1 deck published between 2020-11-11 and 2020-11-11 — 21 pages, 21 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Sampo's crown-jewel IF P&C is mispriced because the Nordea bank stake and PE holdings have contaminated the equity story; separating them unlocks EUR 7bn+ / 35%+ upside.