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Yuvi.
$ESNT
抵押贷款保险业务，最值得看的是保费还是损失？
Essent Group出现在11月6日财报日历中。保费规模反映业务基础，但失业、房价与拖欠情况会改变未来索赔。当前利润可能尚未完全反映信用周期变化。
若新增拖欠和索赔保持可控、资本缓冲稳定，防守能力更强；若就业转弱伴随拖欠上升，我会提高对未来损失的预期。
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