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NRCP - Buy on not-so-bad damages


Jomar LACSON

Title : NRCP - Buy on not-so-bad damages
Posted : 06/27/2011 04:02:44 PM
National Reinsurance has been sold down after the recent twin typhoons of June. Egay and Falcon combined was not close to Ondoy. The last one just caused an estimated P54m worth of damages - mostly to crops.

With premiums still rising and claims still safe, NCRP could be a strong profit generator for 2010. And did I mention it's only 0.57x P/B? An interesting recovery play.

 

 
 
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