⬆ $Travelers Cos(TRV)$ - Event: TRV reported operating EPS of $4.69 in 1Q24 compared with our estimate of $4.70 and consensus of $4.92. The company reported operating EPS... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/first-look-at-1q24-results?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Travelers Cos (TRV):- https://www.smartkarma.com/entities/travelers-cos-inc?utm_source=tiger_community
⬆ $Travelers Cos(TRV)$ - We are reiterating our Strong Buy rating, raising our 2025 operating EPS estimate, and increasing our target price to $250 on the shares of The... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/10-k-review-abbreviated-ioc-update-strong-buy?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Travelers Cos (TRV):- https://www.smartkarma.com/entities/travelers-cos-inc?utm_source=tiger_community
I closed $Travelers(TRV)$ ,TRV: shorted TRV on 19th Jan. Took opportunity to close the trade at modest 0.42% profit to recycle capital for more aggressive counters. After the gap up during earnings on 19th Jan, TRV consolidating sideways within a very tight range of between $210 to $215. As the breakout could be either up or down, the risk to reward had been neutralised therefore took opportunity on a bearish day today to close this trade for a small profit.
I opened $Travelers(TRV)$ ,TRV: Added additional position on TRV and short at $2.90 higher at $216.90 to average in my positions so total short average now were moved from $212 to $213. Shorted Travelers on earnings. TRV announced earnings on 19th Jan and though revenue missed estimates, the earnings surprised on the upside by a whopping 37% over forecast estimates in a record quarter on multiple KPIs. Betting against the stock in the sell the news scenario after the initial 5% pop after earnings.
I opened $Travelers(TRV)$ ,TRV: Added additional position on TRV and short at $2 higher at $2124 to average in my positions so total short average now were at $212. Shorted Travelers on earnings. TRV announced earnings on 19th Jan and though revenue missed estimates, the earnings surprised on the upside by a whopping 37% over forecast estimates in a record quarter on multiple KPIs. Betting against the stock in the sell the news scenario after the initial 5% pop after earnings.
I opened $Travelers(TRV)$ ,TRV: Shorted Travelers on earnings. TRV announced earnings on 19th Jan and though revenue missed estimates, the earnings surprised on the upside by a whopping 37% over forecast estimates in a record quarter on multiple KPIs. Betting against the stock in the sell the news scenario after the initial 5% pop after earnings.
I opened $Travelers(TRV)$ ,TRV: Added additional position on TRV and short at $2 higher at $212 to average in my positions so total short were at $211. Shorted Travelers on earnings. TRV announced earnings on 19th Jan and though revenue missed estimates, the earnings surprised on the upside by a whopping 37% over forecast estimates in a record quarter on multiple KPIs. Betting against the stock in the sell the news scenario after the initial 5% pop after earnings.
$旅行者财产险集团(TRV)$ 为美国保险业龙头之一,尤其财险业务具优势。截至2023年12月底止季度,集团的纯利16.26亿美元,核心盈利16.33亿美元,分别较2022年同期的8.19亿美元和8.1亿美元大幅增加,更高的基础承保盈利(即不包括净往年准备金发展和灾难损失),较低的灾难损失和更高的净投资收益。上季度的净实现投资损失为1,100万美元(税前),而2022年期的净实现投资收益为700万美元(税前)。 集团季度的净保费收入为99.94亿美元,按年增加13%,而年度净保费收入按年上升14%至402.01亿美元,主要反映三大业务范畴包括商业保险(Business In Insurance)、债券及专项保险(Domestic Bond & Specialty Insurance)和个人保险(Personal Insurance)业务领域均录得增长。除了保费收入外,集团亦过其投资组合获得投资收益;季度的税前净投资收入增加24%至7.78亿美元,主要归因于强劲的固定收益回报,以及固定收益投资的增长。 本季度向股东返还了总计2.98亿美元的资本;全年向股东返还的总资本为19.44亿美元。另外,2023年底的每股资产净值(Book Value per share)为109.19美元,较2022年年底增加18%,主要受到利率下降的影响。董事会宣布派发每股1美元的常规现金股息。Travelers上周五股价显著造好,一度高见214.29美元,收市升6.7%至211.67美元,成为当日最大升幅的道指成分股。今年以来,Travelers的股价累计升幅达11%。 金利丰证券研究部执行董事黄德几 笔者为证监会持牌人士,本人并无持有上述股份