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Insurance Italian Investing Ideas
Unipol Assicurazioni
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Derisking And Portfolio Diversification Will Strengthen Future Financial Stability
Key Takeaways Enhanced technical profitability and portfolio diversification suggest potential for higher net margins, increased investment income, and earnings growth. Growth in bancassurance, health, and life insurance lines points to sustained revenue growth and stable earnings performance.
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€18.38
FV
6.9% undervalued
intrinsic discount
21.96%
Revenue growth p.a.
Set Fair Value
0
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13
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about 3 hours ago
author updated this narrative
Poste Italiane
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
E-commerce And Digital Payments Will Secure A Robust Market Future
Key Takeaways Expansion in e-commerce logistics and digital delivery is driving market share gains and supporting future revenue and margin growth amid declining mail volumes. Digital payments, insurance, and omnichannel strategies are boosting profitability, recurring fee income, and customer retention, enhancing long-term earnings resilience.
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€19.24
FV
3.9% undervalued
intrinsic discount
0.33%
Revenue growth p.a.
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0
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0
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18
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about 3 hours ago
author updated this narrative
Assicurazioni Generali
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Capital Optimization And Strong Cash Flows Will Support Future Shareholder Value
Key Takeaways Strong operating results and strategic execution indicate potential future earnings growth and robust revenue across Life and Property & Casualty segments. Significant growth in Asset & Wealth Management, along with share buybacks, may bolster future revenue and enhance EPS growth.
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€32.31
FV
0.8% undervalued
intrinsic discount
25.90%
Revenue growth p.a.
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0
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0
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17
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about 3 hours ago
author updated this narrative
Poste Italiane
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
European Digitalization And Aging Will Expand Omnichannel Services
Key Takeaways Accelerating parcel, insurance, and digital payments growth, combined with omnichannel expansion, positions the company for sustained market share gains and stronger-than-expected recurring revenues. Unrecognized partnership synergies and strategic customer data utilization support durable margin expansion, with tailored ESG-linked offerings driving long-term profitability and market outperformance.
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€21.00
FV
11.9% undervalued
intrinsic discount
1.69%
Revenue growth p.a.
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0
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0
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0
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10 days ago
author updated this narrative
Poste Italiane
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Legacy Networks And Fintech Rivals Will Erode Future Prospects
Key Takeaways Structural decline in mail revenues and legacy cost burdens threaten margins, while digital disruption and new competitors pressure growth in core business segments. Shifting consumer preferences, regulatory challenges, and state ownership risks may limit innovation, revenue growth, and capital returns in the long term.
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€15.05
FV
22.9% overvalued
intrinsic discount
-0.64%
Revenue growth p.a.
Set Fair Value
0
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0
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0
users have followed this narrative
21 days ago
author updated this narrative
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