2026 Q2 - tulosraportti
60 päivää sitten
‧57 min
24,00 EUR/osake
Viimeisin osinko
4,72%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 7.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
Vuosittainen yhtiökokous 2026 29.4. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 11.11.2025 |
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·3.9.I think this stock is quite fairly priced at the moment, pe=10, pb=2. It's unlikely there's significantly much more to gain from muv2 than from a broad equity fund. I'm keeping it anyway, due to the diversification effect, I believe in reinsurance in potential downturns.
I think one should be careful about just looking at P/E 10 and P/B 2 and concluding that Munich Re is “fully valued”. The important thing is what return the company generates on its capital and how sustainable it is. Munich Re has an extremely strong position in reinsurance, high discipline in pricing, and a balance sheet that allows them to take advantage of periods when risk capital becomes more expensive and competitors pull back. It is precisely then that returns in the industry can be at their best. Furthermore, shareholders receive ongoing value through dividends and buybacks, so the total return is higher than what a static P/E comparison suggests. For me, MUV2 is therefore not a “cheap turnaround case”, but a quality company that can continue compounding at a high level with relatively low correlation to many industrial companies. I see approximately HOLD, rather than strong buy, at today's level.
·2.9.Has moved between 500-525 for quite some time now. Exciting to see if the price can establish itself upwards. Should be possible.
It's probably where it should be. AI answers: Münchener Rück)Acquisition of At-Bay: In August 2026, Munich Re announced plans to acquire the American cyber insurance and technology company At-Bay to strengthen its position in cyber insurance.Strong financials: The company presented strong half-year results in August 2026 with a profit of almost 4 bn euro, of which the second quarter contributed 2.2 bn euro.Outlook and challenges: Munich Re has, however, had to slightly adjust its revenue expectations after a drop in the volume of July contracts, just as falling reinsurance prices create some skepticism about their growth targets.Dividend: In April 2026, the general meeting approved a higher dividend of 24 euro per share.- ·9.7.Chugging along nicely upwards. Wouldn't be surprised if the price is at 560 again soon. Unreasonable decline earlier.
·13.5.First time I'm in MUV2, I read the exciting article about the company today.
·11.5.Any thoughts on tomorrow's report?
What about the big picture? Three- and five-year total returns are respectively 72,4% and 152% – significantly stronger than the short-term price development. This indicates that the company is fundamentally solid, but that the stock is now in a negative momentum phase driven by currency headwinds and macro uncertainty – not by weak underlying operations. Analysts' consensus price of approx. €582–592 against today's price around €505–510 indicates that many believe the stock is undervalued now.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
60 päivää sitten
‧57 min
24,00 EUR/osake
Viimeisin osinko
4,72%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·3.9.I think this stock is quite fairly priced at the moment, pe=10, pb=2. It's unlikely there's significantly much more to gain from muv2 than from a broad equity fund. I'm keeping it anyway, due to the diversification effect, I believe in reinsurance in potential downturns.I think one should be careful about just looking at P/E 10 and P/B 2 and concluding that Munich Re is “fully valued”. The important thing is what return the company generates on its capital and how sustainable it is. Munich Re has an extremely strong position in reinsurance, high discipline in pricing, and a balance sheet that allows them to take advantage of periods when risk capital becomes more expensive and competitors pull back. It is precisely then that returns in the industry can be at their best. Furthermore, shareholders receive ongoing value through dividends and buybacks, so the total return is higher than what a static P/E comparison suggests. For me, MUV2 is therefore not a “cheap turnaround case”, but a quality company that can continue compounding at a high level with relatively low correlation to many industrial companies. I see approximately HOLD, rather than strong buy, at today's level.
- ·2.9.Has moved between 500-525 for quite some time now. Exciting to see if the price can establish itself upwards. Should be possible.It's probably where it should be. AI answers: Münchener Rück)Acquisition of At-Bay: In August 2026, Munich Re announced plans to acquire the American cyber insurance and technology company At-Bay to strengthen its position in cyber insurance.Strong financials: The company presented strong half-year results in August 2026 with a profit of almost 4 bn euro, of which the second quarter contributed 2.2 bn euro.Outlook and challenges: Munich Re has, however, had to slightly adjust its revenue expectations after a drop in the volume of July contracts, just as falling reinsurance prices create some skepticism about their growth targets.Dividend: In April 2026, the general meeting approved a higher dividend of 24 euro per share.
- ·9.7.Chugging along nicely upwards. Wouldn't be surprised if the price is at 560 again soon. Unreasonable decline earlier.
- ·13.5.First time I'm in MUV2, I read the exciting article about the company today.
- ·11.5.Any thoughts on tomorrow's report?What about the big picture? Three- and five-year total returns are respectively 72,4% and 152% – significantly stronger than the short-term price development. This indicates that the company is fundamentally solid, but that the stock is now in a negative momentum phase driven by currency headwinds and macro uncertainty – not by weak underlying operations. Analysts' consensus price of approx. €582–592 against today's price around €505–510 indicates that many believe the stock is undervalued now.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 7.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
Vuosittainen yhtiökokous 2026 29.4. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 11.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
60 päivää sitten
‧57 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 7.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
Vuosittainen yhtiökokous 2026 29.4. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 11.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
24,00 EUR/osake
Viimeisin osinko
4,72%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·3.9.I think this stock is quite fairly priced at the moment, pe=10, pb=2. It's unlikely there's significantly much more to gain from muv2 than from a broad equity fund. I'm keeping it anyway, due to the diversification effect, I believe in reinsurance in potential downturns.I think one should be careful about just looking at P/E 10 and P/B 2 and concluding that Munich Re is “fully valued”. The important thing is what return the company generates on its capital and how sustainable it is. Munich Re has an extremely strong position in reinsurance, high discipline in pricing, and a balance sheet that allows them to take advantage of periods when risk capital becomes more expensive and competitors pull back. It is precisely then that returns in the industry can be at their best. Furthermore, shareholders receive ongoing value through dividends and buybacks, so the total return is higher than what a static P/E comparison suggests. For me, MUV2 is therefore not a “cheap turnaround case”, but a quality company that can continue compounding at a high level with relatively low correlation to many industrial companies. I see approximately HOLD, rather than strong buy, at today's level.
- ·2.9.Has moved between 500-525 for quite some time now. Exciting to see if the price can establish itself upwards. Should be possible.It's probably where it should be. AI answers: Münchener Rück)Acquisition of At-Bay: In August 2026, Munich Re announced plans to acquire the American cyber insurance and technology company At-Bay to strengthen its position in cyber insurance.Strong financials: The company presented strong half-year results in August 2026 with a profit of almost 4 bn euro, of which the second quarter contributed 2.2 bn euro.Outlook and challenges: Munich Re has, however, had to slightly adjust its revenue expectations after a drop in the volume of July contracts, just as falling reinsurance prices create some skepticism about their growth targets.Dividend: In April 2026, the general meeting approved a higher dividend of 24 euro per share.
- ·9.7.Chugging along nicely upwards. Wouldn't be surprised if the price is at 560 again soon. Unreasonable decline earlier.
- ·13.5.First time I'm in MUV2, I read the exciting article about the company today.
- ·11.5.Any thoughts on tomorrow's report?What about the big picture? Three- and five-year total returns are respectively 72,4% and 152% – significantly stronger than the short-term price development. This indicates that the company is fundamentally solid, but that the stock is now in a negative momentum phase driven by currency headwinds and macro uncertainty – not by weak underlying operations. Analysts' consensus price of approx. €582–592 against today's price around €505–510 indicates that many believe the stock is undervalued now.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt