Highlights
KLSE: ALLIANZ (1163)       ALLIANZ MALAYSIA BHD MAIN : Finance
Last Price Today's Change   Day's Range   Trading Volume
14.50   +0.04 (0.28%)  14.46 - 14.58  75,400
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Overview

Market Cap: 2,565 Million
NOSH: 177 Million
Avg Volume (4 weeks):121,927
4 Weeks Range:13.98 - 14.92
4 Weeks Price Volatility (%):
55.32%
52 Weeks Range:11.40 - 16.04
52 Weeks Price Volatility (%):
66.81%
Average Price Target: 16.90
Price Target Upside/Downside: +2.40

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2020 [#3]  |  26-Nov-2020
Next QR | Est. Ann. Date: 31-Dec-2020  |  27-Feb-2021
T4Q P/E | EY: 5.04  |  19.86%
T4Q DY | Payout %: 4.48%  |  22.55%
T4Q NAPS | P/NAPS: 23.3  |  0.62
T4Q NP Margin | ROE: 8.74%  |  12.36%

Headlines

Date Subject
27-Nov-2020 Allianz Malaysia - Recovery in Premium Growth in 3Q20
26-Nov-2020 Allianz Malaysia - 3Q20 life insurance ANP improves on easing of MCO
09-Nov-2020 Protecting the rakyat, safeguarding the economy
01-Oct-2020 Allianz Malaysia - Attractive Valuation; Decent ROEs
28-Aug-2020 Allianz Malaysia - Reversal in Fair Value Gains Drives a Stronger 2Q20
26-Jun-2020 下跌股:Allianz RM13.86支撑
17-Jun-2020 【行家论股/视频】ALLIANZ 次季业绩料更佳
17-Jun-2020 Allianz Malaysia- Fair Value Losses Dampen Bottomline
17-Jun-2020 PublicInvest Research Headlines - 17 Jun 2020
19-May-2020 Allianz sees more payment defaults in October when moratorium ends
17-Apr-2020 Syarikat Takaful Malaysia - Looking Beyond This Year
16-Apr-2020 【行家论股/视频】ALLIANZ 料维持派息率
28-Feb-2020 Allianz Malaysia - Above Expectations; Fair Value Gains Boost
10-Feb-2020 ALLIANZ (1163)

Business Background

Allianz Malaysia Bhd is a diversified insurance company that provides life and general insurance in Malaysia. The vast majority of the company’s revenue is generated through insurance premiums, with the remainder stemming from investment income as well as fee and commission income. The company’s general insurance includes automotive, home, and personal insurance. Allianz Malaysia’s business insurance includes fire, engineering, and liability insurance. The company also offers life insurance through a variety of its products.
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  6 people like this.
 
JLKL12 thanks limyuwei..
15/12/2020 5:12 PM
Pinky @limyuwei what u mean is Pref. shares less liquidity is it? Hence it will be hard to liquidate your holdings.

Large gap between buyer's bid vs seller's offer

Am I right?
15/12/2020 5:23 PM
limyuwei yes, the spread is big and is not really traded at 20% premium as well, seems like is ~95-110% of ord share price.

e.g. today closing
Allianz buy 14.76, sell 14.8
Allianz PA buy 14.72, sell 15
15/12/2020 5:29 PM
Pinky Yeah with that kinda spread only suitable if you gonna buy and hold for long time.
15/12/2020 5:31 PM
myinvesting Although Allianz-PA entitles 20% more dividend than ordinary share, it is not liquid (due to high holding by Allianz SE German and funds) hence not able to reflect 20% premium over ordinary share price.
15/12/2020 11:57 PM
myinvesting Last year dividend was 65 sen. Hope to see this year to be around 70 - 74 sen.
16/12/2020 12:03 AM
Bullrunrun Q4 result is excellent
Dividends maybe 75 cents

