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Insurance Spanish Investing Ideas
Grupo Catalana Occidente
KA
kapirey
Community Contributor
Grupo Catalana Occidente will expand in 2024 with bold acquisitions in Spain and Portugal
Catalysts GCO has 3 lines of business: Occidente dedicated to traditional life non-life and multi-risk insurance, Atradiu s dedicated to commercial credit and Mémora its funeral business line. Mémora continues with its strategy of inorganic growth through acquisitions of local companies in the Iberian Peninsula.
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€44.88
FV
8.8% overvalued
intrinsic discount
4.00%
Revenue growth p.a.
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0
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0
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11
users have followed this narrative
5 months ago
author updated this narrative
Línea Directa Aseguradora Compañía de Seguros y Reaseguros
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digitalization And New Verticals Will Expand Spanish Insurance Market
Key Takeaways Investment in digitalization, automation, and analytics is enhancing efficiency, underwriting profitability, and expense control, supporting margin expansion and sustained growth. Diversification into new insurance products and effective customer acquisition reduce reliance on motor insurance, creating new revenue streams and growth opportunities.
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€1.29
FV
4.4% overvalued
intrinsic discount
4.64%
Revenue growth p.a.
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0
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0
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6
users have followed this narrative
4 days ago
author updated this narrative
Grupo Catalana Occidente
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Efficiencies In Occident And Atradius Will Support Future Profitability Despite Economic Challenges
Key Takeaways Strategic cycle completion has driven improved net margins, with efficiency and cost-cutting strategies supporting future profitability in Occident and Atradius divisions. Occident division growth surpasses industry average, boosting revenue, with successful cost control and efficiency measures enhancing earnings and net margins.
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€49.73
FV
1.8% undervalued
intrinsic discount
13.02%
Revenue growth p.a.
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0
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0
users have commented on this narrative
15
users have followed this narrative
4 days ago
author updated this narrative
Mapfre
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Improved Underwriting In Iberia And LATAM Will Drive Success
Key Takeaways Strategic improvements in core regions and technical management enhancements could boost net margins and profitability. Growth in LATAM and RE divisions with underwriting discipline promises sustainable revenue and earnings, despite currency and claim volatility.
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€3.25
FV
5.5% overvalued
intrinsic discount
1.57%
Revenue growth p.a.
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0
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0
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40
users have followed this narrative
4 days ago
author updated this narrative
Mapfre
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Digital Competition And Climate Risks Will Erode Underwriting Margins
Key Takeaways Advances in vehicle technology and insurtech competition threaten Mapfre's core business, reducing traditional insurance demand and intensifying pressure on margins. Exposure to stagnant markets, volatile regions, low investment returns, and climate risks limits profitability and jeopardizes long-term earnings stability.
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€2.51
FV
36.4% overvalued
intrinsic discount
0.76%
Revenue growth p.a.
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0
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0
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1
users have followed this narrative
4 days ago
author updated this narrative
Mapfre
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Rising LATAM Insurance Penetration And Digital Shift Will Spark Growth
Key Takeaways Technical advances and disciplined underwriting in core regions could lead to much higher margins, profit growth, and earnings upgrades versus expectations. Expansion in specialty insurance, digital transformation, and strong emerging market position may drive premium growth, better operating efficiency, and long-term market outperformance.
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€4.00
FV
14.4% undervalued
intrinsic discount
3.09%
Revenue growth p.a.
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0
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0
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0
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4 days ago
author updated this narrative
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