ALG Newsletter - Santam trading flags hard cycle. Santam Insurance's trading statement points to healthy growth and supports our view that SA P&C companies are in a hard underwriting cycle. We see margin and earnings upside for all operators in coming cycles and positive momentum to start emerging with 30 June 2024 results. Reach out to gain access to our research and our expertise, including our IFRS 17 teach-in product.
14 August 2024
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