Miten korot vaikuttavat Sampoon? Q3'21-haastattelu (eng)

Sampo jatkoi vahvaa suorittamista vakuutusbisneksissään. Nordean osakkeita on myyty pikapikaa. Talousjohtaja Knut Alsaker kommentoi osinkoja, omien osakkeiden ostoja ja inflaatiota Verneri Pulkkisen haastattelussa. Haastattelu on englanniksi.

Sampo-analyysit löytyvät täältä https://www.inderes.fi/fi/yhtiot/sampo

00:00 Would you like to tell something about your background to our inderesTV viewers?
01:30 Your general feelings about Sampo’s Q3 results.
03:01 Sampo has been selling Nordea shares at a rapid pace. Why Sampo is leaving Nordea in such a haste?
03:59 Sampo is returning capital to shareholders via dividend and stock buy backs. Could you elaborate the reasoning behind buy backs? Why not just extra dividends?
05:10 Sampo has set financial targets and strategy till the year 2023. Should we assume that Sampo is not keeping any “extra capital” in it’s balance sheet when the strategy period is over?
07:00 It seems that the market is expecting that Sampo is selling the rest of the Nordea stake before the next springs AGM. Is there any reason to keep the extra capital in your balance sheet for a longer period of time or should we expect a rapid return of capital to shareholders via buybacks and extra dividends?
08:50 Let’s talk about the UK market and Hastings. There is definitely some advantage with larger scale, so how do you view Hastings long term growth potential in the UK?
11:50 Inflation and interest rates. Inflation could lead to rise in interest rates. How would this affect Sampo? Higher rates could mean more interest income, but on the other hand what would happen to combined ratio if competition heats up again?