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Posted by
Two Blokes Jun 25 -
Filed in
Stock
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2 views
AXA delivered strong Q1 results, outperforming consensus in key segments and demonstrating solid execution across its strategic plan. We see continued EPS growth potential above 6-8% per year, supported by robust pricing, improved XL division, and higher buybacks. Valuation remains attractive, due to a multiple re-rating. With favorable shareholders' remuneration, while investing for growth, our buy is confirmed.