Hold for retirement
17/12/2020 3:32 PM
Kon Lim Chai As part of retirement asset is acceptable
19/12/2020 9:12 AM
Bullrunrun No much transaction
EPS 2.80
Target price RM 20
Dividend 80 cents
23/12/2020 9:54 PM
Kon Lim Chai 58 sen and 69.6 sen for ord share and pref shares respectively. Special dovidends later
29/12/2020 5:40 PM
Kon Lim Chai Last yr 51 sen and 61.2 sen for ord share and pref share respectively.
29/12/2020 5:42 PM
Bullrunrun This coming January dividend may hit record high
Buy call now...
29/12/2020 5:55 PM
Pinky @Kon Lim Chai good!
29/12/2020 6:02 PM
Pinky 3.99% dividend yield at current price for ordinary shareholders
29/12/2020 6:04 PM
Kon Lim Chai Ex dividend dates not yet announced.
29/12/2020 6:07 PM
Pinky Nvm la declared already means firmed
29/12/2020 7:01 PM
Pinky Wonder why today declare dividends but today share price so weak
29/12/2020 7:02 PM
Bullrunrun 58 cents dividend
special dividend 20 cent maybe
Buy and keep for retirement .....
29/12/2020 8:53 PM
kywoo My educated guess is that there is a special dividend announcement next week. The fact that they are not announcing an ex date or payment date for this interim is they want to combine the 2 dividends with a common ex date and payment date. As to how much is the special dividend is anybody's guess. I think it would be at least 17 sens and anything more would be really a bonus to shareholders. Hence, total dividend would very likely be 75 sens compared to 65 sens last year. With higher dividend and better financial results, Allianz share price should be higher next year.
29/12/2020 9:32 PM
Snowpiercer No special dividend.....disappointed but better than nothing
29/12/2020 10:23 PM
myinvesting At this dividend rate, it works out to be >4% yield over average price, it is considered a decent one. Therea are various factors affecting level of dividend. From shareholders perspective, especially say from Allianz holding co viewpoint, dividend is budgeted in advance and normally it would be an increasing dividend amount premise on increased budgeted profit. On 9 months todate, Allianz Msia reported an increased profit. Dividend should be even higher. But another important hurdle is regulator's approval. All insurance company dividends need prior approval from regulator... In time like this, regulator's approved dividend may be lower than what you applied for, similar to what happened in many years back when RM was much depreciated. It would paint an odd picture to the public if regulator approves a higher dividend during pandemic time, despite company reported higher profit and budgeted for. Allianz General and Life have been stable/growing companies with adequate capital built up over the years and would be able to sustain further growth even with higher dividend payout. Again, regulator approval is beyond your control. It is still a decent dividend at >4% yield after all.
29/12/2020 11:57 PM
myinvesting Another possibility is to keep the remaining portion to final dividend, allow time to observe economy condition, using year-end audited accounts to apply for final dividend again in early next year. Try luck again in next application to regulator.
30/12/2020 12:02 AM
myinvesting If gross up of the typical dividend application cut of say 20%, 58 sen x 100% / 80% = ~70sen. It should be around 70 sen, higher than last year 65 sen.
30/12/2020 12:14 AM
myinvesting Allianz surprises shareholders with 58c dividend per share

https://www.thestar.com.my/business/business-news/2020/12/29/allianz-surprises-shareholders-with-58c-dividend-per-share
30/12/2020 12:33 AM
x3mg33 I agree with @KYWoo as a check back to last year’s dividend of 51 sen was announced on 31 Dec 2019 and Special dividend of 14 sen and full payment details was announced on 10 Jan 2020. Hoping for a similar repeat in Jan21.
30/12/2020 8:05 AM
Snowpiercer Nothing to do with regulatory approval.... Just because 3 weeks apart the regulator can see differently. By now, internal already know the full year result...only a few days left in 2020...like banks, they just want to conserve cash...easier to explain during tough time.
30/12/2020 8:35 AM
Pinky This morning up.

So yesterday was a sellers' trap hahaha
30/12/2020 9:20 AM
limyuwei Regulatory approval is needed and BNM will indeed control how much dividend insurance company can pay, and actually did apply haircut on some companies previously.
However, AFAIK Allianz has a healthy RBC ratio, way above what is required.

Despite only a few days left, Allianz internally still don't know how the number will be like.
They will need to wait until 31 Dec, take the latest position (asset value, interest rate etc.) to project future actuarial liabilities.
30/12/2020 9:32 AM
Pinky Even without special dividend I'm happy. 4% yield.
30/12/2020 9:38 AM
SilverHawk This year ordinary dividend is higher than last year. Think no special dividend for this year. Last year special dividend is due to big fair value gain.
30/12/2020 3:51 PM
Bullrunrun This share is undervalue
EPS RM 2.80
NESTLE ONLY RM 2.38 eps
30/12/2020 5:38 PM
CakapSohaiThings Post removed. Why?
31/12/2020 9:21 AM
Bullrunrun Special dividends 20 cents coming
03/01/2021 8:59 PM
observatory @kywoo, @x3mg33,

By past practice, I doubt Allianz will announce a special dividend separately just a few weeks later.

