JPMorgan-The Price Is Not Right...IAG vs SUN What PE should SUN GI t...-107091369

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📄 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: 战略规划行业研究员
📊 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
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报告摘要

Asia Pacific Equity Research Insurance and Diversified Financials Siddharth Parameswaran AC

📋 核心要点(部分)

18 March 2024

❓ 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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