DELTA LLOYD

200DMA Bounceola

Delta Lloyd: 200DMA Bounceola

  • Cheap relative to the sector and market.
  • However it has had a tough time recently and is unloved.
  • It has a lot of positives RoEs are expected to increase to a very healthy 17.2% in ’15, and offering a divi yield of around 5.3%.
  • As a name the big story is capital generation which is under appreciated we feel.
  • This is a name we like MT and feel this is a good entry point if it holds the 200 mda.
  • It has bounced of this level repeatedly in the past and moved on.