QBE's Share-Price Drop Looks Overdone to Bull -- Market Talk

Dow Jones

Aug 11

2158 GMT - The 8.8% share-price drop that followed QBE Insurance's 1H result looks overdone to Jefferies. Analyst Simon Fitzgerald says QBE's efforts to reduce volatility and enhance consistency has delivered positive results. Catastrophe claims were within budget despite a historically bad half for the industry. Still, the reduction in renewal rates in 2Q was rapid, Jefferies says. Average renewal rates eased to 0.8% in 2Q, from 3.4% in 1Q. "Despite some moderation in property (34% of gross written premium) and some Lloyd's syndicates, rate adequacy remains supportive across most classes," Jefferies says. "We view this as sufficient for QBE to pursue growth areas and new customers." It retains a buy call on QBE's stock.(david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

August 10, 2025 17:58 ET (21:58 GMT)

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One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2558684749"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2558684749\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2558684749?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-08-11 05:58","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2558684749","market":"hk","top_or_hot":-1,"title":"QBE's Share-Price Drop Looks Overdone to Bull -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2158 GMT - The 8.8% share-price drop that followed <a href=\"https://laohu8.com/S/QBEIF\">QBE Insurance</a>'s 1H result looks overdone to Jefferies. Analyst Simon Fitzgerald says QBE's efforts to reduce volatility and enhance consistency has delivered positive results. Catastrophe claims were within budget despite a historically bad half for the industry. Still, the reduction in renewal rates in 2Q was rapid, Jefferies says. Average renewal rates eased to 0.8% in 2Q, from 3.4% in 1Q. \"Despite some moderation in property (34% of gross written premium) and some Lloyd's syndicates, rate adequacy remains supportive across most classes,\" Jefferies says. \"We view this as sufficient for QBE to pursue growth areas and new customers.\" It retains a buy call on QBE's stock.(david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 10, 2025 17:58 ET (21:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QBE's Share-Price Drop Looks Overdone to Bull -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQBE's Share-Price Drop Looks Overdone to Bull -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-11 05:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2158 GMT - The 8.8% share-price drop that followed <a href=\"https://laohu8.com/S/QBEIF\">QBE Insurance</a>'s 1H result looks overdone to Jefferies. Analyst Simon Fitzgerald says QBE's efforts to reduce volatility and enhance consistency has delivered positive results. Catastrophe claims were within budget despite a historically bad half for the industry. Still, the reduction in renewal rates in 2Q was rapid, Jefferies says. Average renewal rates eased to 0.8% in 2Q, from 3.4% in 1Q. \"Despite some moderation in property (34% of gross written premium) and some Lloyd's syndicates, rate adequacy remains supportive across most classes,\" Jefferies says. \"We view this as sufficient for QBE to pursue growth areas and new customers.\" It retains a buy call on QBE's stock.(david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 10, 2025 17:58 ET (21:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4107","symbol_name":"财产与意外伤害保险","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2558684749","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2558684749","pubTimestamp":1754863080,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2158 GMT - The 8.8% share-price drop that followed QBE Insurance's 1H result looks overdone to Jefferies. Analyst Simon Fitzgerald says QBE's efforts to reduce volatility and enhance consistency has delivered positive results. Catastrophe claims were within budget despite a historically bad half for the industry. Still, the reduction in renewal rates in 2Q was rapid, Jefferies says. Average renewal rates eased to 0.8% in 2Q, from 3.4% in 1Q. \"Despite some moderation in property  and some Lloyd's syndicates, rate adequacy remains supportive across most classes,\" Jefferies says. \"We view this as sufficient for QBE to pursue growth areas and new customers.\" It retains a buy call on QBE's stock.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4107":"财产与意外伤害保险","QBIEY":"QBE Insurance Group Ltd.","QBE.AU":"QBE INSURANCE GROUP LTD","BK7034":"财产与意外伤害保险"},"translate_title":"QBE股价下跌对于牛市来说似乎有些过头了——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"QBE.AU":0.9,"QBIEY":0.9},"content_text":"2158 GMT - The 8.8% share-price drop that followed QBE Insurance's 1H result looks overdone to Jefferies. Analyst Simon Fitzgerald says QBE's efforts to reduce volatility and enhance consistency has delivered positive results. Catastrophe claims were within budget despite a historically bad half for the industry. Still, the reduction in renewal rates in 2Q was rapid, Jefferies says. Average renewal rates eased to 0.8% in 2Q, from 3.4% in 1Q. \"Despite some moderation in property (34% of gross written premium) and some Lloyd's syndicates, rate adequacy remains supportive across most classes,\" Jefferies says. \"We view this as sufficient for QBE to pursue growth areas and new customers.\" It retains a buy call on QBE's stock.(david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 10, 2025 17:58 ET (21:58 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}