IAG's Share-Price Selloff Looks Overdone to Citi

Dow Jones
08/17

2314 GMT - Insurance Australia Group's share price tumbled to two-month lows following a disappointing FY26 result. Citi thinks that reaction is overdone. "In our view, it still has a solid outlook with growth momentum seemingly beginning to improve and IAG slightly tilting toward growth," analyst Nigel Pittaway says. Citi remains a little skeptical about the extent to which this growth can build and thinks its New Zealand Intermediated business could continue to disappoint. Yet it says "even a cautious view of this still suggests reasonable prospects." IAG forecasts a reported insurance margin of 14.5-16.5% in FY27. Citi expect as a margin around the middle of this range, with no allowance for any upside from favorable weather. It upgrades IAG to buy.

 

應版權方要求,你需要登入查看該內容

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