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Barclays Maintains an 'Equalweight' on Montpelier Re Holdings (MRH); Reducing 3Q11 EPS

October 14, 2011 1:14 PM EDT
MRH Hot Sheet
Rating Summary:
    0 Buy, 1 Hold, 0 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 19 | Down: 16 | New: 82
Barclays maintains an 'Equalweight' on Montpelier Re Holdings (NYSE: MRH) price target of $17.00.

Barclays analyst says, "MRH announced it expects 3Q11 pre-tax catastrophe losses of $70mn, above our $16mn outlook. The $70mn loss estimate includes $30mn in US losses related to Hurricane Irene and the Texas wildfires, $20mn from US aggregate covers, $10mn from the July Danish floods, and $10mn of losses from the June New Zealand Earthquake. As a result, we are reducing our FY2011 EPS estimate for MRH to a loss of $1.62 from a loss of $0.75. No change to our 2012 estimate of $1.50. We expect MRH's linked-quarter book value to decline 3% to $23/shr in 3Q11."

For more ratings news on Montpelier Re Holdings click here and for the rating history of Montpelier Re Holdings click here.

Shares of Montpelier Re Holdings closed at $17.80 yesterday, with a 52 week range of $15.06-$21.03.


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