Highlights
KLSE: ALLIANZ (1163)       ALLIANZ MALAYSIA BHD MAIN : Finance
Last Price Today's Change   Day's Range   Trading Volume
13.60   0.00 (0.00%)  0.00 - 0.00  0
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Financials


Market Cap: 2,406 Million

Market Cap 2,406 Million
NOSH 177 Million

Latest Audited Result:  31-Dec-2019

Latest Audited Result: 31-Dec-2019
Announcement Date 28-Apr-2020
Next Audited Result: 31-Dec-2020
Est. Ann. Date: 28-Apr-2021
Est. Ann. Due Date: 29-Jun-2021

Latest Quarter:  30-Jun-2020 [#2]

Latest Quarter: 30-Jun-2020 [#2]
Announcement Date 27-Aug-2020
Next Quarter: 30-Sep-2020
Est. Ann. Date: 27-Nov-2020
Est. Ann. Due Date: 29-Nov-2020
QoQ | YoY   110.98%  |    42.55%

Annual (Unaudited) ( EPS: 278.41, P/E: 4.88 )

Revenue | NP to SH 5,534,374  |  492,478
RPS | P/RPS 3,128.73 Cent  |  0.43
EPS | P/E | EY 278.41 Cent  |  4.88  |  20.47%
DPS | DY | Payout % 64.93 Cent  |  4.77%  |  23.32%
NAPS | P/NAPS 20.75  |  0.66
YoY   30.62%
NP Margin | ROE 8.90%  |  13.42%
F.Y. | Ann. Date 31-Dec-2019  |  27-Feb-2020

T4Q Result ( EPS: 295.74, P/E: 4.60 )

Revenue | NP to SH 5,712,875  |  523,126
RPS | P/RPS 3,229.64 Cent  |  0.42
EPS | P/E | EY 295.74 Cent  |  4.60  |  21.75%
DPS | DY | Payout % 64.93 Cent  |  4.77%  |  21.95%
NAPS | P/NAPS 22.42  |  0.61
QoQ | YoY   10.58%  |    25.60%
NP Margin | ROE 9.16%  |  13.19%
F.Y. | Ann. Date 30-Jun-2020  |  27-Aug-2020

Annualized Result ( EPS: 279.53, P/E: 4.87 )

Revenue | NP to SH 5,777,622  |  494,464
RPS | P/RPS 3,266.24 Cent  |  0.42
EPS | P/E | EY 279.53 Cent  |  4.87  |  20.55%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   55.49%  |    14.15%
NP Margin | ROE 8.56%  |  12.47%
F.Y. | Ann. Date 30-Jun-2020  |  27-Aug-2020


