Here is what I believe to be the best possible Sampo stock analysis, in the style of an Inderes analyst. Sampo exceeded expectations with its Q2 results, mainly due to investment income, while the profitability of its insurance operations remained strong. In the interim report, it was stated that If P&C’s investment income significantly exceeded forecasts, which was the main reason for the earnings beat. In the Nordic countries, insurance profitability remained excellent despite being impacted by large claims. Forecast changes remained moderate, but Sampo raised its annual forecast by 4% due to higher-than-expected investment income. Inderes considers the risk/reward ratio to be neutral, thus maintaining the reduce recommendation and raising the target price to EUR 41 Inderes Sampo Q2'24: Insurance pays off - Inderes Sampo's result was well above expectations due to investment income. Profitability in the insurance businesses remained strong and changes in forecasts for the coming years were relatively moderate.

Tack att du delade videon! Det var intressant att höra att If kan göra sjukförsäkringar till en lönsam affär. Många konkurrenter har indikerat att de inte är lönsamma. Jag fick inte helt klart för mig, men kanske är det den stora storleken som gör det möjligt. Det är bättre att lyckas med Topdanmarks synergier, annars blir affären dyr! Men, Sampo har alltid levererat vad de lovat.

Verneri Pulkkinen intervjuade Sampos CFO efter Q2-resultatet. Inderes Sampo Q2'24: Topdanmark in Focus - Inderes Time: 2024-08-07 14:02 Sampo continued its steady performance. The most significant recent news is the acquisition of Topdanmark. Sampo's CFO Knut Arne Alsaker commented on Topdanmark, the profitability of Hastings, and the profitability of health... 00:00 Q2 development 01:05 Premium growth 02:20 Investment returns 04:05 Personal insurance profitability 08:00 Hastings profitability 10:37 Topdanmark 13:25 Synergies

Här är en ny analys av bolaget, läs den om du är intresserad av bolaget som en investering. Inderes analyser är verkligen av hög kvalitet. Inderes Sampo: The stalemate is finally resolved - Inderes Sampo announced on Monday that it has signed the long-awaited merger agreement with Topdanmark, which will increase its holding in the company to 100% from the previous 48.9%. In practice, Sampo acquires Topdanmark and merges its P&C insurance...

Inderes How to calculate Sampo’s operating EPS - Inderes At the Capital Markets Day held on 6 March 2024, Sampo introduced operating EPS growth as one of the main financial targets for the 2024-2026 strategic period. We aim to grow operating EPS by more than 7 per cent annually on average over the period.

If you’re interested in Sampo as an investment, make sure to click and check these out. In connection with Sampo’s exchange offers to Topdanmark shareholders, and ahead of the expected expiration of the offer period on the 9th of September, we hosted a Q&A session with Sampo’s Head of Investor Relations, Sami Taipalus. The purpose of the event was to provide investors with a better understanding of the deal and to answer some of the most frequently asked questions about the transactions. Inderes Sampo – Recording of Q&A session with Head of Investor Relations Sami... In connection with Sampo's exchange offers to Topdanmark shareholders, and ahead of the expected expiration of the offer period on the 9th of September, we hosted a Q&A session with Sampo's Head of Investor Relations, Sami Taipalus.

Att Sampo sneglat på Topdanmark mer än länge är, som @Kasper_Mellas uttrycker det en “publicly known secret”… Att väljer att ta “steget ut”, dvs till next level och ett 100% igt ägandeskap är ingen slump. Här några snabbkommentarer på ämnet: