Core Viewpoint - Tokio Marine Holdings, Inc. is highlighted as a strong investment opportunity with a Zacks Rank of 1 and a significant increase in earnings estimates [1] Company Summary - Tokio Marine Holdings, Inc. operates in the insurance and financial services sector [1] - The Zacks Consensus Estimate for the company's current year earnings has increased by 17.7% over the last 60 days [1] - The company has a price-to-earnings (P/E) ratio of 9.64, which is notably lower than the industry average of 26.50 [1] - Tokio Marine Holdings possesses a Value Score of B, indicating strong value characteristics [1]

Investors looking for stocks in the Insurance - Property and Casualty sector might want to consider either Tokio Marine Holdings Inc. (TKOMY) or W.R. Berkley (WRB) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks wi ...

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Investors looking for stocks in the Insurance - Property and Casualty sector might want to consider either Tokio Marine Holdings Inc. (TKOMY) or Kinsale Capital Group, Inc. (KNSL) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank ...

Tokio Marine Holdings Inc. (TKOMY) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a ch ...

Investors with an interest in Insurance - Property and Casualty stocks have likely encountered both Tokio Marine Holdings Inc. (TKOMY) and Kinsale Capital Group, Inc. (KNSL) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stoc ...

Tokio Marine Holdings, Inc. (OTCPK:TKOMY) Q4 2024 Earnings Conference Call November 26, 2024 11:00 PM ET Conference Call Participants Thank you for joining us for Tokio Marine Holdings Business Strategy briefing for the Second Half of Fiscal Year 2024, in spite of your busy schedules. I will serve as the moderator. And I am Ishiguro from Global Communications. Next from TMNF, President and Chief Executive Officer, Hiroaki Shirota; Vice President Executive Officer, Kenichi Kitazawa; Senior Managing Executive ...

Financial Data and Key Metrics - Net premiums written increased by 5.7% year-on-year, driven by rate increases in Japan and International businesses [15] - Life Insurance Premiums decreased by 32.9% due to block reinsurance ceded by Tokio Marine and Nichido Life Insurance Company [15] - Adjusted net income for Q2 was JPY771.2 billion, with a progress rate of 77% against the original projection [17] - Full-year adjusted net income projection revised to JPY1,040 billion, up JPY40 billion from the original projection [23] - Excluding gains from business-related equities, adjusted net income revised down by JPY82 billion to JPY528 billion [23] Business Line Performance - Japan P&C business had a benign Nat Cat for the first half of the year, with a high progress rate due to yen appreciation and foreign currency claim reversals [19][20] - International Business showed strong underwriting performance in North America and Brazil, with a progress rate of 53% in local currency terms [21] - Life Insurance business saw a significant decline in premiums due to reinsurance ceding [15] Market Performance - North America and Brazil were key drivers of strong underwriting performance in the International Business [18][21] - CRE loans in the US faced challenges due to high interest rates and inflation, leading to conservative CECL provisions [8][24] Strategic Direction and Industry Competition - The company is focusing on globally diversified, bottom-focused underwriting and leveraging robust capital gains to achieve top-tier EPS growth [28] - M&A activities, including the acquisition of ID&E Holdings for JPY97.8 billion, are aimed at enhancing corporate value and expanding disaster prevention and mitigation services [13][33] - The company plans to increase the share buyback budget from JPY200 billion to JPY220 billion [36] Management Commentary on Operating Environment and Future Outlook - Management highlighted the strong underlying performance of the underwriting business, particularly in North America and Brazil [6] - The company expects flat growth in normalized adjusted income for FY2024, with a focus on disciplined capital policy and ROE enhancement [27][28] - CRE loan provisions are being managed conservatively due to the challenging environment, with potential impacts carrying over to FY2025 [8][24] Other Important Information - The company announced a TOB on ID&E Holdings, a domestic top-class engineering consultancy firm, for JPY97.8 billion [13] - The ESR (Economic Solvency Ratio) stands at 147%, indicating a solid capital position [12] - The company revised the DPS (Dividend Per Share) upward from JPY159 to JPY162 [12] Q&A Session Summary Question: CRE Loan Provisions and LTV Classes - The company does not disclose detailed LTV class balances but mentioned a provision rate of 16.5% for office properties [42] - CRE loan losses are expected to be JPY1.2 billion, with potential carryover to FY2025 [47][72] Question: International Business and Tax Rate Impact - The effective tax rate for international group companies has increased due to US GAAP and provisions related to CECL loans [50][52] Question: ID&E Acquisition Synergies and Impact on ESR - The acquisition of ID&E is expected to enhance disaster prevention and mitigation capabilities, with limited impact on ESR due to its capital-light nature [58][59] Question: CRE Loan Provisioning and Market Misinterpretation - The company acknowledged a misinterpretation of the CRE loan market, with higher interest rates and inflation impacting sponsor cash flows [65] Question: International Business Risk Assessment - The company expects additional losses related to CRE loans, with potential carryover to FY2025, but no significant concerns in other asset classes [68][72] Question: US Business Outlook and Reserving - The US business outlook remains stable, with rate increases in some lines of business and flat growth expected in reinsurance rates [77][78] Question: ID&E Acquisition Details and Market Expansion - The acquisition of ID&E is aimed at expanding disaster prevention and mitigation services, leveraging ID&E's expertise in urban and spatial development [83][84] Question: Business-Related Equities Sales Progress - The company revised its sales target for business-related equities to JPY750 billion, with plans to complete the reduction by 2029 [92] Question: ID&E Earnings Volatility - ID&E's earnings are expected to remain stable over the long term, with limited impact on Tokio Marine's earnings volatility [96] Question: Auto Loss Ratio Assumptions - The company made a minor downward revision to the normalized loss ratio, with no significant changes in auto loss ratio projections [101]

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. Most Powerful Force Impacting Stock Prices Harnessing the Power of Earnings Estimate Revisions Earnings Estimate Revisions for Tokio Marine Bottom Line The upgrade of Tokio Marine to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks ...

sodafish TKOMY is "Japan's largest general insurance group" according to Hennessy Funds' May 2024 article. As per MS&AD Insurance Group Holdings' Japanese insurance industry research report, Tokio Marine and its peers, MS&AD Insurance and Sompo Group, in aggregate boast a "90% market share" of the country's non-life insurance segment. Tokio Marine is also among the leading insurance companies in key international markets, as per the chart presented below. Tokio Marine's Market Share Ranking In Specific Over ...