Beazley Share Discussion Threads

[schofip] 12/12/2018 10:23

This from RBC Capital Markets:

We expect the European insurance sector to outperform the market in 2019. An increase in underlying customer demand with little change in supply should increase insurers’ pricing power, leading to growing earnings.
Investors can be assured by a highly prudent solvency regime which keeps balance sheets strong and high-yielding dividends safe.
Top Picks – Aviva, Beazley, Just Group, Legal and General . Outperforms – Ageas, Direct Line, Lancashire, Munich Re, Phoenix, RSA. UK life – limited Brexit risk creates buying opportunity. The subsector has underperformed due to the uncertainty caused by Brexit, but even in a No Deal scenario, solvency and growth are only dented.
We see bulk annuities as the best structural growth opportunity in the sector — there is significant latent demand which is independent of economic growth and the prospect for large reserve releases due to slowing life expectancy.
The yields are highly attractive and dividends are extremely safe.

[harleymaxwell] 21/11/2018 15:53

High volume again , one of the few listed Lloyds vehicles left - could be in play with a hiscox or similar profile ....

[harleymaxwell] 20/11/2018 13:03

Spiking yo unlike other insurers

[kirkie001] 19/7/2018 08:37

Not much to say!

It's only 70p off it's all time high - and they haven't yet commented on renewal rates or the upcoming half year results.

My guess is that renewal rates are looking pretty soft for everything other than cat related stuff; which isn't their major product - hence the relative weakness.

[schofip] 18/7/2018 20:24

You are all a little quiet in here your share drops nearly £1 from its recent high and 3% in a day and not even a comment.

[schofip] 04/7/2018 08:51

I am looking to buy in. Can anyone telll me why the price keeps going down. The last company update was bullish so I don't understand the continued down trend.

[harleymaxwell] 29/6/2018 16:44

Heavy volume today.Cud be a target

[harleymaxwell] 10/4/2018 12:54

Big volumes today heavy buying

[harleymaxwell] 06/4/2018 09:03

Nice buying

[harleymaxwell] 04/4/2018 09:47

TvThe point is likely consolidation in this segment - a number of Lloyds players are in sale process as they struggle to give more than platform access and distribution ie no real scale in global insurance world so they become attractive to the global insurers looking to bolt on distribution centres Multiples of recent sales have been extraordinary

[topvest] 03/4/2018 17:53

Sold 50% of mine today before the end of the tax year. Will keep the rest, but seems a tad expensive at this level. Quality company of course!

[harleymaxwell] 03/4/2018 12:59

Star stone and atrium also up for sale ...

[harleymaxwell] 30/3/2018 00:42

Big volume day - Chaucer up for sale , xl gone, think more consolidation has to happen

[corriegarth] 08/2/2018 22:36

Impressive.

[blueliner] 25/1/2018 17:54

Yesterday, courtesy of Citywire
Jefferies has initiated coverage of specialist insurer Beazley (BEZG) after being impressed with its cyber insurance product.

Analyst Philip Kett initiated coverage with a ‘buy’ recommendation and a target price of 600p on the shares, which rose 1.6% to 531.1p yesterday.

Beazley is a unique London market insurer, best known for its flagship cyber insurance product, Beazley Breach Response.

[harleymaxwell] 25/1/2018 17:29

V amusing Big old buy after hours though and 52 week high

[harleymaxwell] 25/1/2018 14:14

Something afoot here?

[harleymaxwell] 29/9/2017 08:55

Interesting reaction in share price to this news. Losses generally get bigger , looking forward to see how it plays out here and for other listed insurers in the zone

[brancho] 06/7/2017 11:16

NVA take over affect

[harleymaxwell] 05/7/2017 20:20

Big buy end of day

[harleymaxwell] 18/6/2017 01:18

Big volume . Someone sniffing?

[louis07789] 11/5/2017 11:27

Was Q1 really that bad ...might add a few.

[mr angry] 02/3/2017 09:02

ex-div for 17p today, before anyone starts to panic. If it goes much further below that i may add a few.

[minerve] 04/2/2017 10:38

I increased my holding slightly yesterday. The pressure of the flood of capital into insurance markets from US hedge funds and US pension funds may ease a little with US monetary tightening and insurance underwriting may increase in the US over the next 18 months/2 years as the country experiences a short period of 'Trumpflation'. I can see more insurance 'than usual' being written for engineering projects and professional indemnity - whether that is already in the share price or not who knows?