-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:MKL第一季GAAP虧損為每股18.90美元,去年同期每股收益為12.08美元,主要原因是投資虧損擴大至7.28億美元。儘管如此,其營運每股收益為39.40美元,高於我們先前預測的26.10美元和市場普遍預期的26.34美元。營運收入與我們先前4%-7%的成長預期持平,其中保費收入下降了1.9%。我們認為這些績效好壞參半,反映出市場競爭加劇,而內部因素,包括Jana Partners的積極投資,可能會加劇這種競爭。管理層指出近期已採取精簡措施,但未就先前宣布的積極投資行動的進展發表評論。承保業績有所改善,綜合比率從96%降至93%,但儘管在中東衝突中損失了3500萬美元,仍落後於部分同業。
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