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

06 Sep 2024
Insurance trip: 14 insurers in three days
Sampo Oyj (SAMPO:HEL), 0 | STOREBRAND (STB:STO), 0 | Storebrand ASA (STB:OSL), 0 | Tryg (TRYG:CPH), 0 | Tryg A/S (TRYG:CSE), 0 | Solid Forsakringsaktiebolag (SFAB:OME), 0 | GJENSIDIGE FORSIKRING (GJF:STO), 0 | Gjensidige Forsikring ASA (GJF:OSL), 0 | Protector Forsikring ASA (PROT:OSL), 0 | DNB Bank ASA (DNB:OSL), 0 | Alm. Brand A/S (ALMB:CSE), 0 | Mandatum Oyj (MANTA:HEL), 0 | Alm. Brand A/S (1AM:FRA), 0 | Protector Forsikring ASA (0JXF:LON), 0

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Insurance trip: 14 insurers in three days
Sampo Oyj (SAMPO:HEL), 0 | STOREBRAND (STB:STO), 0 | Storebrand ASA (STB:OSL), 0 | Tryg (TRYG:CPH), 0 | Tryg A/S (TRYG:CSE), 0 | Solid Forsakringsaktiebolag (SFAB:OME), 0 | GJENSIDIGE FORSIKRING (GJF:STO), 0 | Gjensidige Forsikring ASA (GJF:OSL), 0 | Protector Forsikring ASA (PROT:OSL), 0 | DNB Bank ASA (DNB:OSL), 0 | Alm. Brand A/S (ALMB:CSE), 0 | Mandatum Oyj (MANTA:HEL), 0 | Alm. Brand A/S (1AM:FRA), 0 | Protector Forsikring ASA (0JXF:LON), 0
- Published:
06 Sep 2024 -
Author:
ABGSC Financials Research | Jan Erik Gjerland | Fredrik Flørnes Støle -
Pages:
14 -
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