Key Takeaways SIGI is driving premium growth through exposure growth, high retention rates, and increased new business. The excess and surplus Lines segment gains from renewal pure price increases and strong new business momentum. Selective Insurance expects after-tax net investment income of $405 million for 2025.Selective Insurance Group, Inc. (SIGI) shares are trading at a premium to the Zacks Property and Casualty Insurance industry. Its price-to-book value of 1.69X is higher than the industry average ...

BETHESDA, MD, June 23, 2025 (GLOBE NEWSWIRE) -- Alset Inc. (NASDAQ:AEI) ("AEI" or the "Company"), a diversified holding company principally engaged through its subsidiaries in the development of smart and sustainable home communities and other property development, financial services, digital transformation technologies, biohealth activities and consumer products, is pleased to announce that its Board of Directors has authorized a new stock repurchase program of up to $1,000,000 of the Company’s outstanding ...

ab 16 June 2025 Powered by YES UBS Evidence Lab Global Research China Property China Housing Survey: Subdued sentiment but stabilisation in tier 1 cities Weakened price expectations, with divergence among cities UBS Evidence Lab's latest China Housing survey of 2,500 respondents across mainland China (28 March-21 April 2025; > Access Dataset) shows a subdued intention to buy property over the next two years compared with the previous survey in Sept 2024. However, we see divergence among cities, with stable ...

June 19, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Stagnates in Absence of Policy Change Sentiment remains flat amid lukewarm macro conditions and an unstable geopolitical situation. The Lujiazui Forum points to more opening up of financial markets, while further fiscal policy could be delayed. We caution against a likely volatility pickup. A-share investor sentiment stayed flat vs. previous cycle: Weighted MSASI and simple MSASI remained flattish at 66% and 53%, respectively, ...

China Real Estate Equities Beijing tour wrap: Firming up confidence China We hosted a property tour in Beijing on 17-18 June; our key takeaways are summarised below. A sign of normalcy: Our two-day trip to Beijing (projects visited in Figure 2) reaffirmed our confidence in the market. Without prior knowledge, it almost appears the recent property turmoil never happened. Our project visits suggest a normalized backdrop and healthy visitation levels. Similar to our recent trips to Shanghai and Hangzhou, we we ...

Group 1 - The core viewpoint of the article emphasizes the need for special rectification of property management in residential communities to enhance service quality and protect residents' rights [1][2] - The provincial housing and urban-rural development department has initiated a campaign to address issues related to property management, focusing on transparency and accountability in financial matters [2][3] Group 2 - Multiple cities and counties are actively innovating property management service mechanisms, such as establishing long-term mechanisms for credit supervision and information disclosure [3] - A total of 1,221 residential communities have been inspected, identifying 3,789 issues, with 1,635 problems rectified, benefiting over 234,000 households [3]

Company Performance - Allstate's stock closed at $195.67, reflecting a decrease of -1.27% from the previous trading session, underperforming compared to the S&P 500's loss of 0.03% [1] - Over the past month, Allstate's shares have declined by 4.77%, while the Finance sector has lost 1.73% and the S&P 500 has gained 0.6% [1] Earnings Forecast - Allstate is expected to report an EPS of $3.2, indicating a significant increase of 98.76% compared to the same quarter last year, with projected revenue of $17.29 billion, a rise of 9.29% year-over-year [2] - For the full year, earnings are projected at $18.2 per share and revenue at $69.19 billion, representing changes of -0.66% and +7.55% respectively from the prior year [3] Analyst Estimates and Stock Ratings - Recent adjustments to analyst estimates for Allstate indicate a positive outlook, with a 1.69% upward shift in the Zacks Consensus EPS estimate over the past month [5] - Allstate currently holds a Zacks Rank of 3 (Hold), which reflects the average performance of the stock [5] Valuation Metrics - Allstate's Forward P/E ratio stands at 10.89, which is lower than the industry average of 11.55, suggesting a valuation discount [6] - The company's PEG ratio is 1.03, compared to the industry average PEG ratio of 2.71, indicating a more favorable growth valuation [6] Industry Context - The Insurance - Property and Casualty industry, part of the Finance sector, has a Zacks Industry Rank of 54, placing it in the top 22% of over 250 industries [7] - Research indicates that industries in the top 50% of the Zacks Rank tend to outperform those in the bottom half by a factor of 2 to 1 [7]

Key Takeaways FAF expects modest improvement in both residential purchase and refinance businesses for 2025. Direct premiums, escrow fees, and title agent premiums are expected to continue driving top-line growth. Favorable growth estimates, improving commercial business and affordable shares boost FAF's long-term outlook.First American Financial Corporation (FAF) shares are trading at a discount to the Zacks Property and Casualty Insurance industry. Its forward price-to-book value of 1.18X is lower than ...

Core Insights - Shares of The Travelers Companies, Inc. (TRV) have increased by 26.8% over the past year, outperforming the Finance sector and the Zacks S&P 500 composite, which grew by 17.8% and 9.1% respectively [1] - The company has a market capitalization of $59.90 billion, with an average trading volume of 1.3 million shares over the last three months [1] Stock Performance - TRV shares closed at $264.41, trading above the 50-day and 200-day simple moving averages of $263.84 and $251.68, indicating strong upward momentum [4] - The average price target from 21 analysts for TRV is $285.24 per share, suggesting a potential upside of 7.5% from the last closing price [13] Financial Projections - The Zacks Consensus Estimate for Travelers' 2025 revenues is $49.17 billion, reflecting a year-over-year growth of 5.8% [9] - The consensus estimates for 2026 earnings per share and revenues indicate increases of 30.7% and 6.3% respectively from the 2025 estimates [9] - Travelers has consistently beaten earnings estimates in the past four quarters, with an average surprise of 75.37% [9] Analyst Sentiment - Eight out of 14 analysts covering TRV have raised their estimates for 2025, and six have done so for 2026 in the past 60 days, leading to a 2.9% and 1.7% increase in the consensus estimates for those years [10] Growth Drivers - TRV is positioned for growth due to high retention rates, favorable pricing, and new business gains, with plans to introduce new products in the Bond and Specialty segment in 2025 [6][17] - The company expects fixed-income net investment income to rise from $725 million in Q2 to $790 million in Q4 2025 [6][19] Valuation Metrics - TRV shares are trading at a premium, with a price-to-book value of 2.13X compared to the industry average of 1.56X [7] - The company has a Value Score of B, indicating it is an attractive value stock [7] Return on Investment - The return on equity (ROE) for the trailing 12 months is 16.1%, significantly higher than the industry average of 7.8% [15] - The return on invested capital (ROIC) has been increasing, currently at 9%, compared to the industry average of 5.9% [16] Strategic Positioning - Travelers maintains a conservative balance sheet with a debt-to-capital ratio between 15% and 25%, and has been increasing its book value for the past decade [20] - The company has a strong presence in the U.S. property-casualty insurance market, supported by a diversified portfolio and solid capital strength [21] Dividend Policy - Travelers has increased its dividends for 21 consecutive years, with a dividend yield of 1.7%, which is attractive compared to the industry average of 0.2% [22]

BGSF, Inc. (NYSE: BGSF ) is a professional workforce solutions and property management firm that just sold off its professional division to INSPYR Solutions. The stock jumped 35% to close at $5.37 on Tuesday on this news. A I am a private investor based out of Toronto, Canada and I have been investing since 2003. After 8 years in Corporate Finance with a Canadian Telecom company I have decided to dedicate myself full-time to the capital markets. I write on Seeking Alpha to demonstrate my financial analysis ...