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2020 27-Aug-2020 30-Jun-2020 2 1,404,105 248,598 167,732 167,732 - 3,965,873 - % 11.95% 4.23% 176,890 793.77 793.78 94.82 94.82 0.00 0.00 22.4200 22.42   110.98%   42.55% 30-Jun-2020 14.10 1.78 14.87 0.63 6.73% 0.00% 27-Aug-2020 13.48 1.70 14.22 0.60 7.03% 0.00%
31-Dec-2020 16-Jun-2020 31-Mar-2020 1 1,484,706 91,947 79,500 79,500 - 3,739,429 - % 5.35% 2.13% 176,888 839.34 839.34 44.94 44.94 0.00 0.00 21.1400 21.14   -40.26%   -19.63% 31-Mar-2020 12.48 1.49 27.77 0.59 3.60% 0.00% 16-Jun-2020 14.30 1.70 31.82 0.68 3.14% 0.00%
31-Dec-2019 27-Feb-2020 31-Dec-2019 4 1,405,471 188,158 133,082 133,082 114,851 3,669,934 86.30% 9.47% 3.63% 176,694 795.43 794.55 0.57 75.23 65.00 64.93 20.7700 20.75   -6.81%   33.03% 31-Dec-2019 16.28 2.05 21.62 0.78 4.63% 3.99% 27-Feb-2020 15.70 1.97 20.85 0.76 4.80% 4.14%
31-Dec-2019 27-Nov-2019 30-Sep-2019 3 1,418,593 175,031 142,812 142,812 - 3,788,212 - % 10.07% 3.77% 176,689 802.88 801.97 80.83 80.74 0.00 0.00 21.4400 21.42   21.37%   42.99% 30-Sep-2019 13.84 1.72 17.12 0.65 5.84% 0.00% 27-Nov-2019 14.00 1.74 17.32 0.65 5.77% 0.00%
31-Dec-2019 22-Aug-2019 30-Jun-2019 2 1,366,015 177,715 117,667 117,667 - 3,628,616 - % 8.61% 3.24% 176,747 772.86 772.24 66.57 66.52 0.00 0.00 20.5300 20.51   18.96%   30.93% 28-Jun-2019 14.00 1.81 21.03 0.68 4.76% 0.00% 22-Aug-2019 13.80 1.79 20.73 0.67 4.82% 0.00%
31-Dec-2019 23-May-2019 31-Mar-2019 1 1,344,295 151,240 98,917 98,917 - 3,485,076 - % 7.36% 2.84% 176,728 760.66 759.97 55.97 55.92 0.00 0.00 19.7200 19.70   -1.12%   13.40% 29-Mar-2019 14.50 1.91 25.91 0.74 3.86% 0.00% 23-May-2019 13.18 1.73 23.55 0.67 4.25% 0.00%
31-Dec-2018 21-Feb-2019 31-Dec-2018 4 1,302,173 127,837 100,040 100,040 69,838 3,322,561 69.81% 7.68% 3.01% 174,596 745.82 736.15 10.69 56.56 40.00 39.48 19.0300 18.78   0.16%   15.28% 31-Dec-2018 13.00 1.74 22.69 0.68 4.41% 3.08% 21-Feb-2019 14.00 1.88 24.43 0.74 4.09% 2.86%
31-Dec-2018 22-Nov-2018 30-Sep-2018 3 1,301,578 147,676 99,879 99,879 - 3,414,808 - % 7.67% 2.92% 176,658 736.78 735.82 56.54 56.46 0.00 0.00 19.3300 19.30   11.14%   47.91% 28-Sep-2018 12.80 1.74 22.64 0.66 4.42% 0.00% 22-Nov-2018 12.00 1.63 21.22 0.62 4.71% 0.00%
31-Dec-2018 20-Aug-2018 30-Jun-2018 2 1,306,772 115,841 89,870 89,870 - 3,266,391 - % 6.88% 2.75% 174,954 746.92 738.75 51.37 50.81 0.00 0.00 18.6700 18.47   3.02%   35.18% 29-Jun-2018 12.70 1.70 24.72 0.68 4.04% 0.00% 20-Aug-2018 12.60 1.69 24.53 0.67 4.08% 0.00%
31-Dec-2018 28-May-2018 31-Mar-2018 1 1,271,406 127,630 87,232 87,232 - 3,215,121 - % 6.86% 2.71% 175,211 725.64 718.76 49.79 49.31 0.00 0.00 18.3500 18.18   0.52%   29.86% 30-Mar-2018 11.62 1.60 23.34 0.63 4.28% 0.00% 28-May-2018 13.16 1.81 26.43 0.72 3.78% 0.00%
31-Dec-2017 22-Feb-2018 31-Dec-2017 4 1,209,867 126,385 86,782 86,782 20,851 3,120,801 24.03% 7.17% 2.78% 173,764 696.27 683.97 49.94 49.06 12.00 11.79 17.9600 17.64   28.52%   -3.55% 29-Dec-2017 13.50 1.94 27.03 0.75 3.70% 0.89% 22-Feb-2018 13.10 1.88 26.23 0.73 3.81% 0.92%
31-Dec-2017 22-Nov-2017 30-Sep-2017 3 1,188,389 97,248 67,526 67,526 - 3,094,723 - % 5.68% 2.18% 174,350 681.61 671.83 38.73 38.17 0.00 0.00 17.7500 17.50   1.57%   -7.10% 29-Sep-2017 14.04 2.06 36.25 0.79 2.76% 0.00% 22-Nov-2017 14.00 2.05 36.15 0.79 2.77% 0.00%
31-Dec-2017 17-Aug-2017 30-Jun-2017 2 1,193,797 104,987 66,480 66,480 - 3,022,292 - % 5.57% 2.20% 173,894 686.51 674.89 38.23 37.58 0.00 0.00 17.3800 17.09   -1.03%   -12.86% 30-Jun-2017 12.90 1.88 33.74 0.74 2.96% 0.00% 17-Aug-2017 14.52 2.12 37.98 0.84 2.63% 0.00%
