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lse:pru

#1

Still cheap. Even more so after the sell.

Doubled my holding. This is a trading buy, will sell into rally. Not yet.

M


#2

SM

"Still cheap. Even more so after the sell.

Doubled my holding. This is a trading buy, will sell into rally. Not yet."

I agree this is good value given the growth potential. I have also added several tranches in the recent turmoil, now close to my biggest holding, but I’m in this for the long term, if they perform as expected in Asia and other EMs this should be a long running success story.

Just listening to Marcus Rivaldi on CNBC (12 Capital and formerly Morgan Stanley European Insurance Research). He was discussing the Softback approach to Swiss Re and indicated more consolidation to come in the sector.

He highlighted Pru as a top pick having best growth potential due to Asian exposure.

H2


#3

On new of the breakup. Think £20 is possible in very short order. Had been meaning to top up at ~£18 but didn’t. Probably still worth it now.


#4

Trading sell. Bought @17.86 sold @ 19.17.

Core holding intact.