Core Insights - Oxbridge Re Holdings Limited is a leader in digitizing reinsurance securities as tokenized real-world assets, with its subsidiary SurancePlus focusing on this innovative approach [1][5] - The upcoming panel at Uncorrelated Cayman 2025 will discuss the impact of tokenization and stablecoins on traditional finance and on-chain markets, highlighting regulatory and custody considerations [2][3] - SurancePlus aims to democratize access to reinsurance as an alternative investment, offering high-yield opportunities supported by blockchain infrastructure and regulatory compliance [4][7] Company Overview - Oxbridge Re Holdings Limited is headquartered in the Cayman Islands and offers tokenized Real-World Assets as reinsurance securities and business solutions to property and casualty insurers [5] - The company operates through subsidiaries including SurancePlus Inc, Oxbridge Re NS, and Oxbridge Reinsurance Limited, focusing on the Gulf Coast region of the United States for property and casualty reinsurance [6] Investment Opportunities - SurancePlus has introduced two tokenized offerings for the treaty year 2025/2026, targeting annual returns of 20% for EtaCat Re and 42% for ZetaCat Re [8]

Core Viewpoint - Oxbridge Re Holdings Limited plans to hold a conference call on November 6, 2025, to discuss its third-quarter financial results for the period ending September 30, 2025, with results to be released after market close on the same day [1] Group 1: Company Overview - Oxbridge Re Holdings Limited is a leader in digitizing reinsurance securities as tokenized real-world assets (RWAs) [1] - The company is headquartered in the Cayman Islands and offers tokenized RWAs and reinsurance business solutions to property and casualty insurers through its subsidiaries [3] - Subsidiaries include SurancePlus Inc., Oxbridge Re NS, and Oxbridge Reinsurance Limited [3] Group 2: Subsidiary Focus - SurancePlus Inc., a Web3-focused subsidiary, has developed the first "on-chain" reinsurance RWA sponsored by a publicly traded company [5] - By digitizing interests in reinsurance contracts as on-chain RWAs, SurancePlus democratizes access to reinsurance as an alternative investment for both U.S. and non-U.S. investors [5] Group 3: Conference Call Details - The conference call is scheduled for November 6, 2025, at 4:30 p.m. Eastern time, with a listen-only toll-free number provided for participants [2] - A replay of the call will be available until November 20, 2025, with specific toll-free and international replay numbers [3]

Core Viewpoint - The article highlights three stocks with strong income characteristics and a buy rank for investors to consider as of October 24 Group 1: Stock Analysis - SCOR SE (SCRYY) is a reinsurance company with a Zacks Consensus Estimate for current year earnings increasing by 6% over the last 60 days and a dividend yield of 4.1%, significantly higher than the industry average of 1.7% [1] - Royal Bank of Canada (RY) is a diversified financial services company with a Zacks Consensus Estimate for current year earnings increasing by 5.3% over the last 60 days and a dividend yield of 3.1%, slightly above the industry average of 3% [2] - Universal Insurance Holdings, Inc. (UVE) is an insurance holding company with a Zacks Consensus Estimate for current year earnings increasing by 63.8% over the last 60 days [2]

Strategic Transaction Accelerates FG Nexus ETH Treasury Strategy Positions FG Reinsurance as a Pioneer in Tokenized Reinsurance Charlotte, NC, Oct. 23, 2025 (GLOBE NEWSWIRE) -- FG Nexus Inc. (Nasdaq: FGNX, FGNXP) (the “Company” or “FG Nexus”), today announced an agreement to sell a majority stake in FG Reinsurance Ltd. and FG Re Solutions Limited (the “FG Reinsurance Division”) to Devondale Holdings LLC (“Devondale”) led by industry veteran Tom Heise. Through the transaction, FG Nexus will receive approxima ...

Core Viewpoint - The market anticipates a year-over-year decline in Everest Group's earnings despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Everest Group is expected to report quarterly earnings of $13.39 per share, reflecting an 8.4% decrease year-over-year, while revenues are projected to be $4.45 billion, a 3.8% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 14.96% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that Everest Group has an Earnings ESP of 0%, suggesting no recent differing analyst views from the consensus estimate [11]. The company holds a Zacks Rank of 2, complicating predictions of an earnings beat [11]. Historical Performance - In the last reported quarter, Everest Group exceeded the expected earnings of $15.14 per share, achieving $17.36, resulting in a surprise of +14.66% [12]. Over the past four quarters, the company has beaten consensus EPS estimates twice [13]. Market Reaction Factors - An earnings beat or miss alone may not dictate stock movement, as other factors can influence investor sentiment [14]. Betting on stocks expected to beat earnings can improve success odds, making it essential to check Earnings ESP and Zacks Rank before quarterly releases [15]. Conclusion - Everest Group does not currently appear to be a strong candidate for an earnings beat, but investors should consider additional factors when making investment decisions ahead of the earnings release [16].

