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Aktien Stammtisch
@Aktien_Stammtisch
7Hยท

๐Œ๐ฎ๐ง๐ข๐œ๐ก ๐‘๐ž: ๐๐Ÿ-๐†๐ž๐ฐ๐ข๐ง๐ง ๐ฏ๐จ๐ง โ‚ฌ๐Ÿ.๐Ÿ•๐, ๐’๐ญ๐š๐ซ๐ค๐ž ๐’๐œ๐ก๐š๐๐ž๐ง-๐Š๐จ๐ฌ๐ญ๐ž๐ง-๐๐ฎ๐จ๐ญ๐ž๐ง, ๐€๐ฎ๐ฌ๐›๐ฅ๐ข๐œ๐ค ๐›๐ž๐ฌ๐ญรค๐ญigt

$MUV2 (-6,6%)


๐Ÿ“Š ๐„๐ซ๐ ๐ž๐›๐ง๐ข๐ฌ๐ฌ๐ž

- Group result: โ‚ฌ1.71B (previous year: โ‚ฌ1.09B)

- Operating result: โ‚ฌ2.23B (previous year โ‚ฌ1.47B)

- Total underwriting result: โ‚ฌ2.68B (previous year โ‚ฌ2.05B)

- Insurance sales: โ‚ฌ15.02B (previous year โ‚ฌ15.81B)

- RoE: 19.7% (previous year: 13.3%)

- Solvency ratio: 292%

- Investment result: โ‚ฌ1.68B (previous year โ‚ฌ1.32B)

โ €

๐ŸŽฏ ๐๐ซ๐จ๐ ๐ง๐จ๐ฌ๐ž

- Group result 2026: โ‚ฌ6.3B

- Annual targets for 2026 confirmed

โ €

๐Ÿ“Œ ๐–๐ข๐œ๐ก๐ญ๐ข๐ ๐ฌ๐ญ๐ž ๐๐ฎ๐ง๐ง๐ค๐ญ๐ž

- Very strong increase in profit due to low burden of major claims

- Combined ratio in property/casualty reinsurance at a strong 66.8%

- Global Specialty Insurance improves combined ratio to 83.7%

- ERGO delivers profit contribution of โ‚ฌ235M

- April renewals deliberately reduced (-18.5%) with declining price level

- Iran war burdens Munich Re with around โ‚ฌ90M losses

- Share buyback of โ‚ฌ2.25B already included in solvency ratio

โ €

๐Ÿ’ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ-๐€๐ฎ๐ฌ๐ฌ๐œ๐š๐ ๐ž๐ž

"Munich Re has made a very good start to 2026 with a quarterly profit of โ‚ฌ1.7B."

9
4 Comentรกrios
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Kai@Dividenden-Sammler
7H
I think it would be a good idea to buy more in the next few days.
At the same time, I will probably be able to dispose of another stock from my small speculative turnaround portfolio and invest the funds freed up in $MUV2.
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Lui@DividendenCop
4H
@Dividenden-Sammler I'm right there with you... I also have a fairly high weighting in Allianz and Hannover Re. But $MUV2 would still be an attractive place to start.
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Markus@MarkusF
7H
I actually wanted to put $SAP in the depot this month (end, when salary comes) as they were also well hammered (and I don't see them going anywhere).

But with the price slump, I might buy more $MUV2 after all
Even if I'm starting to dislike the penetration (I'm already scratching the 5% quota including my ETFs with them and also have another $HNR1 in my portfolio).

Unfortunately, I don't have anything to sell at the moment.
The portfolio has just been restructured...
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2
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sakamotoo@sakamotoo
4H
@MarkusF I would also like to get into SAP. Support seems to be there at 140/139/138
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