31-Dec-2017 30-May-2017 31-Mar-2017 1 1,208,937 108,663 67,174 67,174 - 2,949,610 - % 5.56% 2.28% 173,710 695.95 683.44 38.67 37.98 0.00 0.00 16.9800 16.67   -25.34%   -8.21% 31-Mar-2017 11.56 1.66 29.89 0.68 3.35% 0.00% 30-May-2017 12.52 1.80 32.38 0.74 3.09% 0.00%
31-Dec-2016 24-Feb-2017 31-Dec-2016 4 1,210,975 121,004 89,979 89,979 15,293 2,817,472 17.00% 7.43% 3.19% 169,932 712.62 684.60 52.95 50.87 9.00 8.65 16.5800 15.93   23.79%   4.31% 30-Dec-2016 10.20 1.43 19.26 0.62 5.19% 0.88% 24-Feb-2017 11.22 1.57 21.19 0.68 4.72% 0.80%
31-Dec-2016 29-Nov-2016 30-Sep-2016 3 1,152,180 109,271 72,684 72,684 - 2,807,783 - % 6.31% 2.59% 169,347 680.36 651.36 42.92 41.09 0.00 0.00 16.5800 15.87   -4.73%   -7.42% 30-Sep-2016 10.10 1.48 23.53 0.61 4.25% 0.00% 29-Nov-2016 9.79 1.44 22.81 0.59 4.38% 0.00%
31-Dec-2016 18-Aug-2016 30-Jun-2016 2 1,148,446 109,319 76,289 76,289 - 2,725,213 - % 6.64% 2.80% 169,795 676.37 649.25 44.93 43.13 0.00 0.00 16.0500 15.41   4.25%   8.28% 30-Jun-2016 10.06 1.49 22.39 0.63 4.47% 0.00% 18-Aug-2016 10.22 1.51 22.75 0.64 4.40% 0.00%
31-Dec-2016 27-May-2016 31-Mar-2016 1 1,167,293 114,997 73,179 73,179 - 2,710,772 - % 6.27% 2.70% 169,317 689.41 659.90 43.22 41.37 0.00 0.00 16.0100 15.32   -15.17%   -0.63% 31-Mar-2016 10.72 1.55 24.80 0.67 4.03% 0.00% 27-May-2016 9.92 1.44 22.95 0.62 4.36% 0.00%
31-Dec-2015 26-Feb-2016 31-Dec-2015 4 1,170,453 127,000 86,264 86,264 10,887 2,592,945 12.62% 7.37% 3.33% 167,502 698.77 661.69 51.50 48.77 6.50 6.16 15.4800 14.66   9.88%   21.41% 31-Dec-2015 10.50 1.50 20.39 0.68 4.90% 0.62% 26-Feb-2016 9.93 1.42 19.28 0.64 5.19% 0.65%
31-Dec-2015 20-Nov-2015 30-Sep-2015 3 1,135,434 97,365 78,508 78,508 - 2,489,073 - % 6.91% 3.15% 167,501 677.86 641.89 46.87 44.38 0.00 0.00 14.8600 14.07   11.43%   0.11% 30-Sep-2015 10.60 1.56 22.62 0.71 4.42% 0.00% 20-Nov-2015 10.52 1.55 22.45 0.71 4.46% 0.00%
31-Dec-2015 26-Aug-2015 30-Jun-2015 2 1,113,620 101,437 70,458 70,458 - 2,433,637 - % 6.33% 2.90% 167,837 663.51 629.56 41.98 39.83 0.00 0.00 14.5000 13.76   -4.32%   17.01% 30-Jun-2015 11.78 1.78 28.06 0.81 3.56% 0.00% 26-Aug-2015 10.18 1.53 24.25 0.70 4.12% 0.00%
31-Dec-2015 27-May-2015 31-Mar-2015 1 1,099,990 112,419 73,641 73,641 - 2,378,602 - % 6.69% 3.10% 167,861 655.29 621.85 43.87 41.63 0.00 0.00 14.1700 13.45   3.64%   -14.59% 31-Mar-2015 12.54 1.91 28.58 0.88 3.50% 0.00% 27-May-2015 12.80 1.95 29.18 0.90 3.43% 0.00%
31-Dec-2014 27-Feb-2015 31-Dec-2014 4 1,225,085 100,005 71,052 71,052 8,039 2,197,965 11.31% 5.80% 3.23% 160,787 761.93 692.57 44.19 40.17 5.00 4.54 13.6700 12.43   -9.39%   48.42% 31-Dec-2014 11.42 1.50 25.84 0.84 3.87% 0.44% 27-Feb-2015 12.30 1.61 27.83 0.90 3.59% 0.41%
31-Dec-2014 21-Nov-2014 30-Sep-2014 3 1,058,334 112,058 78,418 78,418 - 2,161,810 - % 7.41% 3.63% 161,088 656.99 598.30 48.68 44.33 0.00 0.00 13.4200 12.22   30.23%   5.75% 30-Sep-2014 11.92 1.81 24.49 0.89 4.08% 0.00% 21-Nov-2014 12.00 1.83 24.65 0.89 4.06% 0.00%
31-Dec-2014 28-Aug-2014 30-Jun-2014 2 1,076,235 87,457 60,215 60,215 - 2,103,545 - % 5.59% 2.86% 162,435 662.56 608.42 37.07 34.04 0.00 0.00 12.9500 11.89   -30.16%   -3.15% 30-Jun-2014 12.70 1.92 34.26 0.98 2.92% 0.00% 28-Aug-2014 12.98 1.96 35.01 1.00 2.86% 0.00%
31-Dec-2014 28-May-2014 31-Mar-2014 1 1,016,530 124,010 86,217 86,217 - 2,086,314 - % 8.48% 4.13% 162,612 625.13 574.67 53.02 48.74 0.00 0.00 12.8300 11.79   80.10%   60.49% 31-Mar-2014 10.26 1.64 19.35 0.80 5.17% 0.00% 28-May-2014 10.40 1.66 19.62 0.81 5.10% 0.00%
31-Dec-2013 28-Feb-2014 31-Dec-2013 4 931,850 68,625 47,873 47,873 3,973 2,001,065 8.30% 5.14% 2.39% 158,940 586.29 526.80 30.12 27.06 2.50 2.25 12.5900 11.31   -35.44%   8.66% 31-Dec-2013 12.10 2.06 40.17 0.96 2.49% 0.21% 28-Feb-2014 11.60 1.98 38.51 0.92 2.60% 0.22%
