英文【高盛】欧洲快报房地产保险化工瑞安航空宏观全球公司访问

报告摘要

核心要点

20 May 2025 | 6:45AM BST
2025 cut by 8% and by 3% 2026-2029E which reduces our PT to leave more

报告信息

文件全名: 《英文【高盛】欧洲快报房地产保险化工瑞安航空宏观全球公司访问-15页.pdf》
适合读者: 战略规划行业研究员
核心数据: Coverage trades at a signiﬁcant 36% discount to NTA (vs. 16% LT avg). More
to cut rates. Given such discounts, YTD European RE M&A volumes are up 28% yoy,
Allianz shares are up 22% since September 2024 (vs. +7% FTSE World Europe) and
2025 cut by 8% and by 3% 2026-2029E which reduces our PT to leave more
balanced risk reward (6% upside). Buy rated AXA is our preferred multi-line play as
核心议题: REIT

常见问题

《英文【高盛】欧洲快报房地产保险化工瑞安航空宏观全球公司访问》主要包含哪些内容?

20 May 2025 | 6:45AM BST GS EUROPEAN EXPRESS: Real Estate | Insurance | Chemicals | Ryanair | Macro | Global | Corporate Access核心数据:Coverage trades at a signiﬁcant 36% discount to NTA (vs. 16% LT avg). More;to cut rates. Given such discounts, YTD European RE M&A volumes are up 28% yoy,;Allianz shares are up 22% since September 2024 (vs. +7% FTSE World Europe) and。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 15。

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本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了REIT等议题。