Aflac is a high-return supplemental insurer with a real capital-return engine, but its quality case still depends on Japan premium trends, yen translation, regulatory capital and investment marks.
AFL: the dividend streak is real, but Japan and the yen still run the model
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Thesis summary
Aflac is a high-return supplemental insurer with a real capital-return engine, but its quality case still depends on Japan premium trends, yen translation, regulatory capital and investment marks.
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