Assicurazioni Generali is the parent company for The Generali Group (the Group), an insurance and financial services provider. The commercial offer is composed of savings and pure risks policies, which constitute the majority of the portfolio, which includes protection and pension funds. In the non-life sector the Group is focused primarily on the retail market. In addition, through the Europ Assistance Group, Co. is engaged in services in motor, travel, health, home and family. The Group has also expanded its business from insurance to a range of asset management, property and financial services.
  • TickerG
  • ISINIT0000062072
  • SectorNonlife Insurance
  • CountryItaly

Analysts

1 director sold

A director at Assicurazioni Generali Spa sold 32,820 shares at 17.450EUR and the significance rating of the trade was 95/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The na...

With a more favourable environment, ASSICURAZIONI GENERALI improves to Slightly Positive

ASSICURAZIONI GENERALI (IT), a company active in the Full Line Insurance industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date September 10, 2019, the closing price was EUR 17.18 and its potential was estimated at EUR 18.04.

Generali

Generali

Generali

Assicurazioni Generali S.p.A: Semi-annual update

FINANCIAL INSTITUTIONS CREDIT OPINION 9 November 2017 Update RATINGS Assicurazioni Generali S.p.A Domicile Italy Long Term Rating Baa1 Type Insurance Financial Strength Outlook Stable Please see the  ratings section  at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Benjamin Serra 33-1-5330-1073

Carine Maciol

Generali : A profitable and solvent insurer, attractive spreads, what else?

We remain convinced that the group is fundamentally moving in the right direction but we are maintaining a Stable credit opinion on Generali as the lion’s share of restructuring efforts are already reflected in profitability levels and credit ratings. These ratings remain capped by Italy’s sovereign rating, leaving little hope for a fresh upgrade in the medium term. - Both Generali’s bonds perpetual and dated bonds offer higher yields than those of peers, which we attribute to its Italian exposure. We are buyers of these bonds for the spread pick-up and the ongoing credit recovery. We think th...

Carine Maciol

Generali : Un assureur rentable et solvable, des spreads attractifs, what else ?

Nous restons convaincus que les développements vont fondamentalement dans le bon sens mais nous maintenons une opinion crédit Stable, car la majorité des effets de la restructuration est déjà reflétée dans la rentabilité atteinte et ont été pris en compte dans les notations des agences. Et ces dernières restent capées par la note de l’Italie, laissant peu d’espoir de nouvel upgrade à moyen terme. - Que ce soit en daté ou perpétuel, les obligations Generali proposent des rendements supérieurs vs ceux des comparables, ce que nous attribuons à son exposition à l’Italie. Nous sommes acheteurs de ...

Enrico Esposti, CIIA

GENERALI - Q2-19: we expect a still growing operating profit

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olivier Lebrun
  • Roland Pfaender
  • Sylvain Goyon

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/07/2019

A plus de 3 écarts types de la moyenne 10 ans, l’écart de PE value-growth n’a jamais été aussi important. La rotation est-elle imminente ? Non si l’on parle d’une rotation « classique » car les moteurs de la surperformance de la croissance (érosion croissance BPA, taux faibles, ralentissement macro) sont encore allumés. Oui si l’on change de perspective en favorisant le segment « value » de l’univers croissance/ qualité. Notre scoring met en avant Personal & Household goods, Healthcar...

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olivier Lebrun
  • Sylvain Goyon

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/19/2019

At over three standard deviations from the 10-year average, the P/E value-growth gap has never been so great. Is rotation imminent? Not if we speak about a “classic” rotation since the drivers causing growth to outperform (erosion in EPS growth, low rates and a macroeconomic slowdown) are still running. But the answer is yes if we change perspective by favouring the “value” segment of the growth-quality universe. Our scoring highlights personal & household goods, healthcare, oil, util...

