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  learnbyheart hope next week there will be dividend announcement ..it is weird that takaful not giving any reward to their shareholder this year 20/12/2020 8:26 PM Steven Tan 12 c is so disappointing, no wonder why EPF keeps on dumping this account. Glove stock is much better haha, GOODBYE TAKAFUL. 22/12/2020 9:04 AM learnbyheart glove counter is too fragile..put your money here you can have a good sleep 22/12/2020 5:36 PM RainT omg DY 2.5% only also have people say is good good is DY above 5% also DY is past history , dont forget this 25/12/2020 2:53 PM kinuxian https://www.theedgemarkets.com/article/covid19-insurance-players-talks-moh-bnm-easing-patients-expenses 17/01/2021 11:21 PM Irisoren07 I did not wait for ex date.sold with very little profit. Expected it to drop but not this much. Dodged a bullet 17/01/2021 11:49 PM RainT @employee haha, you also in so many counters ? but counters that i m in is under value & can capital appreciation one 29/01/2021 3:06 PM Abang1975 satu setengah tahun simpan....huhuhu...tarak untung!! company made profit also not reflected towards share price.. 29/01/2021 4:42 PM gongkia untung tapi tak untung lebih banyak dari yang dulu. in the long term, share price will reflect the performance. 29/01/2021 4:42 PM Papayashot Bao2lai , I don't undrstand what u meant by Par value? Now still got Par value meh? And, what u meant LPI par value is 9-8? 30/01/2021 6:09 PM Bao2lai Takaful par value is 0.2 LPI par value is 9-8 Allianze par value is 4-3 " if " Takaful par value is 1.0 , The market price of Takaful would be approximately 21k per share..compared to both Lpi and Allianze , they were " only " 13~14k per share. Investors might easily think that takaful share price will much more cheper than others same sector like lpi and Allianze but in actual the number by itself will tell us the truth 08/02/2021 8:04 PM Bao2lai To measure the value of investment based on many factors, PAR VALUE does not predict the company's future profit potential. I think it is an honor for people to ignore its existence, at least when they think it’s cheap, they will buy it naturally. In fact, as long as the knowledge of elementary school mathematics, par value has clearly told investors whether it is really cheap. 08/02/2021 8:40 PM apple168 We don’t know what is “Par value” that you r talking about. Sounds like a “par value” created by you. Perhaps can write an article on “par value” to enlighten us and send it up for Peers review, maybe can get a Nobel price in economics. 09/02/2021 12:45 PM Bao2lai Hi @apple168, it simple. All we need to do is 1. Connect internet , make sure our search tool able to online. 2. Recommend use google website, on the google screen we can enter invesdopedia and don forget to press enter at the keyboard. 3. In invesdopedia website , we can scearch the meanings of "PAR VALUE" .Of cause if using voice searcing method is faster than typing.. again dont forget to type PAR VALUE at keyboard and enter. Im believe, the time consuming in writing " we dont know."... until last sentence of "price in economics" if exchange to search engines is far more efficient and benefit to ourselves. Regards Spoonfeed@.com 09/02/2021 4:50 PM observatory Instead of Par Value, it's better to look at shareholder's equity per share, which captures the company retained earnings over the years. The share price to per share equity ratio, also known as Price To Book ratio, has a strong correlation with Return on Equity. Takaful has a higher ROE than Allianz or LPI. But Takaful ROE has weakened in 2020 while the other two have sustained. 16/02/2021 8:08 PM gongkia allianz pe is low, but it is low all the while, tempting. any explanation? 16/02/2021 9:39 PM observatory Allianz PE as reported by some apps is misleading. Alloanz has almost as many ICPS as its outstanding shares. So should divide its basic EPS by 2 to get its diluted EPS, or multiply the PE by 2. 17/02/2021 12:05 PM Bao2lai 谢谢 @Observatory分享。 是的，比起Par value, Nav也是其中一项不可或缺的衡量工具。 Takaful每年retention ratio都不少于80%。 保守预计,它的RoRe不少于20%，算是可被接受范围之内。如果公司的retained earnings不能为股东创造价值，management expension ratio的18%~20%将被视为无效率和浪费资源。 所以，谢谢你提供的宝贵意见。 @Observation,有一个疑问想请教你， 那是关于Intco Medical Tech。 在下定论之前， " 它宽充产能在未来 "有可能" 带来 供需失衡 的潜在风险" 。。有一个项目我必须搞清楚，那就是Intco Medical的profit margin是多少？Hartalega大概在2009年转型至Nitrile手套，最强有力的武器将同行抛开九条街之远，它用的方式就是有效率的降低成本并且 慢慢吃进同行的市场。手套不是名牌产品，谁有成本优势就是未来的明星股。你认为呢？ 17/02/2021 11:44 AM apple168 We believe Takaful is a good buy with the price below 4. Now, it is still overvalued 17/02/2021 12:53 PM observatory Sorry. Borrow this space to respond to a glove question. @Bao2Lai. You can find my calculation on the operating profit of Intco vs Harta & Top Glove in my comment to Ben Tan’s blog. Timestamp 07/02/2021 2:58 PM. https://klse.i3investor.com/blogs/bursainvestments/2021-02-06-story-h1540340424-Top_Glove_Hartalega_Supermax_The_US_Demand_for_Gloves_and_Homeland_Prod.jsp In summary, for the first three quarters of 2020, the operating margin of Intco was 19%, 59% and 69%. Top Glove 12%, 26%, 46%. Harta 18%, 30%, 51%. I’ve also worked out the Capex required for new capacity expansion. It takes Top Glove about USD25 for every 1,000 pieces of new capacity. Capex for Intco is only about USD17. See my calculation in another comment in the link below. Timestamp 16/02/2021 11:29 PM https://klse.i3investor.com/blogs/bursainvestments/2021-02-16-story-h1541112319-Glove_Supply_and_the_Supply_Demand_Disequilibrium_Top_Glove_Supermax_Ha.jsp The current blended ASP of USD70, if sustainable, means it takes only 4 months to breakeven for new production investment. That explains why Intco is rushing for a second listing in HK to fund its explosive growth. Its capacity by the end of 2019 was 19 billion pieces; end of 2020 36 billion; now already 45 billion. It has announced at least another 190 billion. 17/02/2021 8:53 PM apple168 辉瑞所谓90%有效率是临床试验。大家都懂得辉瑞实验人数不足，临床试验有否造假，只有当事人知道。有人根据辉瑞临床数据，认为它有效率只有29%。以目前的数据显示它的有效率是在29-90%。最终数据需要时间检验，毕竟这是新的技术疫苗—mRNA技术。要知道辉瑞公司的CEO自己都不敢打自家疫苗，可想而知，这新的技术疫苗—mRNA技术，还在研究当中。COVID-19不会因为有了疫苗，就这样结束，有了解药（anti-viral drug) 才是真正解决问题的根本！有新的技术疫苗，有效性29-90%（这么大的有效性差距），就一窝蜂去买复苏股，不就太冲动了吗？一切还言之过早！ 17/02/2021 9:50 PM  |
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