Allianz: Neutral View After Capital Market Day
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Allianz's Capital Market Day update met Wall Street expectations, with minor EPS growth and unchanged shareholder remuneration, leading to a neutral rating. The company's valuation appears full, with a 10.6x 2025 P/E and no significant EPS uplift expected until Q1 2025 results.
December 11, 2024 | 3:15 pm
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NEUTRAL IMPACT
Allianz's CMD update aligns with expectations, with minor EPS growth and unchanged shareholder remuneration, leading to a neutral rating. The company's valuation appears full, with a 10.6x 2025 P/E and no significant EPS uplift expected until Q1 2025 results.
The CMD update did not provide any surprises, aligning with Wall Street expectations. The minor EPS growth and unchanged shareholder remuneration suggest no immediate catalysts for a share price increase. The full valuation and 10.6x 2025 P/E further support a neutral outlook, with no significant EPS uplift expected until Q1 2025 results.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 100