Vinci Watchlist

tz-plus logo Big Call Screening: Deutsche Börse, Vinci, Johnson & Johnson, Allianz

M. Springman
Reading Time: 2 minutes

Heavyweights from the insurance sector continue to be among the top bulls on the trading floor. Notably, our model portfolio stock Allianz stands out. The German industry leader recently presented very strong Q2 results, giving it good chances of exceeding its annual targets. Fundamentally, Allianz is still moderately valued, with a price-to-earnings ratio of nearly 12.4 based on estimates for 2026 (€30.17 per share). Before the meeting of central bank chiefs taking place in Jackson Hole on Thursday and Friday, the situation at the international...

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