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Last Price Today's Change   Day's Range   Trading Volume
4.50   +0.02 (0.45%)  4.47 - 4.60  316,700
1,285 comment(s). Last comment by UnicornP at Mar 15, 2019 10:34 AM
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lhoong
273 posts

Posted by lhoong > Feb 13, 2019 10:22 AM | Report Abuse

10.00?


Power1
28 posts

Posted by Power1 > Feb 13, 2019 10:24 AM | Report Abuse

No! Fortune Bull estimate 13.00.


demusangking
10 posts

Posted by demusangking > Feb 13, 2019 10:46 AM | Report Abuse

So, still tight tight hold lo.. like genting ahmoi!!! So many 60yo amois.. only 10 bucks pershot... hahahahaha


PureBULL .
995 posts

Posted by PureBULL . > Feb 13, 2019 12:24 PM | Report Abuse

All growth stocks r highly cyclical.
All these r :
QL, HARTA, TOPGLOV, DIALOG, PCHEM, PBBANK, HLBANK, NESTLE, F&N, CARLSBG, PANAMY, AJI, PADINI n etc ...

They all have their own respective biz yrs to grow.

This yr 2019 is TAKAFUL's turn to grow to the new.blue.sky.
RISK: 1 fun manager is still selling at every stage upwards. When it finishes the selling act, TAKAFUL shall claim its glorious days once again ...


That's consult ELLIOT Wave for TP guidance:
1st major = 408 x 2 - 250 = 566
3rd major = to n always > 1st major

3rd major = 408 x 2 - 120 = 696
Then there is over shoot with Fibonacci %
a. 408 + 288 x 1.382 = 806
b. x 1.5
c. x 1.618

u choose what u want,
a, b or c, OK
13/02/2019 10:42


Icon8888
16410 posts

Posted by Icon8888 > Feb 14, 2019 04:30 AM | Report Abuse

Fair value RM6.5 ?

Latest Q earning RM90 mil

Annualised RM360 mil

PER of 15 times

Targeted market cap RM5.4 bil

Number of shares 830 mil

Fair value = 5400 / 830 = RM6.5 ?


qqq3
8901 posts

Posted by qqq3 > Feb 14, 2019 04:42 AM | Report Abuse

I prefer your choices to those of Otb and Kc who are more into unpredictable companies subject to manipulation.


Icon8888
16410 posts

Posted by Icon8888 > Feb 14, 2019 04:44 AM | Report Abuse

Don't give me too much credit

In bull market everybody looked like genius mah


qqq3
8901 posts

Posted by qqq3 > Feb 14, 2019 04:51 AM | Report Abuse

at least there is a certain size and predictability.....


qqq3
8901 posts

Posted by qqq3 > Feb 14, 2019 04:53 AM | Report Abuse

and of course stock broker hot stock now is MBM and Serba.....no one can be accused of PnD in these stocks......


qqq3
8901 posts

Posted by qqq3 > Feb 14, 2019 04:58 AM | Report Abuse

I think a lot of PnD people attracted to OG stocks.....

that would be followers....not leaders.....


UnicornP
1356 posts

Posted by UnicornP > Feb 15, 2019 11:17 AM | Report Abuse

By April must pew pew pew


Marco Go
29 posts

Posted by Marco Go > Feb 16, 2019 11:56 PM | Report Abuse

Syarikat Takaful Malaysia Berhad是一家回教保险公司,也是马来西亚第二大回教保险运营商。Takaful这支股市黑马从2012年上半年爆发后就一直持续上升至2015下半年才开始歇息。虽然股价自2015年至今都持续持平,可是公司的业绩却从未因此停止,仍然保持着双位数的增长,令人不得不刮目相看。Takaful的强劲走势,和大马本地回教保险市场和亮丽展望固然有关系。MIDF研究也指出两大利好可协助该领域持续增长。两大利好分别是,一,大马伊斯兰金融产品与服务不断增长, 二,国内穆斯林市场仍有不少开发潜力。以目前价格3.76来计算,小篇依然认为Takaful仍然遭市场低估,其增长潜能无可限量。

Takaful自2010年至2017的净利表现。从下表可以发现Takaful从2010年57M的净利已经达到如今的206M,成长幅度高达261%!
2010 2011 2012 2013 2014 2015 2016 2017
Net Profit(M) 57 78 101 138 140 155 176 206



