Aviva Share Discussion Threads

[igoe104] 27/12/2020 15:25

My list for 2021.

SUR
MWE
VLX
INL
Av

[father jack1] 27/12/2020 14:49

I think the banning of dual pricing will have negligible impact on Aviva, Direct Line at al as they will simply increase the price for everybody to mitigate the loss of the loyalty penalty. It might be beneficial long term as teaser rates must be expensive to maintain. Of course, if I'm wrong, Direct Line are badly exposed as wba1 has already said, but the quality of their brand should cushion any potential downside. Btw, I would have more respect for the FCA clamping down on an admittedly. dubious practice like price walking if they did not so dismally fail to do their job protecting investors in London Capital and Finance.

[spud] 27/12/2020 14:33

Long on Ftse would be an easy win imo Rob! spud

[jomac2412] 27/12/2020 14:08

My top picks for 2021-

Aviva

GSK

De La Rue

Heiq

HSBC

[1robbob] 27/12/2020 11:55

I am sill expecting Approval of the Oxford vaccine before the market re-opens on Tuesday.

Has anyone seen any indications as to how the Market might open on Tuesday?

My Top 5 for 2021
Marstons
Easyjet
Rolls Royce
Aviva
Franchise Brands

[dbadvn] 27/12/2020 11:36

wrt top picks for 2021.
Financials and commodity related for me.
Aviva
AUGM
JUst
SLB
BHI

[cjac39] 27/12/2020 11:06

Is it time for top five picks of 2021? Financials only for me. Just and aviva easy make it. As above m and g gets taken out. Continued compounder HVPE is always in my top5. Wild card non standard finance is a multi bag candidate.

Thanks wba - I’ll take a look

[uppompeii] 27/12/2020 10:54

Thanks for that WBA, I'll have a look. I used to play the range game with Aviva but tend to use L&G now, they just seem to recover more quickly. There may be a chart that says otherwise but it's currently working well for me.I now just have a rump of Aviva shares mostly from my profit share days back in the 90s.I traded them heavily as CFDs with covered margin until around 2014, only once when Moss cut the divi and I had no broadband while cycling in Spain did I get a call! Fair play to IG, they didn't close me as I had 80% of their value on deposit from profits, but these days I take it a bit easier.Hopefully we'll see some reasonable growth on these, my only concern is that with the US riding high and the UK underachieving, we'll get the hit when they pull back.

[wba1] 27/12/2020 09:17

I will be keeping my money long in Aviva and may top up. In terms of other insurers I have always liked Lancashire as a trading play. Buy in the 600s. sell in the 700s has been a good approach for a while. While only just below 700 at present (and with a p/b of circa 1.5) I do see some value. First, they raised additional capital which enables them to grow their business. Secondly, reinsurance rates have been hardening substantially (as opposed to private motor and household rates driving the likes of Direct Line). Thirdly, their dividend record, including return of any surplus capital as specials, is excellent. Not a share to get rich, but one which should do well in the next 2-3 years (and is a good size to be a takeover target if m&a takes off).

I have a problem with Direct Line. On the one hand they have an excellent brand, but they are over reliant on private motor (and retail risk more generally) which is exposed to falling rates and the banning of dual pricing. I am sure their 20 and 21 results will be good. I am less sure longer term. Sabre has a higher p/b but is a more quality play, with a pure motor book without exposure to dual pricing and a lot of niche business with less competition.

[cassini] 27/12/2020 01:50

I had a look at JUST but it's not clear to me that its problems started with COVID, from looking at the chart.

It was not doing very well before March 2020. If you mean its NAV is a lot higher than its share price, well indeed, but what started the decline and is it being addressed?

I am more interested in INVP which has really been beaten down and hasn't significantly recovered , but it's a General Financial so outside the Life/General Insurance bracket that interests people on this board.

M&G still had a yield above 9% until last week so either it should probably cut its dividend or as you say it still has a way to go - although, the market-to-book ratio is given as an unremarkable 1.04 (as opposed to 0.37 for JUST and 0.32 for INVP)

[cjac39] 27/12/2020 00:39

Sorry to be a grinch but I wasted a few minutes listening to that comment and not meaning to be unchristmasy but it was really dull.

