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 analysis can be found here Sampo - Inderes
00:00 Q3
01:18 If growth
03:17 Hastings
05:45 Topdanmark buying
06:35 Capital allocation
08:20 Strategy reflection
Här är ännu Sammos Q3-material.
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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.
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Sampo på Inderes-eventet på måndag.
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Sami Taipalus berättade om sitt företag som en investeringsmöjlighet.
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Verneri intervjuade Sammons CFO om Q4-resultaten.
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.
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Direktlänk till videoklipp där VD Torbjörn Magnusson summerar det gångna 2023 för Sampos del:
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Vår analytiker @Kasper_Mellas fick sig en pratstund med Torbjörn Magnusson i samband med bolagets CMD. Kolla in den pinfärska videon:
Direktlänk till videon:
Sampo CMD: Pure P&C insurance group - Inderes
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Det lönar sig att lyssna när företagets CFO talar om sitt företag.
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