The analyst suggests Hannover Rück as a buy due to its strong and stable earnings growth, especially compared to Allianz, and its pure-play reinsurance business model. The stock is currently trading at a relatively cheaper valuation compared to its peers and its own historical average, offering a potential annual return of 10% from current levels.
“Es könnte also ein gutes guter Einstiegszeitpunkt sein hier in die Hannover Rück zu investieren.”