Q3e: harsh weather to hit reported CR, but also weaker underlying. Adj. EPS'23e down 23%, '24e-'25e up ~1% (premiums & financials). Lack of real earnings growth makes yield too low - HOLD
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Author:
ABGSC Financials Research | Jan Erik Gjerland
Pages:
9
Q3e: harsh weather to hit reported CR, but also weaker underlying. Adj. EPS'23e down 23%, '24e-'25e up ~1% (premiums & financials). Lack of real earnings growth makes yield too low - HOLD
