GJF reported a somewhat mixed Q3 report, with a small miss on the underwriting result compounded by the pension segment, investment result and other income also coming in below expectations. In terms of estimate changes on the back of the report the picture is more benign though and for our part a 1% increase in our estimated insurance revenues for FY26 offsets slightly higher frequency loss assumptions and leaves our EPS broadly unchanged at NOK 15.4/15.7 for FY26/27. We suspect it will be simi ....
