Asian Life Shift And Esure Integration Will Drive Stronger, More Resilient Earnings Ahead

Catalysts About ageas Ageas is an international insurance group providing life, non life and reinsurance solutions across Europe and Asia. What are the underlying business or industry changes driving this perspective?Read more

€64.11

9.0% undervalued

AnalystConsensusTarget's Fair Value

Revenue

16.99% p.a.

Profit Margin

11.35%

Future PE

10.94x

Price in 2028

€77.59

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Trending Discussion

<b>Reported:</b> Revenue growth: 2024 → 2025 sharp increase of approx. 165%. Assuming moderate annual growth of 40%, a fair value in three years would be approx. $170. Given the customer base and the story, this should be possible. I find the most valuable “property” particularly interesting, as it solves the electricity problem.

45x is exactly what NVDA is trading at right now... if the data centre hype comes true, could happen

Will certainly invest in this after appropriate DD. Curious what the competitive landacape looks like. As a 10 year crypto guy, QRL - Quantum Resistant Ledger is at about 200M MC and Lockheed Martin has it named in a patent.. so it may not be the only game in town.. but sounds solid.

Insurance Belgian Community

Asian Life Shift And Esure Integration Will Drive Stronger, More Resilient Earnings Ahead

Recently Updated Narratives

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

BIPC: A strategic player in the energy crisis, a hybrid of Utility and Digital REIT.

Sustained Silver at ~US$100/oz Drives Explosive Leverage and Re-Rating for PAAS

Popular Narratives

The "Sleeping Giant" Stumbles, Then Wakes Up

Undervalued Key Player in Magnets/Rare Earth

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Trending Discussion

45x is exactly what NVDA is trading at right now... if the data centre hype comes true, could happen

Will certainly invest in this after appropriate DD. Curious what the competitive landacape looks like. As a 10 year crypto guy, QRL - Quantum Resistant Ledger is at about 200M MC and Lockheed Martin has it named in a patent.. so it may not be the only game in town.. but sounds solid.

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Insurance Belgian Community

Insurance Belgian Investing Ideas

Asian Life Shift And Esure Integration Will Drive Stronger, More Resilient Earnings Ahead

Recently Updated Narratives

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

BIPC: A strategic player in the energy crisis, a hybrid of Utility and Digital REIT.

Sustained Silver at ~US$100/oz Drives Explosive Leverage and Re-Rating for PAAS

Popular Narratives

The "Sleeping Giant" Stumbles, Then Wakes Up

Undervalued Key Player in Magnets/Rare Earth

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Trending Discussion

45x is exactly what NVDA is trading at right now... if the data centre hype comes true, could happen

Will certainly invest in this after appropriate DD. Curious what the competitive landacape looks like. As a 10 year crypto guy, QRL - Quantum Resistant Ledger is at about 200M MC and Lockheed Martin has it named in a patent.. so it may not be the only game in town.. but sounds solid.

Value any company in seconds

Popular companies