Tokio Marine: Consider Shareholder Return Outlook And Potential M&A (Rating Downgrade)
Source: SeekingAlpha
2025-03-25 17:36:00 ET
Summary
- I rate Tokio Marine as a Hold, following an assessment of the company's capital allocation.
- My key concern is that TKOMY's capital return in the years ahead might not live up to the market's expectations, considering the pace of non-core investment sales and the adoption of new accounting standards.
- But TKOMF's future growth could surprise on the upside with inorganic drivers like acquisitions in the US.
My rating for Tokio Marine Holdings ( TKOMF ) ( TKOMY ) (8766.JP) is a Hold.
I was previously a bull on the stock as per my October 9, 2024 write-up which highlighted its efforts to increase "Return On Equity" (or "ROE")....
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Tokio Marine: Consider Shareholder Return Outlook And Potential M&A (Rating Downgrade)
Tokio Marine Holdings Inc ADR
NASDAQ: TKOMY
TKOMY Trading
-3.91% G/L:
$37.835 Last:
28,750 Volume:
$38.425 Open:
