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【Jefferies-2025研报】天狼星点（SPNT）：SPNT非交易路演要点基础动力；管理层专注于持续执行.pdf

发布：2025-05-23约5.9万字共10页下载文档
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USA|PCInsurance/Insurtech

EquityResearch

SiriusPoinMay20,2025

SPNTNDRTakeaways:FoundationalCOMPANYUPDATE

Momentum;MgmtFocusedonContinuedRATINGHOLD

ExecutionPRICE$19.24^

PRICETARGET|%TOPT$20.00|+4%

WehostedSPNTsCEOScoEganandCFOJimMcKinneyforinvestor52WHIGH-LOW$19.85-$11.92

meetingslastweek.Meetingtopicsvaried,butgenerallytimewassplitevenlyFLOAT(%)|ADVMM(USD)127.6%|14.57

across1)transformationoverlastfewyears,2)marketconditions/growthMARKETCAP$2.2B

outlook,and3)MGAbusiness.Withrestructuring/turnaroundlargelycompleteTICKERSPNT

managementbelievestheretobevaluationupsideasitcontinuesexecuting^Priortradingdaysclosingpriceunlessotherwise

noted.

ongrowth,profitability,an

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