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Mapfre (0NQ2)

London
Currency in EUR
Disclaimer
2.260
-0.006(-0.26%)
Real-time Data

0NQ2 Comments

EPS Q4 better than expected: 0.0503 (exp. 0.0388). Consolidated Revenue 7.395B (exp. 5.83B). Nevertheless, -36.1% YoY Q4 profits. Final dividend of 14.5 cents, payout 69.5%. Conclusion: weak 2022 results overall give the share price a PER of 8.83
Nan Sinmas, puedes explicar porque una subida de tipos provocará una caída? Porque bajo mi punto de vista un aumento de tipos beneficiará a bancos y aseguradoras, ya que MAPFRE podrá encontrar activos más atractivos en el mercado de renta fija europea con tal de cubrir las primas. La única cosa negativo que veo es que aquellos titulos de renta fija que ya tenga en cartera su precio disminuirá.
Tiene más de su 50% de inversiones en renta fija y por la alta inflación puede sufrir mucho , la compañia es fuerte igualmente y a estos precios es buena compra
Cuando el BCE suba los tipos, vamos a flipar con la caída
Hasta 1.827 no para. No hoy ni mañana, pero bajará y de ahí subida para cuando se acerque la fecha de los dividendos
con los treboles te salen gratis los seguros.... geniall!!!!!
having a socialcommunist government is a handicap for any company
I don't think this is a major problem for Mapfre. the real problem is that their main markets are Iberian peninsula and Latin America, which are markets extremely impacted by covid economic crisis. Insurance is a sector that usually grows at the same rate as the GDP, specially when markets are mature and or the company has a strong market share, which is the case for Mapfre. As their main markets are not going to grow as much as others, this company has less value. in addition, spanish stock exchange has less volatility than others, which make difficult for a stock to get overpriced. nevertheless, I strongly believe that cashflows will be better than expected and therefore dividend ratio will be correct. this is a dividend stcok in my opinion
this stock is extremely undervalued just because is spanish
Hey!
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