Conspicuously absent from Google's report is any mention of who the original surveillance company “customer” that deployed Coruna may have been. But the mobile security company iVerify, which also analyzed a version of Coruna it obtained from one of the infected Chinese sites, suggests the code may well have started life as a hacking kit built for or purchased by the US government. Google and iVerify both note that Coruna contains multiple components previously used in a hacking operation known as “Triangulation” that was discovered targeting Russian cybersecurity firm Kaspersky in 2023, which the Russian government claimed was the work of the NSA. (The US government didn’t respond to Russia’s claim.)
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BofA points out that the sector currently trades at 22x trailing free cash flow and 15 times enterprise value to trailing Ebitda. While bulls might argue that the stocks look cheap after falling 24% from peak valuations set a year ago, BofA cautions that these multiples have merely returned to pre-pandemic levels. Furthermore, BofA asserts that insurance distribution firms frequently utilize liberal earnings “adjustments”—such as excluding integration costs from their steady stream of acquisitions—that tend to significantly flatter their true earnings power.
ОАЭ задумались об атаке на Иран20:55