I doubt next year will be so easy as phnx and landg more fully valued or close to but I’m going to keep fully invested in just and av until they revalue and m and g still has a way to go. I’d be super interested in any ideas wba has in general side as well? Direct line? Beazley?

All the best

[thewheeliedealer] 26/12/2020 23:26

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days before Xmas and part of our discussion includes AV. which I hold myself. We also chatted about loads of other Stocks and Ideas for research. We discussed the outlook for Markets and the most likely roadmap for the next couple of months, and as usual a fair bit of educational stuff with regards to Investing.

Anyway, if you use Youtube, Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 38) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, not like all the stuffy financial fodder you are probably more used to !!

Season’s Greetings !! WD
@wheeliedealer

[spud] 26/12/2020 20:53

I suspect a Stock Market pop. spud

[jordaggy] 26/12/2020 19:37

Will we feast on Boris' deal?

[linton5] 26/12/2020 19:35

Britain the 5th strongest economy in the world with the weakest stock market in the world 2020🤔㊂0;🤔🤔🤔🤔🤔🤔9300;🤔Ԍ99;🤪🤪;🤪🤪

[smurfy2001] 26/12/2020 14:35

Get ready for an exciting 2021.

UK: The country has been the worst performer among major equity markets since the 2016 Brexit referendum, both in local currency and dollar terms.

[whatsup32] 25/12/2020 11:30

Let’s hope so.
Merry Christmas to all

[tradejunkie2] 24/12/2020 16:23

As the number 1 poster on this board l wish myself a fabulous Christmas.

[eurofox] 24/12/2020 15:55

Hopefully this deal will now unlock any hinderances that might have been delaying progress on the AV. France project.

Meanwhile, best Xmas and New Year wishes to all posters, and particular thanks to those more knowledgeable posters - you know who you are.

[wskill] 24/12/2020 12:26

Cross selling the same twaddle about all I can see from the Times article I was hoping next year was the year I could at last be in profit with Aviva

Merry Christmas to all holders here

[spud] 24/12/2020 12:19

Signing off for Christmas now, but would like to wish one and all a very Merry Christmas and hopefully a Covid free New Year!

spud

[spud] 24/12/2020 12:01

Worth clicking for The Sunday Times link on AB:



spud

[spud] 24/12/2020 11:56

As per Dr.B post with more meat on the bone:

Sachin Bansal’s Navi Looks To Acquire Aviva, Dabur Life Insurance JV

Notably, Aviva initiated a process to exit its Asia operations last year, valuing it at $2 Bn

The company is said to be in talks to acquire three other private life insurance companies

Navi’s acquisitions have been operations-centric to fulfill key regulatory requirements for banking

Sachin Bansal’s Navi Looks To Acquire Aviva, Dabur Life Insurance JV
Sachin Bansal-led financial service company Navi Technologies is reportedly looking to acquire Aviva Life Insurance Company, a joint venture between UK-based insurer Aviva and Indian consumer goods company’s investment arm Dabur Invest Corp.

Bansal is said to be in advanced talks with Aviva to take over the loss-making joint venture. Meanwhile, it is looking to buy out Dabur family’s investment in the venture for around INR 1,000 Cr to INR 1,200 Cr.

The Aviva Life Insurance Company was originally at 26:74 alliance, but Aviva Plc acquired an additional 23% stake from Dabur Invest Corp for INR 940 Cr in May 2016. Now Aviva Plc owns 49% stake in the joint venture valued at INR 4,087 Cr.

Notably, Aviva initiated a process to exit its Asia operations last year, valuing it at $2 Bn as part of an organisational haul. The insurer also roped in JP Morgan to facilitate the sell off of the Indian franchise, but there has been no update in this regard since then.

People aware of the matter told ET, the discussions with Bansal got picked up earlier this year and had been gaining momentum in the last couple of months.

spud

[dr biotech] 24/12/2020 09:20

1crore is about £100k. So I guess that’s about £400m. Re-reading it I think the whole Asian unit is valued at $2bn, which makes more sense

[jordaggy] 24/12/2020 08:55

Seems Aviva not invited to the Brexit deal party...