31-Dec-2013 22-Nov-2013 30-Sep-2013 3 962,317 98,731 74,153 74,153 - 1,988,808 - % 7.71% 3.73% 159,743 602.41 544.02 46.42 41.92 0.00 0.00 12.4500 11.24   19.26%   39.59% 30-Sep-2013 10.48 1.74 22.58 0.84 4.43% 0.00% 22-Nov-2013 9.95 1.65 21.43 0.80 4.67% 0.00%
31-Dec-2013 27-Aug-2013 30-Jun-2013 2 893,145 93,133 62,175 62,175 - 1,921,396 - % 6.96% 3.24% 159,056 561.53 504.92 39.09 35.15 0.00 0.00 12.0800 10.86   15.74%   8.35% 28-Jun-2013 9.15 1.63 23.41 0.76 4.27% 0.00% 27-Aug-2013 9.72 1.73 24.87 0.80 4.02% 0.00%
31-Dec-2013 17-May-2013 31-Mar-2013 1 862,077 78,742 53,720 53,720 - 1,893,292 - % 6.23% 2.84% 158,700 543.21 487.36 33.85 30.37 0.00 0.00 11.9300 10.70   21.93%   1.27% 29-Mar-2013 8.39 1.54 24.79 0.70 4.03% 0.00% 17-May-2013 9.50 1.75 28.06 0.80 3.56% 0.00%
31-Dec-2012 22-Feb-2013 31-Dec-2012 4 849,755 64,926 44,057 44,057 10,191 1,818,723 23.13% 5.18% 2.42% 156,786 541.98 480.39 28.10 24.91 6.50 5.76 11.6000 10.28   -17.06%   32.43% 31-Dec-2012 7.05 1.30 25.09 0.61 3.99% 0.92% 22-Feb-2013 7.60 1.40 27.05 0.66 3.70% 0.86%
31-Dec-2012 23-Nov-2012 30-Sep-2012 3 786,593 71,927 53,121 53,121 - 1,786,383 - % 6.75% 2.97% 156,837 501.53 444.68 33.87 30.03 0.00 0.00 11.3900 10.10   -7.43%   18.43% 28-Sep-2012 6.20 1.24 18.31 0.54 5.46% 0.00% 23-Nov-2012 7.69 1.53 22.70 0.68 4.40% 0.00%
31-Dec-2012 17-Aug-2012 30-Jun-2012 2 771,757 84,234 57,383 57,383 - 1,744,806 - % 7.44% 3.29% 156,484 493.18 436.29 36.67 32.44 0.00 0.00 11.1500 9.86   8.18%   38.88% 29-Jun-2012 5.04 1.02 13.74 0.45 7.28% 0.00% 17-Aug-2012 6.37 1.29 17.37 0.57 5.76% 0.00%
31-Dec-2012 24-Sep-2020 31-Mar-2020 1 739,494 76,692 53,044 53,044 - 1,688,332 - % 7.17% 3.14% 156,471 472.60 418.06 33.90 29.99 0.00 0.00 10.7900 9.54   59.44%   20.02% 30-Mar-2012 4.70 0.99 13.86 0.44 7.21% 0.00% 24-May-2012 4.54 0.96 13.39 0.42 7.47% 0.00%
31-Dec-2011 24-Feb-2012 31-Dec-2011 4 736,515 50,746 33,268 33,268 8,096 1,372,592 24.34% 4.52% 2.42% 154,223 477.56 416.37 21.57 18.81 5.25 4.58 8.9000 7.76   -25.83%   -20.32% 30-Dec-2011 4.75 0.99 22.02 0.53 4.54% 1.11% 24-Feb-2012 4.98 1.04 23.09 0.56 4.33% 1.05%
31-Dec-2011 18-Nov-2011 30-Sep-2011 3 687,309 70,287 44,853 44,853 - 1,231,240 - % 6.53% 3.64% 153,905 446.58 388.55 29.15 25.36 0.00 0.00 8.0000 6.96   8.56%   29.38% 30-Sep-2011 4.51 1.01 15.48 0.56 6.46% 0.00% 18-Nov-2011 4.55 1.02 15.61 0.57 6.41% 0.00%
31-Dec-2011 16-Aug-2011 30-Jun-2011 2 674,450 61,384 41,318 41,318 - 1,230,847 - % 6.13% 3.36% 153,855 438.36 381.28 26.85 23.36 0.00 0.00 8.0000 6.96   -6.51%   39.58% 30-Jun-2011 5.01 1.14 18.66 0.63 5.36% 0.00% 16-Aug-2011 4.70 1.07 17.50 0.59 5.71% 0.00%
31-Dec-2011 18-May-2011 31-Mar-2011 1 653,390 66,374 44,197 44,197 - 1,231,174 - % 6.76% 3.59% 153,896 424.56 369.38 28.72 24.99 0.00 0.00 8.0000 6.96   5.85%   90.69% 31-Mar-2011 4.86 1.14 16.92 0.61 5.91% 0.00% 18-May-2011 5.10 1.20 17.76 0.64 5.63% 0.00%
31-Dec-2010 25-Feb-2011 31-Dec-2010 4 663,795 61,815 41,754 41,754 5,384 1,260,004 12.90% 6.29% 3.31% 153,846 431.47 375.26 27.14 23.60 3.50 3.04 8.1900 7.12   20.44%   -30.63% 30-Dec-2010 4.49 1.04 16.54 0.55 6.04% 0.78% 25-Feb-2011 5.02 1.16 18.50 0.61 5.41% 0.70%
31-Dec-2010 24-Nov-2010 30-Sep-2010 3 607,049 50,379 34,667 34,667 - 1,214,037 - % 5.71% 2.86% 153,870 394.52 343.18 22.53 19.60 0.00 0.00 7.8900 6.86   17.11%   49.87% 30-Sep-2010 4.18 1.06 18.55 0.53 5.39% 0.00% 24-Nov-2010 4.09 1.04 18.15 0.52 5.51% 0.00%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


Analyze this stock with MQ Trader system
  5 people like this.
 
Junichiro I think traditional insurance industry is more resilient. If u say travel insurance, ppl can just click. But not many ppl buy travel insurance. If u buy life insurance, medical insurance .., u need somebody to explain to you personally.
24/10/2020 2:17 PM
RainT yes and in case any bad things happen

we hope have human service to follow up

but of course that come with higher premium

if all use tech insurance, think premium will be lower as save on the commission given to agent
28/04/2020 6:28 PM
pinnaclegrade any reason why Allianz is a better choice compared to Takaful?
Takaful seem to have higher dividend yield but Allianz is stronger fundamentally.
30/04/2020 12:09 PM
SilverHawk Allianz : 100 years Super Brand MNC
Takaful : Local GLC
02/05/2020 12:09 AM
pinnaclegrade @Silverhawk but, Takaful is currently undervalued vs Allianz slightly above fair price (over valued)
20/10/2020 1:11 AM
kywoo If you follow Berkshire Hathaway general insurence quarterly result, you will note they make higher profit from motor insurance business because of less travel,thus less accidents, thus less motor claims and thus better profit margin. As Allianz is market leader in motor insurance business in Malaysia, it will benefit from better profit from their insurence becausr of lesser claims. March,April and May will be good months Like it or not, you have to insure for vehicles even if you travel less
03/05/2020 2:33 PM
limyuwei u might as well as buy LPI then, pure GI.
05/05/2020 11:20 AM
kywoo LPI is just in general insurence. Allianz is in both general and life insurance. In fact, life insurence is far more profitable. In the long run, LPI will lose out to Allianz in terms of growth in premium collection and profitability.
06/05/2020 10:31 AM
karimboss Great Eastern 1Q earnings plunge 90% to S$33.9m

https://www.theedgemarkets.com/article/great-eastern-1q-earnings-plunge-90-s339m
06/05/2020 1:47 PM
RedEagle The Board of Directors of MBSB has recommended a Single-Tier Final Dividend of 3.0 sen net per Ordinary Share for the financial year ended 31 December 2019 ("Proposed Dividend").

