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BVH - Softer than expected GWP; efficiency gains evident - Earnings Flash

Company Research

31 Jan 2019

Bao Viet reported unaudited 2018 results with EPS of VND1,570, a 31% YoY decline that missed our expectation of a 21% decline. The miss is mainly due to slower than expected gross written premium (GWP) growth of 23%, compared to our expectation of 26%, and lower retained risk following a 53% YoY jump in premiums re-insured.

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