contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Sauli Vilén

Kasper Mellas

Sampo is a Nordic property and casualty insurer operating also in the UK and in the Baltics. In the Nordics, Sampo provides insurance services across all countries, customer segments and products. In the UK, the company offers motor and home insurance for private individuals. The Group is made up of If P&C, Topdanmark, Hastings, and the parent company Sampo plc. Sampo was founded in 1909 and it is headquartered in Helsinki, Finland.

Ålandsbanken’s Chief Analyst Lars Söderfjell writes about Sampo’s AI disruption: -The market’s general AI hype has turned into fear in many sectors  -Insurance companies have lost 10-20% of their share prices in the AI turbulence  -There are fears that growth and profitability will weaken  -Sampo has lost about 12% of its share price  -The Nordic insurance market is already efficient, and there is a direct (digital) channel between insurance companies and customers  -In the UK, for example, brokers play a significant intermediary role and are likely to face cost-cutting  -Lars Söderfjell still does not believe that among insurance companies, Sampo will be disrupted  -The customer interface of current Nordic insurance market leaders is difficult for newcomers to break into  -However, Lars Söderfjell does not want to downplay the arrival of AI disruption, and it will likely affect markets in many ways. But the structures of strong companies act as a buffer against it.                   Hufvudstadsbladet              KRÖNIKA: Överdriven AI-fobi får marknaderna att darra    Flera faktorer talar för att rädslan är överdriven.

Chairman of the Board has topped up with approximately 100,000 euros Sampo plc: Managers’ transactions (Mäkinen) | Kauppalehti

Tärkeimmät talousuutiset | Kauppalehti – 12 Feb 26              Bloomberg: OP Pohjola kasvatti osuuttaan Noba Bankista    Uutistoimisto Bloombergin mukaan OP Pohjolan omistus Noba Bankista olisi kasvanut blokkikaupalla.

2 posts were merged into the thread: With or without dividends? Dividend thread

According to Bloomberg more than 200 institutional investors showed an interest to buy parts of the offered Noba shares yesterday. So there is a proper demand for Noba shares. 25 percent of these received no share allotments at all. The majority of the shares were sold to only five buyers. —- My view: Nordic Capital and Sampo is keen to keep up a pent up demand for the rest of the shares they intend to sell.

Antti’s take on Sampo’s share price dip:                   Tärkeimmät talousuutiset | Kauppalehti – 11 Feb 26              Sammossa on nyt oston paikka    USA:ssa tapahtui muutos, joka aiheutti myyntiaallon yhdysvaltalaisissa sijoittajissa, uskoo OP:n Antti Saari.

Sampo responded to the institutional demand for Noba’s shares and altruistically decided to improve the liquidity of Noba’s stock by selling some of its Noba shares ahead of schedule. As a byproduct, of course, the conditions for Sampo’s own share buybacks improved slightly. I doubt it’s worth building much of a lawsuit over that.

Sampo

With the demerger of Mandatum, Sampo is now a pure-play P&C insurance company with an even more stable profit profile and lighter capital requirements. Sampo is currently performing excellently, and we believe its earnings growth prospects are stable.

<p>With the demerger of Mandatum, Sampo is now a pure-play P&amp;C insurance company with an even more stable profit profile and lighter capital requirements. Sampo is currently performing excellently, and we believe its earnings growth prospects are stable. </p> 

	2022	23e	24e
Revenue	8,267.0	7,661.7	8,348.8
growth-%	-15.2 %	-7.3 %	9.0 %
EBIT (adj.)	1,786.0	1,485.4	1,622.0
EBIT-% (adj.)	21.6 %	19.4 %	19.4 %
EPS (adj.)	0.68	0.42	0.43
Dividend	0.47	0.38	0.40
Dividend %	5.3 %	4.2 %	4.4 %
P/E (adj.)	13.1	21.5	21.3
EV/EBITDA	13.5	17.9	16.1

Sampo: Journey of change completed

Key Estimate Figures01.10.2023

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