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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
9.4% overvalued
intrinsic discount
4.00%
Revenue growth p.a.
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12
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about 2 months ago
author updated this narrative
Línea Directa Aseguradora Compañía de Seguros y Reaseguros
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Transformation And Customer Retention Will Secure Future Success
Key Takeaways Business growth in motor, home, and health segments is driving revenue, with high growth expected throughout the year. Strategic investments, cost efficiencies, and regulatory changes improve earnings, fostering financial stability and enhanced net margins.
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€1.18
FV
8.2% overvalued
intrinsic discount
3.88%
Revenue growth p.a.
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7
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1 day ago
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Mapfre
AN
AnalystConsensusTarget
Consensus Narrative from 9 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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€2.91
FV
7.7% overvalued
intrinsic discount
1.64%
Revenue growth p.a.
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40
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1 day 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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€51.21
FV
4.1% undervalued
intrinsic discount
10.79%
Revenue growth p.a.
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14
users have followed this narrative
about 1 month ago
author updated this narrative
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