Bij de Duitse tradingplatformen Lang & Schwarz en Tradegate gaat de koers van Ageas deze avond naar €47 à €48. Dat is op miniscuul volume, maar kan een indicator voor morgen zijn. In Amerika ging het +6,5%

Een veel te belangrijk bedrijf om in handen van de Chinezen te laten vallen. Hopelijk steekt de overheid hier een stokje voor als de geruchten kloppen.

en heb op die aandelen ook nog een geschreven call-optie dec 2018 van 49,44 euro lopen, dan ben ik eraan voor de moeite

Ageas is mijn grootste positie maar heb er nooit calls op geschreven want een overname(poging) was zeker niet uit te sluiten. Heb hier integendeel wel long calls op.

Maar ik zal m'n aandelen duur verkopen...

Wimpie85 schreef: ↑24 juli 2018, 21:10 Had eigenlijk al een stijging verwacht na positief vonnis v/d rechter in het Fortisdossier, morgen dan maar?

Ze willen die misschien voor zijn!

paul schreef: ↑24 juli 2018, 22:46 en heb op die aandelen ook nog een geschreven call-optie dec 2018 van 49,44 euro lopen, dan ben ik eraan voor de moeite

Wie doet nu zoiets. Met een ondergewaardeerd bedrijf dat aandelen inkoopt.

Ze maken alleen kans op de mijne als ze zotte prijzen bieden. 75 euro ofzo.

openingskoers zal deze morgen meevallen een halve euro of zo erbij

had die opties een half jaar geleden op zo gekocht, maar een mens weet niet alles op voorhand. Er zijn nog geen potten gebroken, bij nader inzien zijn het wel GEDEKTE geschreven call-opties

Euh ik zie een bid van 48,50€ (4.500 stuks) en nog een aantal markt orders erboven...

Dus minstens 11% omhoog.

24/07/18
Theor. open
44,20

bij binck vermelden ze ook de theoretische openingskoers, stabiel zal die wel niet zijn, en de koers kan vlug na de opening als een raket omhoogschieten


BIJ binckbank zetten ze de verkopers voor de opening in omgekeerde volgorde

koers kan zelfs LAGER openen

op dit ogenblik is het in theorie 43,60

Ondertussen toch boven 46.

Geruchten zijn geruchten, ik houd ze lekker bij.

Minstens €65 zou ik willen voor de mijne. Dus kans is klein dat er zo'n bod komt.

Chinese conglomerate Fosun eyes take over of Ageas, Belgium’s largest life insurance provider
Shanghai-based company already owns 3pc stake in insurer with a market cap of US$11 billion

PUBLISHED : Wednesday, 25 July, 2018, 7:23pm
UPDATED : Wednesday, 25 July, 2018, 10:09pm
(South China Morning Post)

Chinese conglomerate Fosun International, one of the country’s biggest buyers of assets and companies globally, plans to extend its presence in Belgium with the takeover of Ageas, its biggest life insurance provider.

The Shanghai-based company is in discussions with the financial advisers of Brussels-based Ageas, which has a market capitalisation of €9.4 billion (US$11 billion). Fosun already holds about 3 per cent of Ageas stock, while Ping An Insurance (Group) Company, another mainland conglomerate, is its largest shareholder with a 5 per cent stake.

Chinese conglomerate Fosun to invest 100 billion yuan in AI, biotech and fintech over next decade

“We have had an initial discussion. But the talks are not yet at a stage where we can approach the insurer’s management,” said a source familiar with the matter. “Fosun prefers to take a controlling stake if the deal goes ahead".

“But Ageas’ share price rose after the news was leaked, and this could deter Fosun’s investment desire,” said the source. Fosun declined to comment on the matter.

Vikram Gandhi, a research analyst at French banking group Société Générale, however, said: “We value Ageas at €47 per share versus €43.66 per share, the close on Tuesday. An upside of 7.65 per cent.

“I wouldn’t call Ageas as being overvalued based on yesterday’s share price. But it remains to be seen as to how much premium Fosun is willing to pay on Ageas’s undisturbed share price.”

Based on yesterday’s close, Ageas’ price-earnings ratio is 9.5 times on the basis of an estimate for 2020, and 9.1 times for its European composite peers, said Gandhi. On Wednesday evening in Hong Kong, the company’s shares were trading at €45.75.

