSAULT SYSTEMES SA
SPM SAIPEM S.P.A.
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
VIRI VIRIDIEN
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
- Benoit Valleaux
- Marc Lavaud
- Roland Pfaender
- MBA
- CFA
- CCRA
- Benoit Valleaux
- Marc Lavaud
- Roland Pfaender
- MBA
- CFA
- CCRA
- Emna Ben Bdira
- Marc Lavaud
- Maxime Kogge
- Emna Ben Bdira
- Marc Lavaud
- Maxime Kogge
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
- Jerôme Bodin
- Jerôme Bodin
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Zurich Insurance : Solid H1 2024 results with some headwinds from nat ...
>H1 2024 BOP was $ 3,988, 2% above consensus - Zurich reported a BOP of $ 3,988m for H1 2024 which beat the $ 3,918m consensus forecast and our $ 3,864m estimate. The result was driven by strong contributions from the life and farmers segments and was further helped by a lower drag from group functions & operations. Zurich’s core P/C insurance business fell short of expectations as high weather related claims burdened its technical profits. The group SST ratio was 23...
- Jean Danjou
ZURN ZURICH INSURANCE GROUP LTD
MC LVMH MOET HENNESSY LOUIS VUITTON SE
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
SCR SCOR SE
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Jean Danjou
ZURN ZURICH INSURANCE GROUP LTD
MC LVMH MOET HENNESSY LOUIS VUITTON SE
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
SCR SCOR SE
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Zurich Insurance : Key Q1 2024 sales figures point to volume growth an...
>P/C insurance with strong growth in commercial and retail business - Zurich reported strong growth in commercial and retail business for Q1 2024. Insurance revenue increased 8% in commercial and 10% in retail. On a l-f-l basis P/C revenues increased by 12% y-o-y. In commercial, rates increased on average by 5% with the key driver being North America with 8% rate increases, including commercial auto where rates were up by 14%. In retail, rates were up by 5%, including...
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/28/2024
Double materiality, climate transition plan, the value chain: the CSDR is set to revolutionise ESG reporting as of 2025. It should accelerate the sustainable transformation of the most committed companies and act as a weapon against greenwashing for the most reticent. The audit requirements guarantee a level of quality for data, but it will take several years before investors begin to reap all of the benefits. - ...
RNO RENAULT SA
ZURN ZURICH INSURANCE GROUP LTD
EN BOUYGUES SA
RXL REXEL SA
AGS AGEAS SA/NV
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
UCB UCB S.A.
ASM ASM INTERNATIONAL N.V.
GAS NATURGY ENERGY GROUP S.A.
AENA AENA SME SA
WLN WORLDLINE SA
VOD VODAFONE GROUP PLC
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
FER FERROVIAL SA
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/02/2024
Double matérialité, transition climat, chaîne de valeur : la CSRD va révolutionner le reporting ESG, dès 2025. Elle devrait accélérer la transformation des entreprises les plus engagées et servir d’arme anti-greenwashing à l’encontre des plus réticentes. Les exigences d’audit garantissent une certaine qualité des données, mais il faudra patienter quelques années pour que les investisseurs en tirent tous les bénéfices. - ...
RNO RENAULT SA
ZURN ZURICH INSURANCE GROUP LTD
EN BOUYGUES SA
RXL REXEL SA
AGS AGEAS SA/NV
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
UCB UCB S.A.
ASM ASM INTERNATIONAL N.V.
GAS NATURGY ENERGY GROUP S.A.
EDW EDP RENOVAVEIS SA
AENA AENA SME SA
WLN WORLDLINE SA
VOD VODAFONE GROUP PLC
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
FER FERROVIAL SA
UN0 UNIPER SE
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Zurich Insurance : Farmers and volume growth in P/C and Life insurance...
>Increasing estimates following FY 2023 results reporting - We have revisited our estimates for Zurich following a mixed bag of FY 2023 results in which Zurich reported group BOP 3.5% above the consensus at $ 7,381m but also reported a net attributable profit of $ 4,351m which stood 11.7% shy of consensus estimate. Based on higher run-rate assumptions for Life and Farmers and higher more normalised estimates for mark-to- market investment income, we lift our net profi...
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
EDEN EDENRED SA
ZURN ZURICH INSURANCE GROUP LTD
SW SODEXO SA
AGN AEGON NV
BRBY BURBERRY GROUP PLC
ISP INTESA SANPAOLO S.P.A.
SY1 SYMRISE AG
WPP WPP PLC
ANA ACCIONA SA
UCG UNICREDIT S.P.A.
LEG LEG IMMOBILIEN AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
SIE SIEMENS AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/17/2023
The conflict in the Middle East inevitably results in pressure on fossil fuel markets (oil and gas). Since the withdrawal of gas volumes from Russia, offset to some extent by LNG imports from the US, Australia and Qatar, the risk is that the current geopolitical situation might lead to a second gas shock, which could trigger a fresh rise in gas prices with a knock-on effect on electricity prices. In this scenario, the sensitivity of each group to prices would confirm our sector hierar...
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