Core Insights - FGH Parent (FGP), along with Fortitude Re and Carlyle, has launched a new reinsurance sidecar named Fortitude Carlyle Asia Reinsurance (FCA Re) to enhance Fortitude Re's operations in the Asian life and annuity insurance market [1][2] Group 1: FCA Re Overview - FCA Re is a Class E-licensed reinsurer based in Bermuda, aimed at facilitating Fortitude Re's growth in Asia [1] - The initial focus of FCA Re will be to assume a portion of Fortitude Re's existing liabilities and provide reinsurance for future transactions in the Asian market [2] Group 2: Financial Commitments and Structure - FCA Re has a capital base exceeding $700 million, which includes both equity and anticipated debt capacity [2] - Equity commitments have been secured from Fortitude Re, Carlyle, and a consortium of international institutional investors, including T&D Insurance Group, AllianceBernstein, Shinhan Life, and the National Pension Service of Korea [3] Group 3: Strategic Implications - Once fully deployed, FCA Re is expected to contribute approximately $10 billion in fee-earning assets under management to Carlyle [4] - The initiative is seen as a strategic extension of Carlyle's approach to providing integrated asset, capital, and liability solutions to insurance clients globally [4][5] Group 4: Recent Transactions - Earlier in the year, Fortitude Re completed a $4 billion reinsurance transaction with Taiyo Life Insurance, part of T&D Holdings [6]

Core Insights - AllianceBernstein L.P. plans to expand its insurance presence in Asia through an equity investment in Fortitude Carlyle Asia Reinsurance, Ltd. [1][2] - The investment positions AllianceBernstein as a lead investor in FCA Re, which focuses on Asian liabilities and will manage private alternative assets for the reinsurance entity [2][3] - The partnership aims to enhance innovative solutions for clients in the Asian market, reflecting AllianceBernstein's commitment to growth in the region [3] Company Overview - AllianceBernstein has over 40 years of experience serving insurance companies and currently manages nearly $190 billion in insurance-related assets as of June 30, 2025 [3][4] - As of September 30, 2025, AllianceBernstein's total assets under management reached $860 billion [4] Strategic Goals - The investment in FCA Re is part of AllianceBernstein's broader growth strategy in the Asia Insurance Market, reinforcing its long-term commitment to the region [3]

Core Insights - The rise of catastrophe bonds is impacting the market share of reinsurers, with primary insurers increasingly relying on these bonds instead of traditional reinsurance [1][2] - The market for catastrophe bonds has grown significantly, with estimates indicating a growth of over 50% to $55 billion since 2023 [3] - Reinsurers are experiencing pressure on their rates due to the shift towards capital markets for risk transfer, leading to price corrections and diminished market dominance [6] Market Dynamics - Primary insurers now sponsor 58% of all catastrophe bonds, up from 48% two years ago, indicating a shift in reliance from reinsurers [1] - Reinsurers remain dominant but are losing market share to alternative investment managers seeking higher returns [2] - The increasing reliance on capital markets coincides with rising costs from natural catastrophes, with industry losses expected to exceed $150 billion this year [3] Catastrophe Bonds Performance - Catastrophe bonds can yield significant returns if no catastrophic event occurs, as evidenced by the Swiss Re Global Cat Bond Performance Index, which gained about 10% this year [4][5] - The issuance of catastrophe bonds has reached record levels, with projections for continued growth into 2025 [5] Reinsurers' Response - Some reinsurers are adapting by increasing their involvement in the catastrophe bond market, both as issuers and investment managers [7] - Swiss Re emphasizes the importance of capital market instruments as complementary to traditional reinsurance, aiming to provide effective risk transfer solutions [8]

Core Insights - KKR and Quadrantis Capital have entered into agreements to acquire minority stakes in Peak Reinsurance Company Limited, with KKR expected to hold approximately 11.27% and Quadrantis Capital 1.80% of the issued share capital [1][2]. Group 1: Transaction Details - The transactions are anticipated to close in Q4 2025, pending regulatory approvals and customary closing conditions [2]. - Following the agreements, Prudential Financial, which held an approximate 13.07% stake, has divested its interest in Peak Re [3]. Group 2: Company Strategy and Leadership - Peak Re emphasizes that these strategic partnerships will enhance its commitment to serving a global clientele, supported by strong governance and ring-fencing arrangements [4]. - The CEO of Peak Re stated that the company aims to support the growth and resilience of economies in emerging markets across Asia and beyond [4]. Group 3: Investor Perspectives - KKR's Managing Director highlighted that Asia is becoming a global growth engine for insurance and reinsurance, positioning Peak Re favorably to meet global client needs [5]. - Quadrantis Capital expressed its commitment to constructive, value-driven partnerships as a new minority investor in Peak Re [6].

Core Viewpoint - KKR & Co. and Quadrantis Capital are set to acquire minority stakes in Peak Reinsurance Co., with KKR holding approximately 11.3% and Quadrantis holding about 1.8%, while Fosun International Ltd. retains 86.7% ownership [1][2]. Group 1: Transaction Details - Prudential Financial Inc. has divested its indirect holding of around 13.1% in Peak Re as part of the transaction with KKR and Quadrantis [2]. - The deal is anticipated to close in the fourth quarter, subject to regulatory approvals [2]. Group 2: Company Background - Peak Re, established in 2012, provides insurance services globally, focusing on property and casualty, as well as life and health insurance [3]. - Fosun International has attempted to sell Peak Re multiple times in recent years, aiming for a valuation of approximately $1 billion [3]. Group 3: Market Position and Growth Potential - As Asia is recognized as a global growth engine for insurance and reinsurance, Peak Re is strategically positioned to cater to the needs of global clients, according to KKR's managing director Bing Gu [3].