除此之外,Takaful每个季度的表现也同样一直维持着双位数的增长。从下表你能发现Takaful已经持续三年维持季度的盈利上升,并且盈利与净利都在2018 Q1突破历史新高,而股价却仍然相当疲弱。
Revenue 2015 2016 2017 2018
Q1 562M +12.6% 633M +4% 659M +13.2% 746M
Q2 433M +6.6% 462M +6.6% 485M +11.7% 542M
Q3 389M +9.5% 426M +11.7% 476M
Q4 403M +21.5% 490M +5.5% 517M


Net Profit 2015 2016 2017 2018
Q1 46M 0% 46M +21.7% 56M +25% 70M
Q2 38M +18% 45M +0% 45M +11% 50M
Q3 34M +29.4% 44M +9% 48M
Q4 36M +8.3% 39M +43% 56M



尤其是2018年Q2 由于马来西亚股市下跌造成Takaful拥有足足58Million的Fair value losses(参照下表)。试想想如果Takaful在Q2如果没有fair value losses,其净利即将达到108Million的历史新高!下一季让我们拭目以待!



独立的竞争优势及未来成长引擎

虽然Takaful近几年盈利与净利都持续增加,但截至2018年三月大马人寿和伊斯兰保险认购率仅为56.2%,仍低于2020年的75%目标,代表着大马仍然拥有着许多潜在客群并将提振核心净幅,此外Takaful推出的数码平台”Click for Cover“将强化数码市场表现,有助于窃取更多潜在客服群。再加上与朝圣基金及回教银行的相辅相成,有助于Takaful的进一步扩张。此外随着穆斯林人口的持续增加,与穆斯林对保险的重视程度愈加提升,只要管理妥当,Takaful必定能维持双位数的增长。

除此,Takaful的Roe在过去五年都持续维持在20%以上,达到许多投资专家建议的15%以上,并且EPS也随着净利年年增加。在公司维持增长的当儿,以Rm3.7计算,股息现在却达到4%之高,足足高过我们放在银行里的定期存款。

健康及稳健的资产负债报表

自2013年起,由于盈利的持续增长,Takaful的shareholder fund(所有者权益)与retained earnings(盈余公积)都在持续不断的增加。截至2017年,我们可以发现到Takaful的盈余公积足足达到609M,而2018年Q2更增加至749M足以应付公司经营风险或提高现有的派息政策.

为什么股价自2015年起就一直持平?

Takaful截至2017年的总股数为823,145,670。从Takaful的财务报表我们可以发现BIMB一直是Takaful的控制性大股东,截至2017年底持有59.72%的股份,而EPF则持有10.86%。若扣除30大股东,真正在市场上流通的股票只有仅仅的8.4%,即69,144,236. 这样的情况造成Takaful的成交量非常之少,且投资机构,大型基金,庄家与散户都对他提不起兴致,常常都被少量的股数压低价钱。但是我们不要忘了价格与盈利始终会回到一条线上,只要公司持续增长,股价最终也会随着水涨船高。别忘了2012年Takaful的股价之所以爆发就是因为公司长久被市场忽略,而直到被发现时,股价却已一飞冲天。然而如今自2015年起,Takaful的股价就一直持平至今,显然有重蹈覆辙之势。只要假以时日,必定又是另一波好球。



结语

Takaful强大的基本面让人不得不对他跨目相看,可是单一大股东造成的低流通量却是Takaful不能忽视的缺点。此外,大环境的种种影响也对短期的走势起了落井下石的作用。投资股票除了要选好的公司,还要买得便宜,而买得便宜还要等到对的时机。以目前50-150的移动平均线来分析,短期内股价显然没什么看头,不过中长期的话Takaful还是一个值得长期投资的公司。当然这不是买卖建议,因为股票之所以有买卖,只因为各持不同的观点。最后祝各位投资愉快。


abangcha
2 posts

Posted by abangcha > Feb 18, 2019 11:11 AM | Report Abuse

Slow je takaful


abangcha
2 posts

Posted by abangcha > Feb 18, 2019 11:12 AM | Report Abuse

Any news


UnicornP
1356 posts

Posted by UnicornP > Feb 18, 2019 03:32 PM | Report Abuse

EPF so bad.. Bully small retailers.


banker33
166 posts

Posted by banker33 > Feb 19, 2019 09:31 AM | Report Abuse

Today up by 10 cents, go go go Takaful, see you too at $4.80


Up_down
3425 posts

Posted by Up_down > Feb 19, 2019 09:44 AM | Report Abuse

High growth in family takaful segment. It will continue to trend higher. This segment started picking up in last 3 quarters. LPI is able to fetch PER 20x even experiencing much lower growth level. Opportunity to buy on dips.


UnicornP
1356 posts

Posted by UnicornP > Feb 19, 2019 11:25 AM | Report Abuse

Yes. When EPF press, you must buy.


SS13
50 posts

Posted by SS13 > Feb 23, 2019 10:15 AM | Report Abuse

Just buy and keep. Won’t disappoint and Dividends good.


banker33
166 posts

Posted by banker33 > Feb 25, 2019 09:28 AM | Report Abuse

SS13 Just buy and keep. Won’t disappoint and Dividends good.
23/02/2019 10:15


Exactly, I support 100%.


GLNT
42 posts

Posted by GLNT > Mar 1, 2019 11:38 AM | Report Abuse

Please sell more, I want to buy.


UnicornP
1356 posts

Posted by UnicornP > Mar 1, 2019 03:29 PM | Report Abuse

==


GLNT
42 posts

Posted by GLNT > Mar 1, 2019 04:38 PM | Report Abuse

EPF selling at 4.41 now..I guess


GLNT
42 posts

Posted by GLNT > Mar 1, 2019 04:40 PM | Report Abuse

Accumulation period now before the next surge.


GLNT
42 posts

Posted by GLNT > Mar 1, 2019 04:41 PM | Report Abuse

Once EPF stops selling, it's time to break new highs.


sleang
131 posts

Posted by sleang > Mar 4, 2019 05:54 PM | Report Abuse

one might need to exercise some patience here, assuming epf needs to reduce its stake to <10% from the 11.65% (96m units) as of 27-Feb.


UnicornP
1356 posts

Posted by UnicornP > Mar 4, 2019 06:58 PM | Report Abuse

April gonna out report. They cannot delay buying for too long.


GLNT
42 posts

Posted by GLNT > Mar 5, 2019 09:59 AM | Report Abuse

EPF might sell down again at the end of trading day. Can accumulate at the end of trading day.


UnicornP
1356 posts

Posted by UnicornP > Mar 5, 2019 12:52 PM | Report Abuse

If you think so, they will do the opposite. :D


UnicornP
1356 posts

Posted by UnicornP > Mar 5, 2019 05:08 PM | Report Abuse

hehehe


UnicornP
1356 posts

Posted by UnicornP > Mar 9, 2019 01:42 PM | Report Abuse

Keep like FD nia~


PureBULL .
995 posts

Posted by PureBULL . > Mar 9, 2019 02:42 PM | Report Abuse

ALLIANZ, non-takaful insurance n TAKAFUL r both ready to FLY.

There r still those sick FUN selling everyday in bulk like never see hard cash money before.
Looking back to HAIO n JHM experience 2 yrs ago,
they could take another few days to just 2 weeks more to the right timing to continue power charging up again. As always, it will be fast n furious this time !

Togehter both will go on to create a new theme play i.e.
INSURANCE Theme Play


Instead of buying these above 2 stocks, How nice IF I buy all n sailang in DAYANG at 97/98 on that opening price on Monday when I wrote the 1st blog on dayang.
It's all abt diversification = thief of returns but deems safer in investing LIFE.


GLNT
42 posts

Posted by GLNT > Mar 13, 2019 03:27 PM | Report Abuse

Time for accumulation again. Big boys haven't collected enough. EPF wants to trade to optimize profit, doesn't want it to surge la. If EPF brings it down, good! Can accumulate more!


UnicornP
1356 posts

Posted by UnicornP > Mar 13, 2019 04:46 PM | Report Abuse

EPF wants the shares back from me. But I know by April they must goreng anyhow.


UnicornP
1356 posts

Posted by UnicornP > Mar 15, 2019 10:34 AM | Report Abuse

Very pressured to deliver RM1b revenue next quarter.

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