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

Ageas leans more on its fast-growing Asian business while tightening up its home and motor insurance, aiming for steadier results even if interest rates stay tricky. A big test is whether the planned UK integration delivers the promised savings without being derailed by higher claims or costs.Read more

AN

€67.99

5.7% overvalued

AnalystConsensusTarget's

Fair Value

Revenue

11.13% p.a.

Profit Margin

14.38%

Future PE

8.36x

Price in 2029

€82.02

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Trending Discussion

GR

As someone who has dealt directly with them as a CTO for a credit union, I have 8 years of horror stories about doing business with them. If there was any other competitor than could deliver 80% of Fiserv services, there would be a mad rush to migrate to them. They should thank their lucky stars they are a near monopoly. this industry is so ripe for a well funded competitor. Their integration of technology is awful, their ability to fix their own implementation screwups is sadly tragic. Sometimes they just silently kill support tickets without resolution and you never find out until you do a follow up inquiry. Why, because sometimes no one you are dealing with knows how to fix it and knows no one to ask for help. They can not meet their own implementation deadlines and sometimes there is no one on a technical team dealing with you that has any banking or credit union experience. The is an industry insider phrase when you meet other Fiserv customers called being "Fiserved". It means telling others of your worst stories of dealing with them. Ask around, all CTO's have some doozies.

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HU

Most of the heavy investment has already been made. If sales continue improving, operating leverage could become much more visible.

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ST

Pretty sure this is analysis of the wrong company. I think this should be against NYSE: CSL not ASX: CSL

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