Sampo Q4'20: Kohti puhdasta vakuutuskonsernia

Sammon kruununjalokivi If teki vuonna 2020 jälleen erinomaisen tuloksen ja Sampo on hyvää vauhtia muuttumassa puhtaaksi vakuutuskonserniksi. Konsernijohtaja Torbjörn Magnusson kommentoi Nordean alaskirjausta, Ifin ohjeista ja pääoman allokointia Vernerin haastattelua.

Haastattelu on englanniksi.

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

Sammon Q4’20-tuloslive https://www.inderes.fi/fi/videot/sampo-q420-tuloslive-112-noin-kello-925

00:00 Could you elaborate what happened with the Nordea write down?
01:10 How would you describe Q4'2020 with your own words?
01:55 What were the drivers behind If’s excellent results?
02:18 You have quite strong statement behind If’s guidance for 85 % combined ratio.
02:44 There has been a lot of criticism towards Sampos perhaps vague communications of its actual strategy. Some have even said that it seems Sampos management is not that concerned with investors understanding the strategy. Are you happy with Sampos communication?
03:25 There still seems to be a lot of confusion regarding your dividend policy in the market. What message will you tell with your dividend proposal?
04:12 Finally we are able to talk freely about Hastings. What are your motives behind the acquisitions?
06:01 In your CEO Review you said quote “Hastings Group provides a new avenue for long term growth” end of quote. Could you elaborate what does this mean?
07:00 ​You have now began your exit process in Nordea. Could you paint us a picture how you use the proceeds from these sales