Based on the total number of ordinary shares issued of 6,713,401,615 as at 31 December 2019, the Proposed Dividend payable would be approximately RM201.4 million.

The Board of Directors has determined that the option to reinvest via the Dividend Reinvestment Plan ("DRP") shall apply to the entire portion of the Proposed Dividend. The approval for the Proposed Dividend will be sought at the coming Annual General Meeting.

Under DRP, shareholders will have the following options in respect of the electable portion:-

(a) elect to exercise the option and thereby reinvest the entire electable portion (or a part thereof) at the issue price of the new MBSB shares ("DRP Price") and to receive cash for the remaining portion of the dividend (in the event that only part of the electable portion is reinvested); or

(b) elect not to exercise the option to reinvest and thereby receive their entire dividend entitlement wholly in cash.

There will be no brokerage fees and other related transaction costs payable by shareholders on the new MBSB shares allotted pursuant to the DRP.

The Books Closure date in respect of the Proposed Dividend will be announced after the Annual General Meeting.

This announcement is dated 6 May 2020.
06/05/2020 6:44 PM
pinnaclegrade what do you guys think about the Conversion of Preference Shares for Allianz?
08/05/2020 3:46 PM
kywoo If i am not wrong, there is no time limit for conversion of the preference shares to ordinary shares. The only disadvantages of the preference shares are minimal i.e no voting rights and highly unmarketable. If one intend to stay put on investing in the company because it is a good investment, then it is better not to convert at all. The dividend for the preference shares is much higher than the ordinary shares. Hence with the higher payout, why go for a lower one.
09/05/2020 3:35 AM
pinnaclegrade Guess it is not a concern for long term investment, unless one wants liquidity
10/05/2020 6:50 PM
Ex7121 I just swap my ordinary to preference the other day, when both are having similar prices
16/05/2020 4:17 PM
liegelord always love this
20/05/2020 10:00 AM
RainT TAKAFUL is Islam market potential

ALLIANZ good fundamental for long term
23/05/2020 5:28 PM
SilverHawk I send this group the gift 15.10 ^_^
Back to 15 level after 3 month 。。。
05/06/2020 2:42 PM
kywoo A good counter will stand all the volatility of the stock market. Allianz was pushed down to 11.30 in march. Within two and half months it goes back to above 15.00. This is a really good company with strong fundamentals and growth potential. If you have this stock, just keep it for long term investment and see the capital appreciation over time. Another Nestle in the making.
05/06/2020 8:26 PM
pinnaclegrade Allianz seems to be taking their time releasing their QR report
10/06/2020 11:30 PM
Coffin Dance koyak liao, just 1/2 month March in MCO, the damage so significant.....cilaka, other finance stocks & insurance need to lari cepat-cepat
16/06/2020 5:33 PM
Ex7121 No biz is spared unless you are in the biz of gloves and face masks. Oh, one more line stands do benefit, politics.
16/06/2020 9:00 PM
RainT slow and steady
18/06/2020 6:55 PM
LA777 Yes, most defensive stock in bursa.
18/06/2020 8:32 PM
lls9988 Post removed. Why?
20/06/2020 2:46 PM
aarontan1987 sell sell sell sell
02/07/2020 7:25 PM
Ex7121 Run for your life...
03/08/2020 11:57 AM
Flapxi I would argue that the recent price weakness is prefect opportunity to accumulate! Do your research properly

https://www.finews.asia/finance/32433-allianz-shows-resilience-in-asia-pacific-amid-crisis-h1-2020

https://www.insurancebusinessmag.com/asia/news/breaking-news/allianz-asia-results-remain-mostly-intact-for-first-half-230048.aspx

https://www.allianz.com/content/dam/onemarketing/azcom/Allianz_com/investor-relations/en/results/2020-2q/en-interim-report-2q-2020.pdf
10/10/2020 5:24 PM
RainT during MCO , all companies report drop in profit or make loss

but ALLIANZ is report highest profit ever !!!!

well done management team ALLIANZ
27/08/2020 5:26 PM
chtan33 Allianz is EPS champion in bursa..
27/08/2020 7:37 PM
Flapxi Told you so? ;) Doing proper research is not difficult. All the info is there if you bother to read what I’ve posted 2 weeks ago!
27/08/2020 9:15 PM
observatory Basic EPS is 94.82 sen (diluted EPS 48.45 sen) versus 66.57 sen (33.99 sen) a year ago. On appearance a 42% increase is an extraordinary result.

