JPMorgan-The Price Is Not Right...IAG vs SUN What PE should SUN GI t...-107091369
Asia Pacific Equity Research Insurance and Diversified Financials Siddharth Parameswaran AC
报告摘要
Asia Pacific Equity Research Insurance and Diversified Financials Siddharth Parameswaran AC
核心要点
- 18 March 2024
报告信息
- 文件全名
- 《JPMorgan-The Price Is Not Right...IAG vs SUN What PE should SUN GI t...-107091369.pdf》
- 适合读者
- 核心数据
- be more sustainable over time; and (3) RoNTA: IAG has achieved a ~3%
- higher RoNTA than SUN GI over a 10yr average, and we estimate ~5% higher
- an IAG multiple of ~15x on SUN’s GI business implies ~10% upside potential
- SUN’s GI business appears ~10% cheaper than IAG on a PE basis in our view, if the
- only 80% exposed: IAG is trading at ~14.6x 1yr forward JPMe earnings (based on
- 核心议题
常见问题
《JPMorgan-The Price Is Not Right...IAG vs SUN What PE should SUN GI t...-107091369》主要包含哪些内容?
Asia Pacific Equity Research Insurance and Diversified Financials Siddharth Parameswaran AC核心数据:be more sustainable over time; and (3) RoNTA: IAG has achieved a ~3%;higher RoNTA than SUN GI over a 10yr average, and we estimate ~5% higher;an IAG multiple of ~15x on SUN’s GI business implies ~10% upside potential。
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