AXA: Strong Fundamentals And The Return Of The Dividend

Jan. 18, 2022 11:49 PM ETAXA SA (AXAHY), AXAHF2 Comments
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Mare Evidence Lab
3.39K Followers

Summary

  • The dividend is back along with a share repurchase program.
  • We don't see significant negative effects due to event cancellations.
  • All that matters is the combined ratio.

Edificio di una compagnia assicurativa Axa al Parque das Nações, Lisbona, Portogallo - notturno

mtcurado/iStock Unreleased via Getty Images

The Omicron news flow so far has been mixed. On the downside, the new variant appears to have more mutations compared to the previous one which makes it extremely transmissible. On the positive side, the spectrum of symptoms reported

Half Year report

AXA

Combined Ratio

Mare Ev. Lab Team

Solvency Ratio

Mare Ev. Lab Team

Reinvstment Yield

Mare Ev. Lab Team

AXA Portfolio Yield

AXA

This article was written by

Mare Evidence Lab profile picture
3.39K Followers
Buy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as such. We take no responsibility for your investments but wish you best of luck.

Disclosure: I/we have a beneficial long position in the shares of AXAHY, AXAHF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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