contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls {
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

Analytiker

Kasper Mellas

Sampo Group is a Nordic property and casualty insurer operating also in the UK and in the Baltics. In the Nordics, Sampo provides insurance services across all countries, customer segments and products. In the UK, the company offers motor and home insurance for private individuals. The Group is made up of If P&C, Topdanmark, Hastings, and the parent company Sampo plc. Sampo was founded in 1909 and it is headquartered in Helsinki, Finland.

Sampo

Sampo annoncerede mandag d. 17. juni 2024, at de har underskrevet den længe ventede fusionsaftale med Topdanmark, hvilket vil øge deres ejerandel i selskabet til 100% fra de tidligere 48,9%. I praksis overtager Sampo Topdanmark, og integrerer deres skadeforsikringsforretning i If. Vi anser det for sandsynligt, at fusionen bliver godkendt, og vi har derfor inkluderet dens estimerede effekt i vores estimater.

Denne rapport er en delvis overs&#xe6;ttelse af rapporten &#x201c;The stalemate is finally resolved&#x201d; publiceret d. 18. juni 2024 kl. 16:29 CET
Sampo annoncerede mandag d. 17. juni 2024, at de har underskrevet den l&#xe6;nge ventede fusionsaftale med Topdanmark, hvilket vil &#xf8;ge deres ejerandel i selskabet til 100% fra de tidligere 48,9%. I praksis overtager Sampo Topdanmark, og integrerer deres skadeforsikringsforretning i If. Vi anser det for sandsynligt, at fusionen bliver godkendt, og vi har derfor inkluderet dens estimerede effekt i vores estimater. Selvom vi ser positivt p&#xe5; fusionen, er dens betydning for gruppens samlede v&#xe6;rdi moderat. Vi opjusterer vores kursm&#xe5;l til EUR 40 (tidligere EUR 39) og gentager vores Reducer-anbefaling, da aktien er neutral v&#xe6;rdiansat.
Du kan l&#xe6;se mere om Inderes&#x2019; aktieanalytiker Kasper Mellas syn p&#xe5; fusionsaftalen mellem Sampo og Topdanmark i denne analyse fra d. 18. juni 2024 som er blevet oversat til dansk d. 9. august 2024.
Disclaimer: HC Andersen Capital modtager betaling fra Sampo for en Digital IR/Corporate Visibility abonnementsaftale. /Rasmus K&#xf8;jborg, CFA kl. 14.30 d. 09/08-2024.

Inderes

Sampo: Dødvandet er endelig overstået

Probabilities of success in drug development

Return on capital (ROE, ROI, ROIC, RONIC)

Drug development investment: Value creation through M&As and licensing agreements

Valuation methods: Valuation multiples

Helsinki Stock Exchange is cheap

	2023	24e	25e
Omsætning	7.535,0	8.324,1	8.858,9
vækst-%	3,69 %	10,47 %	6,42 %
EBIT (adj.)	1.480,8	1.818,8	1.742,1
EBIT-% (adj.)	19,65 %	21,85 %	19,67 %
EPS (adj.)	2,60	2,47	2,55
Udbytte	1,80	2,00	2,10
Udbytte %	4,54 %	5,11 %	5,36 %
P/E (adj.)	15,21	15,84	15,35
EV/EBITDA	14,44	12,88	13,22

Sampo

Key Estimate Figures07.08

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