However, the consolidated P&L shows that there is a fair value gain of RM368 million (versus FV gain RM128 million a year ago). This is probably contributed by the fixed income investment due to lower interest rate.

Part B Note 1.3 also mentions higher PBT for the general insurance segment is mainly due to lower motor claims ratio during MCO period. This is likely to be a one-time effect too. Claim ratio in Q2 is 54.5% versus 61.1% a year ago.

But it is still good result. Gross earned premium at RM1,228 million is higher than a year ago, although slightly lower than RM1,306 million in Q1.
28/08/2020 12:57 AM
charlietan89 aarontan1987 sell sell sell sell. AMEN!
28/08/2020 1:02 AM
SilverHawk SuperBrand MNC, never disappoint us ^_^
28/08/2020 9:25 AM
myinvesting Q2 2020 analyst briefing report
https://www.allianz.com.my/documents/144671/936560/AMB+Analyst+Briefing+2020Q2.pdf/5383c4bb-f58c-4ce2-953e-2235496c9309
28/08/2020 11:23 AM
LA777 This is for long term investment.
28/08/2020 2:27 PM
myinvesting Maybank Investment TP RM16.75

Strong investment gains in 2Q20

Twin engines support growth Allianz’s 1H20 results were above our expectations, due largely to strong investment gains, though topline growth was marginally better than expected as well. Forecasts are maintained for now pending its analyst briefing but as it stands, Allianz is one of the best managed insurance companies in the industry and the twin exposure to both life and general
insurance is very much complementary. BUY maintained with an unchanged SOTP-derived TP of MYR16.75.

Above expectations

Allianz reported a 2Q20 net profit of MYR168m (+43% YoY, +111% QoQ) leading to a 1H20 net profit of MYR247m (+14% YoY). The results were significantly above our expectations at 58% of our full-year forecast, supported mainly by strong MTM investment gains, given the decline in
bond yields during the quarter. Topline nevertheless did surprise positively as well, with growth in the gross written premiums of both the life and general insurance businesses, despite the Mandatory Control Order (MCO).
28/08/2020 10:09 PM
observatory @ kywoo, I read you comment on 23/03/2020. You mentioned "Thirdly, on conversion to ordinary shares you will get conversion rate of less than 1 to 1 basis."

I've tried to figure out the ICPS conversion ratio. The Annual Report of 2019 seems to imply conversion ratio is 1 to 1. It said "During the financial year, the Company increased its ordinary shares to 176,887,639 by the issuance of 199,200 ordinary shares pursuant to the conversion of 199,200 ICPS"

However, according to the circular below, Clause 4.10 (B) in page 9 states "that number of new AMB share(s) that holder of each ICPS is entitled to receive .... shall be multipled with the following formula:- revised number of AMB share/ original number of AMB share".

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=2950250

Do you refer to this formula? I have no idea what it is talking about. If you do can you explain? Is there any cost involved in conversion?

Clause 4.10 (A) also mentions the tenure is perpetual. So I think you're right that there is no time limit for conversion (unless it's forced conversion during winding up/liquidation).

That brings me to another question. 23 millions ICPS have been converted since 2011. Why did ICPS holders want to convert to ordinary shares?

Did it have to do with price? I note in certain years ICPS price tended to transact at a discount but at other years at a premium.

Or ease of selling? But that only make sense for large quantity selling. For a small quanitty, selling the ICPS directly in the illiquid market may still be faster than waiting for conversion into ordinary shares.

Any thought on that?
31/08/2020 3:30 PM
Felicity Could be due to price or sometimes the ICPS is less tradable. It should be 1 to 1 ratio. The reason that it was created could he because of shareholding conditions imposed on foreign held companies
31/08/2020 4:39 PM
myinvesting Conversion ratio is 1 to 1, ie. one(1) ICPS to one (1) ordinary. One of the reason for conversion is due to liquidity and low volume of ICPS as holding company of AMB is holding 85% and the rest are mainly hold by funds. Converting to ordinary shares - easier to sell.

The utmost benefit of holding ICPS - it entitles to 1.2x more dividend (or 20% more) than ordinary shareholders.

