-- 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:RNR第一季營運每股收益為13.75美元,而去年同期營運虧損為1.49美元,顯著高於我們先前7.54美元的預期以及11.22美元的市場普遍預期,這主要得益於承保獲利能力的提升。營運收入下降17%至26億美元,低於我們的預期,主要原因是已賺保費下降近20%。承保業績顯著改善,第一季承保利潤為5.888億美元,去年同期虧損7.706億美元,綜合比率從128.3%改善至73.0%。管理層指出,公司將繼續“調整承保組合以實現更高回報”,將更多限額投入財產巨災業務。第一季淨保費收入下降超過22%,至不到27億美元。 RNR在第一季回購了價值3.525億美元的股票,並計劃在2025年回購16億美元,將使流通股數量減少12.8%。有形帳面價值從一年前的每股206.79美元成長至每股263.58美元。以目前股價計算,其有形帳面價值約為1.2倍,與同業平均0.8倍至1.4倍基本一致。
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