摩根士丹利：高风险业务_9 月 24 日保险定价放缓_这意味着什么
摩根大通·2024-10-19 02:34
M Update Risky Business | Asia Pacific October 13, 2024 07:00 PM GMT Insurance Pricing Slowing In Sep-24: What Does It Mean? Our Sep-24 new business survey shows slowing premium growth vs peak levels in both Motor (+7%Y) and Home (+12%Y). We still see SUN and IAG's margins expanding in FY25E alongside double-digit insurance profit growth, but investors could start questioning insurers' margin momentum into FY26E. -30% -20% -10% 0% 10% 20% 30% 40% 50% 60% Home Premium Index Motor Premium Index Yo-Y change in ...