-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：EG公佈的第一季營運每股收益為16.08美元，高於去年同期的6.45美元，超出我們先前15.27美元的預期以及13.96美元的普遍預期。由於已賺保費下降7.2%，投資收益成長15%，導致營運收入下降4.4%。綜合比率從102.7%大幅改善至91.2%。我們讚賞EG的策略重組，包括出售其零售商業保險業務的續保權，以專注於其核心再保險業務，該業務佔其保費收入的75%以上。 EG預計2025-2026年將產生2.5億至3.5億美元的稅前費用，並已達成一項不利發展風險保障交易，涵蓋54億美元的負債準備金。然而，鑑於EG承保業績喜憂參半，我們仍然擔心轉型為純粹的再保險公司可能不會提升其估值倍數。我們認為該策略有執行風險，尤其是在再保險定價環境走軟的情況下。儘管第一季每股收益超出預期，但我們目前仍保持謹慎態度。
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