Benoit Valleaux

Generali : Generali strengthens its presence in Portugal

>Generali buys Seguradoras Unidas and AdvanceCare in Portugal - As suggested by recent press speculation, Generali will take on Apollo’s Portuguese insurance and services businesses that were put up for sale. The group will therefore buy 100% of Seguradoras Unidas (which includes Tranquilidade in particular) for € 510m. Seguradoras Unidas is the no. 2 P&C insurer in Portugal with 15.5% market share and is also active in life insurance. The group generated around € 800...

Benoit Valleaux

Generali : Generali renforce sa présence au Portugal

>Generali achète Seguradoras Unidas et AdvanceCare au Portugal - Comme les rumeurs de presse le laissait entendre récemment, Generali va reprendre les activités d’assurance et de services d’Apollo au Portugal qui étaient mises en vente. Le groupe va ainsi acheter 100% de Seguradoras Unidas (qui comprend notamment Tranquilidade) pour 510 M€. Seguradoras Unidas est le second assureur dommages au Portugal avec 15.5% de part de marché et est également actif en assurance v...

1 director sold

A director at Assicurazioni Generali Spa sold 32,820 shares at 17.450EUR and the significance rating of the trade was 95/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The na...

Benoit Valleaux ...
  • Bruno Cavalier
  • Martial Descoutures
  • Pierre Corby
  • Roland Pfaender

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/27/2019

...

Benoit Valleaux ...
  • Bruno Cavalier
  • Jean Sassus
  • Martial Descoutures
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/05/2019

...

Alfred Glaser ...
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Delphine Brault
  • Jean Sassus
  • Louis Boujard
  • Philippe Ourpatian
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/17/2019

...

Alfred Glaser ...
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Delphine Brault
  • Jean Sassus
  • Louis Boujard
  • Philippe Ourpatian
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/05/2019

...

Benoit Valleaux ...
  • Bruno Cavalier
  • Jean Sassus
  • Jerôme Bodin
  • Khaled Ben Amor
  • Louis Boujard
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby
  • Samantha Jeary
  • Steven Gould
  • Valentin Pernet

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/13/2019

...

With a more favourable environment, ASSICURAZIONI GENERALI improves to Slightly Positive

ASSICURAZIONI GENERALI (IT), a company active in the Full Line Insurance industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date September 10, 2019, the closing price was EUR 17.18 and its potential was estimated at EUR 18.04.

Generali

Generali

Generali

Generali

Expert Corporate Governance Service (ECGS)

Assicurazioni Generali - AGM 30 April 2019

The ECGS partners Proxinvest and Frontis Governance provide voting advice to Generali Investments. It is important to note that these partners do not provide consulting services to Generali Group. Voting advice is provided primarily as a source of information at general meetings. In item 4 (EGM), the Board proposes to eliminate the age limits for the Board members (70 years for the Chairperson, 65 for the CEO and 77 for other Directors). Although their elimination would allow higher flexibility in the definition of the Board composition, we believe that the application of age limits may help ...

Assicurazioni Generali SPA – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Matthieu DRIOL

Analyse court terme - GENERALI ASSICURAZIONI : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 14,485 € prochainement. Le prochain objectif est à 13,764 €, puis 13,480 €. Le franchissement de 16,227 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - GENERALI ASSICURAZIONI : The background trend is clearly bearish.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at €14.485. The next target is at €13.764, then €13.480. Passing €16.227 would question the continuation of the fall.

Matthieu DRIOL

Short term view - GENERALI ASSICURAZIONI : The background trend is clearly bearish.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at €14.485. The next target is at €13.764, then €13.480. Passing €16.227 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - GENERALI ASSICURAZIONI : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 14,485 € prochainement. Le prochain objectif est à 13,764 €, puis 13,480 €. Le franchissement de 16,227 € remettrait en cause la suite de la baisse.

Valérie GASTALDY

Medium term view - GENERALI ASSICURAZIONI : Falling prices.

The trend is uncertain. Prices are falling and they may accelerate to the downside. A new bearish trend is attempting to emerge.

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