AEGON - Bullish - Strong buy - PT $5,00
We think that AEGON is one of the best Dutch stocks at the moment.
* Q1 NET PROFIT 1.27 BILLION EUR
Insurer Aegon: Q1 pretax income 366 mln euros, solvency rises to 208%
Summary
We look at two Dutch insurance companies, Aegon and NN Group, to analyse the better Dutch insurance exposure on a comparative basis.
Aegon wins out in terms of both dividend coverage and dividend yield, making it the preferred pick for income-oriented investors.
Aegon's geographic exposures are also more attractive for the medium-to-long term due to its superior geographic exposures.
Overall, Aegon is the winner, although with reservations due to its exposure to non-cyclicals and energy debt instruments in its investment portfolio.
Aegon (AEG) is an integrated, diversified financial services group that offers innovative and effective savings and insurance solutions for customers worldwide
seekingalpha.com/art...on-is-preferred-pick
www.reuters.com/arti...27-bln-idUSASN0006NO
* Q1 NET PROFIT 1.27 BILLION EUR
Insurer Aegon: Q1 pretax income 366 mln euros, solvency rises to 208%
Summary
We look at two Dutch insurance companies, Aegon and NN Group, to analyse the better Dutch insurance exposure on a comparative basis.
Aegon wins out in terms of both dividend coverage and dividend yield, making it the preferred pick for income-oriented investors.
Aegon's geographic exposures are also more attractive for the medium-to-long term due to its superior geographic exposures.
Overall, Aegon is the winner, although with reservations due to its exposure to non-cyclicals and energy debt instruments in its investment portfolio.
Aegon (AEG) is an integrated, diversified financial services group that offers innovative and effective savings and insurance solutions for customers worldwide
seekingalpha.com/art...on-is-preferred-pick
www.reuters.com/arti...27-bln-idUSASN0006NO
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