ALIZF News and Press, Allianz SE From 12/04/18

By Breakingviews Patrick Drahi's financial engineering makes Europe's other telecom bosses seem idle. A 30 billion euro debt pile admittedly forces the founder and controlling shareholder of Altice (ATCEY) to be creative. The tycoon has nonetheless come out top from his latest sale. Alti...

Introduction Over the past two years, I have spent intensively most of my spare time building out a methodology that matches my risk profile and investment horizon. But as you already know, an investment portfolio is never finished, and further improvements can always be made to reduce the r...

The world's top asset managers list is seeing many familiar faces, some are pure/predominant asset managers while others are either banks - e.g. JPMorgan ( JPM ), Goldman Sachs ( GS ), Deutsche Bank ( DB ) - or insurers, such as Allianz ( ALIZF ), Axa ( AXAHF , AXAHF ), and Prudential Financi...

Hudson Pacific Properties (NYSE: HPP ) and Allianz ( OTCPK:ALIZF ) Real Estate form a joint venture to acquire a leasehold interest in the land and improvements of the historic Ferry Building from Blackstone Group's (NYSE: BX ) Equity Office for $291M. More news on: Hudson Pacific Properti...

2018 has been a busy year when it comes to insurance sector M&A, and further consolidation could be on the way. French reinsurer SCOR (ADR: OTCPK:SCRYY ), which trades primarily on Euronext Paris, could be a takeover target. In fact, SCOR was the target of a friendly bid last month....

The following slide deck was published by Allianz SE ADR in conjunction with their 2018 Q2 earnings Read more ...

In most cases, insurance companies are not a very good investment as these companies hardly manage to build a wide moat (or even a narrow moat) around the business. The missing moat makes it hard to ensure above average profits. Insurance companies are very similar to companies selling a commo...

Altice Europe ( OTCPK:ATCEY ) has come to a €2.5B deal to sell equity stakes in its telecommunication tower businesses in France and Portugal. More news on: ALTICE S A ADR, KKR, The Blackstone Group L.P., Tech stocks news, Global news and forex, Read more ...

KKR is near a deal for a stake in the communications towers subsidiary of Altice ( OTCPK:ATCEY ), Reuters reports. More news on: KKR, ALTICE S A ADR, Altice USA, Read more ...

The following slide deck was published by Allianz SE ADR in conjunction with their 2018 Q1 earnings Read more ...