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05.12.24 - 14:12
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Top of the Street: Diageo, NN Group, Admiral, Aviva (Reuters EN)
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BUZZ-Top of the Street: Diageo, NN Group, Admiral, Aviva A round-up of notable broker activity this morning from Europe's top-ranked* analysts: ** Jefferies upgrades Diageo DGE.L to "buy" from "hold", citing the spirits maker's renewed focus on growth, profit and cash under a new CFO ** Goldman Sachs cuts Dutch insurer NN Group NN.AS to "neutral" from "buy", saying recent performance issues in the Netherlands Life segment limit its capital return potential ** Deutsche Bank upgrades British motor...
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05.12.24 - 11:04
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GS shifts view on life insurers; ups L&G, cuts NN on capital return scope (Reuters EN)
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BUZZ-GS shifts view on life insurers; ups L&G, cuts NN on capital return scope ** Goldman Sachs upgrades British insurer L&G LGEN.L to "buy" from "hold" and downgrades its Dutch peer NN Group to "hold" from "buy" ** L&G is writing its UK BPA business at a "historically lower strain", while considering buybacks to shareholders, which GS says would "fundamentally" change its capital return profile ** GS raises L&G's buyback expectations for 2025, seeing them at GBP 1.1 billion ($1.4 billion) vs....
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22.11.24 - 10:51
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MS adjusts views on Dutch insurance, with ASR top pick and Aegon over NN Group (Reuters EN)
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BUZZ-MS adjusts views on Dutch insurance, with ASR top pick and Aegon over NN Group ** Morgan Stanley adjusts its views on Dutch insurance companies in a market it sees as a "conundrum" ** It names ASR Nederland ASRNL.AS ("overweight") as its top pick, saying it remains the "standout quality play among the Dutch players" with a 50% total shareholder return on a three-year view ** MS says Aegon AEGN.AS should benefit from a more optimistic near-term outlook in the U.S....
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