AXAHY News and Press, Axa ADR From 11/04/22

Summary Valuation is core to everything that I do - second to nothing. The current valuation trends on a high level, for the overall stock markets, show very clear indications. Those indications are that several markets are currently significantly undervalued - on a very broad bas...

AXA SA press release ( OTCQX:AXAHY ): Q3 solvency II ratio3 was 225% as of September 30, 2022, down 2 points versus June 30, 2022. Revenue of Є78.4B (+3.2% Y/Y). For further details see: AXA SA reports Q3 results

Summary We like insurance companies. We model a recession with two scenario implications. There is no Generali among the insurance companies that yield 10%, we prefer AXA and Zurich. Here at the Lab, we very much like the insurance business. Why? The reason is alwa...

AllianceBernstein Holding ( NYSE: AB ) said its preliminary assets under management increased 6.5% during the month to $689B as of July 31, driven by market appreciation and its July 1 acquisition of CarVal investors. The increases were partly offset by firm-wide net outfl...

The EUFN ETF is supposed to allow exposure to European financials, but it has a major allocation to HSBC. The other exposures look solid and are well positioned for the rate environment. But HSBC is majorly Asia and China focused, and the Chinese government is a growing problem fo...

Above all, Allianz confirmed its 2022 target. The Solvency Ratio II is back at 200%. We comment on Allianz's Q2 performance with negative and positive pieces of evidence. After our recent publication on AXA's Q2 performance , today the German insurer ([[ALIZF]]; [[AL...

AXA is a great insurance company I've been covering and writing on for some time - and with valuations troughing to multi-year lows, it's worth to look at it. I consider AXA a highly qualitative and safe player with a great yield and plenty of overall upside. As valuations drop, t...

Ray Dalio recently predicted that a new world order is coming. His investments according to this theme have proven wildly profitable year to date. We share our top picks moving forward. The founder of Bridgewater Associates - the world's largest hedge fund - Ray Dalio re...

We provide an update on the Combined Ratio and the Solvency Ratio. Resilient quarter with no material downside. After the recent sell-off, we see a compelling valuation. We are overweight on the European insurance sector. For further details see: AXA: After The Recent Dr...

The U.S. Consumer Price Index increased by 8.5% for the year ended in March 2022, implying the highest inflation rate since 1981. To be considered an attractive buy in times of high inflation, a company should meet a number of requirements. In my opinion, the French multinational ...