I hold these stock.

DYOH (do your own homework.)

To-day there was a slight drop in price, but number of analysts are giving favourable reports.

What triggered my interest was better than expected results and if I am right looking at charts it shows an inverted head and shoulders. Hopefully a good sign. Also the current rate of Share price growth is about 90% pa over the last 5weeks. This is unlikely to continue indefinitely but SP could hit 850p over next few weeks.

To-day at close, there were some large buys of about 5million shares. 40million approx.

Another trigger for me was the following which should increase earnings.

Aviva to form JV in Taiwan with First FinancialAFX
LONDON (Thomson Financial) - Aviva PLC, the UK's largest insurer, said it has entered into a joint venture with First Financial Holding Co Ltd to sell insurance and pension products in Taiwan. The joint venture company, First-Aviva, will distribute long-term savings and pension products in Taiwan through an exclusive agreement with First Financial's flagship unit, First Commercial Bank. Aviva, which will have a 49 pct stake in the joint venture, added that the initial paid up capital of the new company will be 34 mln stg.First Commercial Bank is Taiwan's second largest bank network, with five mln retail customers, it added.TFN.newsdesk@thomson.comkkb/faj/slm




Date: Wednesday 25 Apr 2007
LONDON (ShareCast) - If the message gets home that Aviva will not bid for Prudential, the stock should rebound strongly, especially if Aviva can sustain its current impressive performance. There is still work to be done but, at 794.5p, the shares are a strong buy says the Independent.
Date: Tuesday 24 Apr 2007
LONDON (ShareCast) - Aviva stood out among the risers on a tough day for blue chip stocks. The life insurer posted an upbeat first quarter statement with brokers pleased with the numbers.



DYOH

I think he bought the shares on behalf of his kid, but reduced his pocket money to claw back the cost!

IMHO these shares are well underpriced especially in the light of yesterdays good results. There will come a point when all the shorters over the last year or so will swing back to buying and it will rocket. It's just a matter of time. Hold.

Open A Buy Bet In The Aviva Rolling Spread. A fundamental and technical view on UK-Analyst.com

Business Financial Newswire
"Aviva Investors - the global asset management business of financial services giant Aviva - has agreed to buy 100% of River Road Asset Management.

Kentucky-based River Road is a leading value-orientated US equity manager with $3.6bn assets under management.

This acquisition supports the expansion of Aviva Investors' third party institutional asset management business by combining its existing expertise in fixed income in North America with River Road's equity investment capability.

The management team and the integrity of River Road's investment process will remain unchanged.

River Road, which has gross assets of $6m, will continue to be based in Louisville and will form part of Aviva Investors North America ("AINA"), which is headquartered in Des Moines, Iowa.

AINA also has offices in New York, Chicago, Manhattan Beach, California, and Toronto, Canada.

The transaction is expected to complete by the end of the first quarter. "

Hi all,

Happy New Year.

Another article I bumbed into yesterday...www.uk-analyst.com

AV. is a good shorting opportunity here...now 347p

arguably too late now, but well spotted if you jumped in short when it broke 200 dma at 380

Personally, I do not think it's too late at all, but for a meaningful return, entry is going to be crucial.

From Merrill Lynch today:
"Aviva has reported FY results. These were very mixed indeed. On the one hand
operating profits on both bases were ahead, but the net profit numbers and
consequently the NAVs were well short.
The IFRS NAV was 374p per share (2008 421p) well short our 447p forecast.
Even after adding back the pensions deficit the NAV of 436p per share was still
light. The headline EV came in at 471p per share (2008 495p) was well short of our
578p forecast and 486p last year. This includes goodwill; stripping this out the
net figure is around 351p, unchanged from last year and well short of our 455p
forecast.
We have a neutral recommendation on Aviva and as such it is our least preferred
UK life name. That said, the shares are inexpensively rated after a protracted
period of underperformance. At 8x 2011E EPS, around 20% below EV and a
dividend yield of more than 6%, the shares are well supported. However, these
are disappointing figures with significant shortfalls in both the EV and IFRS book
values. We need to investigate further why this is."

18 March 2010
"AVIVA ANNOUNCES ENTRY INTO INDONESIAN MARKET

Aviva acquires a 60% stake in PT Asuransi Winterthur Life Indonesia

Indonesia is one of the fastest growing life insurance markets in Asia

Combines Aviva's strong product expertise and brand with PT Asuransi Winterthur Life Indonesia's existing distribution

Consistent with Aviva's long term strategy to build a presence in key markets in South East Asia as part of the group's diversified footprint"

Aviva Signs 5-Year Life Protection Deal With Santander UK

Today : Tuesday 3 August 2010
U.K. life insurer Aviva PLC (AV.LN) said Tuesday its U.K. business has signed an exclusive five year agreement with Santander for the distribution of Aviva's life protection insurance products in the U.K. from June 2011.

MAIN FACTS:

-Agreement covers the sale of Aviva's core protection products, including life insurance, critical illness and income protection, which will be sold by Santander through its 1,300 U.K. branches, online and over the telephone.

-Santander will sell the products under dual Aviva/Santander brands.

-No financial terms disclosed.

anyone else hear a rumour about a takeover bid?

"Aviva headed the blue chip leaderboard, on news it had rejected an approach from RSA for its general insurance business, investors hoping a higher bid will be forthcoming."

Personally I would be very surprised if this actually came to anything. AV. has fingers in many pies in the insurance sector & I think that this is totally intentional in order to be spread the risk.

thanks harry.

"Standard & Poor's maintained its "buy" recommendation and 505p target price for Aviva following the insurance group's approach from RSA to buy its general insurance operation in the UK, Ireland and Canada for 5 billion pounds, which was subsequently rejected. The broker finds it hard to envisage RSA, which has a market capitalisation of 4.3 billion pounds, being both willing and able to make a sufficiently attractive cash offer. Furthermore, the proposed transaction looks to be economically irrational from shareholders' point of view. A better way to do it, in S&P's opinion, would be to pool the target businesses of both Aviva and RSA in a 'newco', which it believes offers at least the same synergy benefits as an acquisition."

23rd Nov:
StockMarketWire.com
Aviva initiated with buy rating at Jefferies, target price 452p.

24th Nov:
StockMarketWire.com
Aviva downgraded to equal-weight from overweight at Morgan Stanley.

Anyone for 5 quid.

Interim Management Statement.

Part of the broker note from UBS:
"On track for full year
Q1 reported EV of 576p looks in line with the expected level for this time of year (FY10 542p) and on track for our full year forecast. The outlook comments are positive, particularly for general insurance, and the financial targets are reiterated. IGD surplus fell from 3.8bn to 3.5bn.
Valuation 470p PT based on Price/EV
The stock offers value on earnings (IFRS PER 9x, sector 12x, EEV PER 6x, sector 7x), but EPS dilution remains a risk until the group completes its disposals.
Price/EV 80% (sector 86%) and a yield of 6.2% (sector 4.8%) also suggest value.
We remain Neutral, however, as the next expected newsflow is further dilutive disposals."

Harry - I've had my current tranch from 383 - + 16p dividend paid today. I'm looking to sell - maybe even today - with a view to pick them up again. I hold them in a SIPP and over the last year, they have been fantastic (for me).