07/07/26 -"Privatisation"
07/07/26 -"Privatisation"
• The 'de-Kesslerisation', or migration towards the dynamics of the reinsurance sector, is under way.
• The effects have yet to be fully felt... both in terms of operating performance and solvency, and ultimately its capital base.
• If, in addition, CEO Thierry Léger manages to capitalise on large-scale data management, then his strategic freedom will increase further...
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 |