Previously the company actually announced the interim and special dividend together in a single announcement on 31 Dec 2019.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3013154
04/01/2021 1:21 AM
samcck no more special dividend
04/01/2021 7:08 PM
Papayashot hi, may I know any expiry date for the preference share? This preference share can be converted to ordinary share?
05/01/2021 4:54 PM
Bullrunrun RM 15 today
06/01/2021 8:58 AM
Papayashot Hi all sifu, if hold preference shares, must I convert to ordinary share first then only I am entitled for dividend? Can anyone share your experience? tqtq
08/01/2021 7:42 PM
PuppyKitten If ur aim is dividend, dun convert as PA js entitled 20% more dividend than ordinary share. If not mistaken, no deadline for conversion.
08/01/2021 8:24 PM
Papayashot Thanks PuppyKitten, thanks for your reply. Appreciate that.

Can I check from you all what's the logic behind splitting Allianz share to ordinary & preference shares?
08/01/2021 8:51 PM
myinvesting Ex Date 25-Jan-2021

Single tier interim dividend of 58.0 sen per ordinary share
Single tier interim dividend of 69.6 sen per irredeemable convertible preference share ("ICPS")
08/01/2021 9:54 PM
Bullrunrun very good counter for retirement

Want fast money Go Casino now glove companies and Oil& Gas

High risk high return

Alliance NTA RM 23

Cheap now... BUy
11/01/2021 10:25 AM
PuppyKitten Papayashot @ it was a fund raising exercise back to 2010. Something like right issue. Check 2010 bursa announcement or click on klse screener, capital change Tab
11/01/2021 2:42 PM
Bullrunrun i will buy more if drop below RM14
11/01/2021 9:16 PM
Bgt 9963 Very solid stock...!
11/01/2021 9:29 PM
Bullrunrun MCO
Motor insurance premium never reduced
Less accident
Good for Allianz general insurance profit surge
EPS rm 3.00 per year
Top in Bursa higher than Nestle

TARGET PRICE RM 20
13/01/2021 12:24 PM
Kon Lim Chai Corporate proposal for Allianz: First, have a share split exercise of 1 to 5 or1 to 10. This improve liquidity of the shares. Secondly, get separate liting of life division and general insurance division. Mkt price will double if not triple. Put forward the proposals in AGM.
13/01/2021 2:05 PM
Bullrunrun Nobody speculate this stock.
boring but steady income and undervalue stock
13/01/2021 7:38 PM
Bullrunrun KUALA LUMPUR: Maybank Investment Bank Research maintained its "buy" call on Allianz Malaysia Bhd despite a lower profit forecast for FY21.

The research house said it expects lower investment gains at Allianz Life to weigh on the group's earnings although the latter's underlying fundamentals remains trong while the drive for further cost efficiencies continue.

For FY21, Maybank IB projects group net profit to slip by 6% year-on-year.

"We nevertheless project a 5% YoY growth in Allianz Life’s ANP. As for Allianz General, we project GWP growth of 3.5% in FY21, but a higher combined ratio of 90.1% versus 89.3% in FY20 as claims normalize upwards.

"As such, we estimate Alliance General’s FY21 pretax profit growth to be 3%," it said.

For FY20, the research house expect Allianz's group net profit to have been stable, benefiting from maiden contributions frmo it partnership with Pos Malaysia and lower claims during the MCO period.

Maybank IB raised its FY20/21 earnings forecasts marginally by 1%/4% to factor in higher investment income and lower claims respectively.

Allianz has proposed a higher interim dividend per share of 58 sen for FY20 versus 51 sen in FY19.

At the current price, the dividend yield on 58 sen is attractive at 4%, said Maybank IB.

The research house has an unchanged target price of RM16.75 on the stock.
15/01/2021 10:33 AM
limyuwei https://www.sinchew.com.my/content/content_2411222.html?fbclid=IwAR0mD26j8ecY97BPa3R0NsEFGtgz8B2ThzJqAYjLfPt4xJTdpS3im5oQBsk
15/01/2021 2:31 PM


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