QBE 0.95% $16.72 qbe insurance group limited

Ann: Business Interruption Update, page-44

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  1. 3,782 Posts.
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    well said Ash. Couldn't agree more. Good entry price and really hope reporting season doesn't disappoint beyond the known. I'll be combing over the results for the hidden sins and curious how
    much PY development they release to massage the picture but at $1.5bn loss, won't look pretty either way. Another cap raise and....we know where this will go. Upside is some m+a chatter that's always been around, just not sure how compelling qbe is and why any1 would spend 30% more acq premium, maybe they'll carve up some of the book, they did want to hive off the highly profitable mortgage insurance a while back....
    Last edited by mickeebee: 21/01/21
 
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