AEGON Aegon N.V. Loading... : Bullish and Bearish Analyst Opinions
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08:18
Feb 19
Feb 19
Aegon is moving its legal seat to the US, rebranding as Transamerica. US sales are up 30%, and they are reviewing the UK business for potential sale. European insurers trade at a discount to US peers. By relocating the HQ and becoming a "US company" (Transamerica) while selling off non-core European assets (UK arm), the stock should re-rate to higher US valuation multiples. LONG. A regulatory arbitrage and restructuring play. Regulatory hurdles in the HQ move or failure to find a buyer for the UK unit.
About AEGON Analyst Coverage
Buzzberg tracks AEGON (Aegon N.V.) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade idea tracked. Latest voices: Lard Friese.