AGEAS


HEALTH CHECK

16/05/24 -"As we have consistently argued over the last 3 years, Health stocks (ex Pharma) are long on growth promises and short on delivery. The gap stems from the fact that delivery hinges on buying the next ..."

Pages
51
Language
English
Published on
16/05/24
You may also be interested by these reports :
17/06/24
Sampo has announced a combination agreement to acquire the remaining outstanding shares of Topdanmark in an all-share deal. Sampo, which currently ...

12/06/24
We have incorporated the FY23 results into our model and increased our estimates for 2024 and 2025. We are also now extending our model to include ...

10/06/24
Zurich Insurance Group (Add; Switzerland) is one of the top five global insurers excluding China. With revenues of $56.1bn for 2023, Zurich considers ...

30/05/24
We have updated our Ageas model, incorporating the FY23 results and extending the model to 2026. We continue to be concerned about the company’s cash ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO