Tryg’s Q2 result fell a tad bit below market expectations, a comprehensive comment on the result (in Finnish) above
It’ll be very interesting to see whether Sampo has continued accumulating Top’s shares after the recent decline! I’d argue that Sampo’s management would want to acquire Top sooner rather than later, though one could argue that the situation has been the same for years and years already
Thank you very much, Johannes, for your thoughts and information!
That already gave me something new to think about and some new information, which is really great. Sampo is both an easy and a challenging subject for me to follow.
Jag gjorde precis ett inlägg på twitter i stil med " Då Sauli Vilén kommenterar Sampo, lönar det sig att lyssna. Nästan som ett gammalt djungelordspråk :)!
Har själv funderat på vad som dröjer i Topdanmark affären… o Saulis kommentarer är spot on.
Blir intressant att följa utvecklingen gällande Mandatum framöver. + Vad som händer på resten av marknaden. Blir det konsolideringar, eller ej.
Sampos strategic targets have been met when Mandatum was spun off. CFO Knut Arne Alsaker reflects on strategy period and Q3 performance on inderesTV interview.
Sampo’s Q3 report was well ahead of market expectations figure-wise, but under the hood the operational numbers were broadly in line with expectations as the earnings beat came mainly from investments. We have kept our estimates practically unchanged, and we expect Sampo to deliver stable earnings growth. In our view, the stock is correctly priced on several metrics, and we no longer see the risk/return ratio as sufficient.
Sampo’s Q4’23 development continued on its familiar excellent trajectory. Sampo’s Chief Financial Officer Knut Arne Alsaker commented on the results and why Sampo doesn’t take more investment risk.
