As I’ve covered in previous articles , I see Zurich’s ( OTCQX:ZURVY )( OTCQX:ZFSVF ) investment case to be mainly geared toward income, as the company offers an interesting dividend yield, but its valuation is somewhat high. In this article, I review its mostLabutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio mana ...

Last time, we still believed there was room for stock price growth, and since then, the stock has indeed appreciated, validating our conviction. In the meantime, Zurich Insurance Group ( OTCQX:ZURVY ) ( OTCQX:ZFSVF ) paid a generousBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, ...

股市反弹与财报预警形成诡异对照。德股逼近历史高位，美股日股较上月低点反弹超15%，但企业财报暗流涌动：伊莱克斯下调业绩展望，沃尔沃、罗技、 帝亚吉欧集体放弃全年目标，通用汽车强撑业绩却撤回预测。Miller警告，一季度财报或是最后一块"净土"，二季度关税影响将逐步显现，而市场估值尚未 反映任何关税冲击。 增长预测被集体改写。三个月前还在憧憬经济强劲反弹的经济学家们，如今正将衰退风险标注为"高度可能"。巴克莱预测美欧将陷入轻度衰退，但警告这并 非定局——若贸易协议加速落地或财政刺激及时到位，风险曲线或被强行压平。美国银行专家Ruben Segura-Cayuela则指出，工资上涨与央行鸽派转向，可 能为消费端注入意外强心剂。 大宗商品市场亮起警示灯。油价年内重挫16%直指需求疲软，铜价虽从四月低点反弹却难回三月高位。花旗银行看衰未来半年铜价走势，直指美国关税政策 正侵蚀制造业活力。这些曾被视为经济晴雨表的资源价格，如今更像衰退剧本的序章。 债券交易员在押注政策救场。欧洲央行年内降息60个基点的预期被市场消化，美联储2026年中降息115个基点的预期虽被削减，但交易员仍坚信央行会为经 济托底。德意志银行策略师He ...

Offering addresses growing insurance challenges for large companies amid claims escalation; provides up to $100 million in claims-made excess casualty coverage.NEW YORK, May 1, 2025 /PRNewswire/ -- Chubb, Zurich North America and National Indemnity have announced a new excess casualty facility that can offer up to $100 million in lead excess casualty insurance capacity on a claims-made basis for large national and multinational companies. The facility is unique in the industry and will deliver excess umbrel ...

文章核心观点 - 预计市场对苏黎世保险集团（OTCQX:ZURVY）第四季度财报将有积极反应，公司业绩创纪录，为新计划奠定基础 [1] 公司情况 - 苏黎世保险集团公布第四季度财报，业绩创纪录，交付表现强劲，鉴于2024年更高的业绩基数，为新计划设定了节奏 [1]

Zurich Insurance Group AG (OTCQX:ZURVY) Q4 2024 Results Conference Call February 20, 2025 9:00 AM ET Company Participants Mitchell Todd - Head of Investor Relations Mario Greco - Chief Executive Officer Claudia Cordioli - Chief Financial Officer Conference Call Participants Andrew Sinclair - BofA Global Research Andrew Baker - Goldman Sachs Michael Huttner - Berenberg Andrew Crean - Autonomous Research Kamran Hossain - J.P. Morgan William Hawkins - KBW Will Hardcastle - UBS Dominic O’Mahony - BNP Paribas Ex ...

文章核心观点 - 洛杉矶近期野火预计对保险行业是重大事件，可能成为美国历史上保险损失最昂贵的野火，不过损失估计仍不确定 [1] 分析师信息 - Labutes IR是金融领域基金经理/分析师，有超18年金融市场经验，曾在行业内多家机构买方从事投资组合管理工作，与现有作者The Outsider有关联 [1]

文章核心观点 - 投资者对多领域保险股感兴趣时可能会关注苏黎世保险集团和Goosehead保险 需进一步分析以确定哪只股票对价值投资者更具吸引力 基于盈利前景和估值指标 苏黎世保险集团可能是更优的价值选择 [1][7] 股票评级情况 - 苏黎世保险集团和Goosehead保险目前的Zacks评级分别为1（强力买入）和3（持有） 苏黎世保险集团近期盈利前景改善可能强于Goosehead保险 [3] 价值投资考量因素 - 发现优质价值投资机会的最佳方式是将强劲的Zacks评级与风格评分系统中价值类别的高评级相结合 Zacks评级倾向于盈利预估修正趋势良好的股票 风格评分突出具有特定特征的公司 [2] - 价值投资者会参考传统指标寻找当前股价被低估的股票 价值类别通过多种关键指标突出被低估的公司 包括市盈率、市销率、盈利收益率、每股现金流等 [4] 估值指标对比 - 苏黎世保险集团的预期市盈率为7.78 Goosehead保险为76.05 苏黎世保险集团的PEG比率为0.48 Goosehead保险为2.46 [5] - 苏黎世保险集团的市净率为3.45 Goosehead保险为2019.57 这些指标使苏黎世保险集团价值评级为B Goosehead保险为F [6]

文章核心观点 - 有从事全球发达市场跨行业基本面、收益导向、长期分析的买方对冲专业人士，欢迎交流想法 [1] 分析师持仓情况 - 分析师通过股票、期权或其他衍生品对ZURVY、ZFSVF股票有实益多头头寸 [2]

分析师持仓情况 - 分析师通过股票、期权或其他衍生品对ZURVY、MURGY、AXAHY、CB股票持有多头头寸 [1] 股票持有情况 - 分析师持有文章中所有欧洲/斯堪的纳维亚公司的欧洲/斯堪的纳维亚股票代码（非美国存托凭证） [2] - 分析师持有所写的所有加拿大股票的加拿大股票代码 [2]