AUB
Organization
An Australian insurance broking and underwriting network that arranges specialist and commercial insurance but generally does not bear the underlying insurance risk itself.
What experts have said about AUB
4 statements · 4 positive
AUB expects mid- to high-single-digit EPS growth next year.
“they've sort of, um, indicated or guided to being able to do about mid-single or high single-digit revenue— sorry, EPS growth next year as well.”
Open the episode · Stock Take: The Results of the SeasonListen at 38:46
AUB Group appears significantly undervalued relative to private-market insurance brokers.
“on that basis, AUB still looks incredibly cheap.”
Open the episode · Stock Take: The Results of the SeasonListen at 40:01
AUB Group may eventually attract a takeover approach at its current valuation.
“if AUB sort of remains around these prices for too long, that eventually someone might come along and have a look at it.”
Open the episode · Stock Take: The Results of the SeasonListen at 40:32
AUB Group’s insurance-broker acquisitions generate genuine synergies.
“there are genuine synergies”
Open the episode · Stock Take: The Results of the SeasonListen at 41:51
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
