we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.We're impressed by the yield to worst and the safety of Aegon's ( AEF ) financial instruments, one of the major finance and insurance companies.Arbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 40 analysts. They identify mispriced investments in fixed-income and closed-end ...

Aegon Ltd. (NYSE:AEG) is one of the best undervalued stocks to buy under $10. Aegon Ltd. (NYSE:AEG) received several rating updates in January. On January 16, Berenger Bank reiterated a Buy rating on the stock and set a price target of €7.40. Aegon Ltd. (NYSE:AEG) also received a rating update from Morgan Stanley on January 9, with the firm cutting the price target on the stock to EUR 7 from EUR 7.30 while maintaining an Overweight rating. In another development, Deutsche Bank resumed coverage of Aegon L ...

Core Viewpoint - The article discusses the best undervalued stocks to buy under $10, highlighting the potential for investment opportunities in this price range. Group 1: Market Insights - Goldman Sachs' Ben Snider expects the broadening of equity market returns to continue, indicating a different perspective on US equities compared to other markets [2][3] - The S&P 500 generated a total return of 18% last year, which was considered extraordinary, yet it was one of the worst-performing global markets [2] - Snider anticipates continued diversification in equity market returns, suggesting that US equities can still perform well [3] Group 2: AI Trade and Earnings - The focus for the market this year is on visible near-term earnings, particularly in the context of the AI trade [4] - Infrastructure spending has been a key driver of the AI trade due to visible earnings, but trends are shifting as companies outside the tech sector begin to show earnings accretion from AI [4] Group 3: Methodology for Stock Selection - The article outlines a methodology using stock screeners to identify companies with specific criteria, including a stock price below $10 and a forward P/E below 15 [9] - The top 10 stocks were selected based on the highest number of hedge fund holders as of Q3 2025, with data sourced from Insider Monkey's database [7] Group 4: Company Highlights - **Lloyds Banking Group plc (NYSE:LYG)**: - Reported £1.4 billion of annualized additional revenues from strategic initiatives in 2025, with management confident in reaching £2 billion by the end of 2026 [10][11] - Underlying net interest income was £13.6 billion, up 6% from 2024, with a banking net interest margin of 3.06% [11] - GenAI delivered around £50 million of value in 2025, with expectations of over £100 million in 2026 [12] - **Aegon Ltd. (NYSE:AEG)**: - Received multiple rating updates in January, with a Buy rating and a price target of €7.40 from Berenger Bank [14] - Aegon UK plans to expand access to private market assets for over 375,000 members of its second-largest workplace default fund [15][16] - The initiative will invest across various asset classes, building on previous successful integrations of private markets [16][17]

（原标题：荷兰全球人寿保险集团成立保险资产管理公司） 企查查APP显示，近日，荷全保险资产管理有限公司成立，法定代表人为张梦姣，注册资本2.5亿元， 经营范围为保险资产管理。企查查股权穿透显示，该公司由荷兰全球人寿保险集团（Aegon Ltd.）全资 持股。 ...

Group 1 - Aegon Ltd. (NYSE:AEG) is recognized as one of the top cheap stocks under $20, with a recent price target cut by JPMorgan to EUR 8 from EUR 8.50 while maintaining an Overweight rating [1] - Bank of America Securities has also maintained a Buy rating on Aegon Ltd. with a price target of €7.50 [1] - Aegon announced its ambition to become a leading US life insurance and retirement group during its Capital Markets Day (CMD) 2025, with plans to relocate its legal seat and head office to the United States by January 1, 2028 [2][3] Group 2 - The re-domiciliation initiative supports Aegon’s commitment to prioritize resources for building a leading US life insurance and retirement group [3] - Aegon plans to report under US GAAP for the first time in its full-year 2027 results and will limit disclosures to comprehensive half-year reporting during the transition [3] - Aegon operates in various segments including Americas, The Netherlands, United Kingdom, International, Asset Management, and Holding and Other Activities [4]

Core Insights - Aegon is hosting its 2025 Capital Markets Day to present its group strategy and financial plans for the upcoming years [1][2] Group Strategy - The CEO, Lard Friese, will discuss the group's strategy and the potential relocation of the group to the United States [2] Financial Plans - The CFO, Duncan Russell, will provide details on the financial plans for the coming years [2] U.S. Business Strategy - Will Fuller, CEO of Aegon’s U.S. business, will update on the strategy of Transamerica [2] Asset Management Strategy - Shawn Johnson, CEO of Aegon Asset Management, will present the Asset Management strategy [2]

Core Insights - The anticipated positive catalyst from Aegon's Capital Markets Day did not materialize as expected [1] Company Analysis - Aegon (AEG) and its alternative listing (AEGOF) are under scrutiny following the recent Capital Markets Day, which failed to meet expectations for positive developments [1]

Core Viewpoint - Aegon is relocating its headquarters from the Netherlands to the U.S. and rebranding as Transamerica to enhance its position in the U.S. life insurance market [1] Group 1: Company Strategy - The relocation and rebranding are part of Aegon's ambition to become a leading player in the U.S. life insurance and retirement sectors [1]

Core Viewpoint - Aegon is transitioning its head office and legal seat to the United States, aiming to become a leading US life insurance and retirement group by January 1, 2028 [1][2][6] Group 1: Transition Plans - Aegon Ltd. will be renamed Transamerica Inc. after the re-domiciliation process, while business units will retain their current brands [2] - An Extraordinary General Meeting is planned for Q4 2026 to seek shareholder approval for the relocation [3] - The transition is expected to incur a one-time implementation cost of approximately €350 million between H2 2025 and H1 2028 [4] Group 2: Strategic Focus - The company aims to prioritize resources to build a leading franchise in the US life insurance market, which is the largest globally [6][7] - Transamerica currently represents around 70% of Aegon's operations, targeting underserved segments such as Main Street American families and medium-sized companies [6] Group 3: Financial Adjustments - Aegon has chosen to reinsure a block of Secondary Guarantee Universal Life (SGUL) contracts, covering 30% of the face value of its SGUL business, which reduces total capital employed by $0.3 billion to $2.7 billion [7][8] - This transaction is expected to have minimal impact on the company's IFRS valuation equity and operating profit while mitigating future risks associated with mortality and policyholder behavior [9]

Core Viewpoint - The Dutch insurer and asset manager is planning to relocate its business operations to the United States and will undergo a rebranding to Transamerica Inc. [1] Company Summary - The company is currently based in the Netherlands and is making a strategic move to the U.S. market [1] - The rebranding to Transamerica Inc. indicates a significant shift in the company's identity and market focus [1] Industry Implications - This relocation and rebranding may reflect broader trends in the insurance and asset management industry, particularly the movement of European firms to the U.S. for growth opportunities [1] - The decision could impact competitive dynamics within the U.S. insurance market, potentially increasing competition among existing players [1]