Fitch: Limited Rating Impact on Sumitomo Life from Proposed Acquisition
Fitch expects the deal to be positive for Sumitomo Life's credit profile over the medium term if Sumitomo Life manages the integration appropriately, given Symetra's strong franchise in the US life insurance market and solid underwriting expertise.
Symetra, which specialises in areas such as employee benefits, annuities and life insurance in the US, will enable Sumitomo Life to diversify its risk profile and raise overseas earnings as a share of the Japanese group's revenue. The acquisition should enhance Sumitomo Life's global diversification by increasing overseas adjusted earnings to about 8% of the group's total.
Any negative impact on Sumitomo Life in terms of capital adequacy and financial leverage is likely to be manageable. However, this is Sumitomo Life's first major overseas acquisition, and management may face challenges in smoothly integrating Symetra into the group, and ensuring effective governance across the US and Japan.
The transaction is subject to certain conditions, including the receipt of regulatory approval in Japan and the US.
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