Earnings Alerts

MS&AD Insurance (8725) Earnings Soar, Surpassing Estimates with Increased FY Net Income Forecast

  • MS&AD has increased its net income forecast for the current fiscal year to 350 billion yen, up by 70 billion yen from the previous forecast.
  • The revision is primarily due to the expected performance of its consolidated subsidiary, Mitsui Sumitomo Insurance Co., Ltd, and overseas consolidated subsidiaries.
  • The previous net income was 280 billion yen, and the estimated net income was 304.76 billion yen.
  • Current estimates are beating the previous ones, indicating positive growth for the company.
  • The company’s performance is evaluated by 5 buys, 6 holds, and 2 sells.
  • The comparisons to past results are based on the values reported by the company’s original disclosures.

MS&AD Insurance on Smartkarma

Analysts on Smartkarma have been closely following the recent news of the Japanese Financial Services Agency (FSA) urging non-life insurers to reduce or eliminate their cross-shareholdings. In particular, analysts Sumeet Singh and Travis Lundy have published research reports on the impact this could have on MS&AD Insurance (8725 JP), one of the major players in the Japanese insurance market. According to Singh’s report, MS&AD has a stake of over US$100 million in at least 29 listed Japanese stocks, amounting to a total of US$17.4 billion. Lundy’s report also highlights the FSA’s push for faster liquidation of cross-holdings and the potential for sales of over Β₯6.5 trillion. Both analysts have a bullish outlook on MS&AD’s prospects in light of these developments.

In his report, Singh delves into the details of MS&AD’s cross-shareholdings in various companies and identifies potential candidates for further selldowns. On the other hand, Lundy focuses on the bigger picture of corporate governance in Japan and how these recent scandals could lead to significant changes in the non-life insurance industry. Both analysts provide valuable insights for investors looking to understand the potential impact of the FSA’s actions on MS&AD and the Japanese insurance market as a whole. With their expertise and in-depth analysis, Smartkarma’s independent analysts offer valuable perspectives for investors to consider.


A look at MS&AD Insurance Smart Scores

FactorScoreMagnitude
Value4
Dividend4
Growth5
Resilience5
Momentum5
OVERALL SMART SCORE4.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

MS&AD Insurance Group Holdings, Inc. is a well-established holding company that provides various insurance policies such as marine, fire, casualty, automobile, and life insurance. The company has recently been utilizing the Smartkarma Smart Scores, which rates companies on a scale of 1-5 based on their overall outlook. According to the scores, MS&AD Insurance has received high ratings in all factors, including value, dividend, growth, resilience, and momentum, with scores of 4 and 5. This suggests a positive long-term outlook for the company.

With a score of 4 for value and dividend, MS&AD Insurance is considered a good investment opportunity for those seeking stable and consistent returns. The company has also been recognized for its strong growth potential, with a score of 5 in this category. Additionally, MS&AD Insurance has a high score of 5 for resilience and momentum, indicating its ability to withstand market fluctuations and maintain a strong position in the industry. Overall, the Smartkarma Smart Scores paint a bright future for MS&AD Insurance, making it a promising choice for investors looking for a reliable and successful insurance company.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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