BUZZ-Aussie insurers rise, Jefferies says premiums growth in focus as tailwinds fade

Reuters
2025/08/07
BUZZ-Aussie insurers rise, Jefferies says premiums growth in focus as tailwinds fade

Updates

** Shares of general insurers QBE Insurance QBE.AX, Insurance Australia Group IAG.AX and Suncorp SUN.AX rise between 0.5% and 1.9%

** Analysts at Jefferies say markets will focus on gross written premiums growth for Australian insurers this reporting season

** Adds, although the sector is set to gain from lower reinsurance, tailwinds from rising interest rates and mid-teens premium growth are starting to fade

** Brokerage says IAG is expected to report FY25 insurance profit of A$1.74 bln ($1.13 bln), up 21%, with perils claims tracking A$200 mln below budget

** Jefferies expects analysts to eye catastrophe exposure after a volatile H1 for QBE, though claims are seen within budget

** Adds investor focus will be on capital management and performance under the new re-insurance structure at SUN

** Expects QBE's FY26 earnings to be 8% higher, while IAG and SUN to decline by 9% and 7%, respectively

** YTD, QBE, IAG and SUN up nearly 23%, 4% and 10% respectively

($1 = 1.5385 Australian dollars)

(Reporting by Rishav Chatterjee and Kumar Tanishk in Bengaluru)

((Rishav.Chatterjee@thomsonreuters.com))

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10