ICPS is very not liquid and low volume due to reasons abovementioned. So the price over the period may not be representative whereby it may not move along with ordinary shares immediately. Generally, it should be at premium due to 1.2x dividend entitlement given Allianz Malaysia is declaring increasing and good dividend in recent years with adopted dividend payout policy.
31/08/2020 4:54 PM
myinvesting kywoo, you are sharp and spotted the market trend, as evidenced in its Q2 QR. 64% topline of Allianz General is in motor business and stands to benefit from lower motor claims during MCO and even RMCO as many companies practice working from home nowadays, reduced traffics on the roads and less accidents (claims).

----------------------
kywoo If you follow Berkshire Hathaway general insurence quarterly result, you will note they make higher profit from motor insurance business because of less travel,thus less accidents, thus less motor claims and thus better profit margin. As Allianz is market leader in motor insurance business in Malaysia, it will benefit from better profit from their insurence becausr of lesser claims. March,April and May will be good months Like it or not, you have to insure for vehicles even if you travel less
03/05/2020 2:33 PM
31/08/2020 5:09 PM
observatory @Felicity, @myinvesting,
Thanks for your input.

According to this article, the ICPS was created to repay a loan extended by Allianz SE for an acquistion.
https://www.theedgemarkets.com/article/allianz-proposes-rights-issue-icps

I agree the ICPS should be at a premium given dividend is 1.2X. However the low liqudity works against it, especially if there are more ICPS sellers than buyers, who are mostly long term investors.

May be that explains the continous conversion over the years. But the ocnversion pace has slowed since 2019.
31/08/2020 6:51 PM
Jarklp Solid Q2 performance. Thanks for sharing the analyst briefing slides.

Slide 25 shows that investment income this year dropped by almost RM476m (as compared to 2019). The breakdown indicates that most of the investment loss is passed to their par and investment linked policyholders and not the shareholders, this explains why the life insurance business is doing fine despite much lower investment return as they are not taking excessive investment risks in their non-participating and shareholders' fund. Interesting to note that they also don't have the negative impact of lower interest rate. The asset/liability management must be very done. The main concern is life new premium dropped 46% in the second quarter from 167.8m to 90.8m due to MCO.

Their general insurance business is very stable, hope they continue to enjoy lower claim in 3Q as many still working from home.
02/09/2020 12:15 AM
myinvesting The unique of life insurance business is that there is large block of existing portfolio prodiving stable income in addition to new business which is to add on to the growth.
Lower new business during MCO mainly due to face to face restriction imposed by Bank Negara. Agents will catch up their new business as this is their bread and butter.
02/09/2020 8:10 AM
myinvesting From Allianz annual report, Allianz signed on as preferred partner for Pos Malaysia since Q4 2020. General insurance industry would know that Pos Malaysia is one of the major business sources for many general insurers given its large network of branches nationwide.
02/09/2020 9:25 AM
myinvesting KPJ and IHH hospital revenue have been dropping in last 2 quarters during MCO.
https://klse.i3investor.com/servlets/stk/fin/5878.jsp
https://klse.i3investor.com/servlets/stk/fin/5225.jsp

When the hospital business is getting lesser during pandemic and people avoid visiting hospitals / avoid seeking medical treatment during COVID-19 pandemic,
....on the other hand, it means lesser medical claims against the insurance companies, especially life insurance companies.

During pandemic, the positive effect on life insurance companies is lower medical claims. Generally, medical portfolio is the largest portfolio of most life insurance companies and usually claim ratio is also very high due to expensive medical + inflation.

Lower claims against insurance companies will give substantial savings and profits to insurance companies.

Allianz General will see better profit from its motor business (lower motor claims due to reduced traffics on the road) and Allianz Life will see better profit from its medical business (lower medical claims).
03/09/2020 11:33 PM
myinvesting Do you wonder why the insurance companies do not really suffer substantial medical claims despite pandemic?

It is because if the policyholder is a confirmed COVID-19 case, he/she needs to admit to the designated government hospital instead of private hospital, and essentially the costs are borne by the government hospitals.

Cost to insurance companies is just RM50 or RM100 per day for hospitalised to government hospital.

Secondly, the number of cases in Malaysia is not that high and under control I would say.
03/09/2020 11:48 PM
limyuwei https://www.facebook.com/klevin.hen/posts/10220371012562871
27/09/2020 5:37 PM
Pinky AmInvestment initiate coverage terus go up?
01/10/2020 3:48 PM
Alfonso Alliance insurance agent all very lanai wan, always show off their BMW or Mercedes to prove that they earned slot! Pui!
10/10/2020 4:35 PM
Pinky U mean NPG GROUP lol
10/10/2020 6:54 PM