Brussels-based Ageas is Belgium’s biggest life insurance company and second biggest non-life insurer.
Ageas is a listed international insurance group with a history spanning 190 years. It is the no. 1 player in the life insurance market and No. 2 in non-life insurance in Belgium. About one out of every two Belgian households is its customer, according to the company’s website.

In 2016, Ageas completed the purchase of AXA’s Portugal operations for €189 million, a deal that positioned it as the country’s second-largest insurer by premiums.

Fosun has also built up a strong base in Portugal. In 2014, it acquired Fidelidade Cia de Seguros SA, the country’s largest insurer, in a deal worth €1.04 billion. It followed up on this with the purchase of hospital operator Espirito Santo Saude SGPS SA the same year, capping off its acquisition spree with the purchase of Banco Comercial Portugues SA in November 2016 for €174.6 million.

Shares in Fosun closed higher on Wednesday, up by 1.67 per cent at HK$14.64, after hitting a intraday high of HK$14.66. The conglomerate, among Chinese four biggest private companies, has continued with its overseas acquisitions despite a crackdown by Beijing on firms acquiring overseas assets that started last year.

The other three private conglomerates – HNA Group, Dalian Wanda Group and Anbang Insurance Group – have been selling assets.

Fosun, which also owns luxury brand Lanvin, won approval from the Hong Kong stock exchange this month to spin off its tourism and hotels unit, which will raise about US$500 million.

Fosun Tourism & Culture Group includes a Chinese joint venture with tour operator Thomas Cook Group and a luxury hotel in Hainan province as well as French resort chain Club Med, according to International Financing Review, a Thomson Reuters publication.

https://www.scmp.com/business/companies ... ms-largest

Fosun hasn't made approach to Ageas - Ageas CEO
18:32 (26/07) - Bron: RTRS

By Carolyn Cohn
LONDON, July 26 (Reuters) - Ageas AGES.BR has not been
approached by Chinese conglomerate Fosun International
about a possible bid, the Belgian insurer's chief executive told
Reuters on Friday, adding that he has met Fosun officials on
only one occasion in the past.
Ageas' shares briefly jumped as much as 6.5 percent on
Wednesday after Bloomberg News reported Fosun was considering a
bid for Ageas, which has operations in Asia and Europe.
Ageas has a market capitalisation of 9.1 billion euros
($10.61 billion), though bankers told Reuters any bid for the
firm would likely total more than 10 billion euros.
Fosun is in talks with advisers about alternatives which
include teaming up with a partner to split the Belgian company
or increase its current stake, Bloomberg said, citing sources. https://bloom.bg/2Lh3DCh
"We have no indication of any concrete interest of Fosun so
far," Bart De Smet told Reuters by phone.
"It's not that we've received a call, a letter, a mail, not
at all."
De Smet said he had not been in recent contact with Fosun
and had only once had direct contact with the Chinese firm,
which has a three percent stake in Ageas.
"I have once seen them at a roadshow," he said.
Fosun, co-founded by China's self-styled Warren Buffett Guo
Guangchang, owns Portuguese insurer Fidelidade.
It was trying to buy the assets of Generali Leben, a unit of
Italian insurer Generali GASI.MI , but the deal was clinched
this month by Viridium.
Generali Leben manages life insurance policies closed to new
customers.
De Smet said Ageas had no such plans for its own European
closed life books.
"We have very well-structured and profitable life books - we
do not see a reason to sell them off," he said.
Ageas could be an attractive medium-sized target for a
non-European insurer looking for a base in Europe, but it has
several joint ventures in Asia and Europe which could act as a
"poison pill", deterring bidders, bankers said.
De Smet said the insurer had established joint ventures
because of local foreign ownership rules or because "we want to
team up with a local champion who already has a distribution
channel".

($1 = 0.8576 euros)

(Additional reporting by Pamela Barbaglia in London and Arno
Schuetze in Frankfurt; Editing by Jan Harvey)
((carolyn.cohn@thomsonreuters.com; 44 207 542 6320; Reuters
Messaging: carolyn.cohn.thomsonreuters.com@reuters.net))