Point 4 & 6 seem contradictory?
(4) Embedded value (not required to be disclosed by Malaysia’s life insurers) may be eliminated under IFRS17.
(6) Affin also assumes a 20% reduction in the Allianz Malaysia's estimated EV of RM3 billion.

If EV is eliminated, why Affin assumes 20% reduction of EV?? I am confused

Previously @limyuwei gave us a detailed explanation on IFRS17 impact on Allianz.. Hopefully he/she is here to enlighten

Hi Scchin how you calculate ah?

Actually what's the background of Dato Syed (Executive Chairman of Master)? In the Annual Report, it seems to be no info. at all about the management team...

Hi, may I know who is the solar customer of masterpack? Where to get the info?

Can you elaborate more @wsb_investor? If bond % high, how to manage that normally?

May I know, normally for fund managers like those in big company such as ALLIANZ, etc. how to survive in bond market as the interest % is fluctuating? I am sure they've some ways to protect themselves?

I presume diluted earning per share is more meaningful

EPF dumps takaful and buy Allianz.. Wondering what happened... Interesting.

hi wsb_investor, I tot insurers are not allowed to increase the premium price, as to reduce the burden of customers? Please correct me if I am wrong..

Wondering the impact of higher claim in post-pandemic era on insurer such as Allianz....

wow, u always buy at the lowest price, my dear auditor.. U r awesome

Ic auditor, may I know how u earn from ALLIANZ?
U bought since when?

Hi auditorandconsultant, allianz vs. tunepro, which one better?

Hi Newtrader1989, ya the CEO wanna retire I guess. Meanwhile, you meant the management team sell their shares (since last year) even the company fundamental is strong?

Ask Tan Kang Seng (IR of DPIH) organizes more talk.. Then the share will move.. It is their strategy what all this time

Well, if company fundamentally strong, why both CEO and CFO keep selling? Interesting....

CEO jump ships, what happen?

I think unfair to equate 3A with Theta la... Theta lose money share also can go up...

This CEO & his management team keep on dumping share.. I really dun like to c this happens

Who is Desmond Choong? What position is he holding in Allianz?

construction based business in Malaysia, in terms of accounting, is really hard to judge... Well, not to say they're doing fake accounting, but the tendency of doing fake accounting is relatively high.. They can boast all sort of projects in hand (how many billions, etc..), but in reality, how many $ is real profit? Well, this is open question and anybody with construction/accounting background, please feel free to comment.....

Back to Cypark, ya, prospect is good, solar business (oh well, trending industry ma, good prospect, so-called). Cash Flow "might" become positive once IPP business is back, etc. Again, let's hope for the best..

Perhaps this kind of industry is new in Malaysia. Anyway, if you'll manage to find a similar company like Cypark (outside Malaysia) that can do very well in solar power generation, please feel free to share.

How come auditorandconsultant keep on promoting allianz ge?

Kinda miss the moment when @limyuwei lectures us on insurance business le.. Hope to see him/her again in this forum..

Interestingly, Allianz CEO said the opposite, tough for general insurance but slightly better for Life: "Meanwhile, commenting on its life insurance segment, Zakri says the company has been able to see some growth in this area as sales are also motivated by how secure people feel. “People who still have money are buying life insurance, and we are getting sales from here. Not fantastic but good enough as people are still purchasing life insurance,” he says."

Details can be found here:
https://www.thestar.com.my/business/business-news/2021/07/31/tough-times-ahead-for-insurance-if-nothing-improves

Rubbish F&B counter like hwatai can move so fast... Just wondering what has happened in market

This father and son pair have been promoting their company since May I think.. After that, the share price goes up..Their IR, Mr Tan Kang Seng once condemned those companies that gave bonus issue one ma (ask investors do not fall onto this trap), some more say bonus issue got nothing to do with the fundamental of the company.

Now what happens?? The old tactic is used again, active in social media + bonus issue..

See how importance is publicity. MD and his son just appear in a few live shows and present their company's future plan (not yet materialized), then got bunch of peoples will buy their shares no matter how high is the company's current valuation. Really respect this bunch of noobs.

Kinda puzzled. Rubbish stock also got people buy...

Can anyone explain why bonus issue can move up the share price?

strange, Mr Teo buy on 28th and sell on 30th... Although the unit is not many, I am wondering why he did like that...

hi scchin58, what you meant by "Bye bye below 10m per Q earnings in future"?

talking abt sport car, I remembered the management team drives lamboghini during the first day of their listing in BURSA. Someone pls check...

https://www.facebook.com/pg/mtaggroup/photos/?ref=page_internal

If it is true, I think better do not touch this company

Thanks Klinnsman39. Mr Teo holds many counters.

Mr Teo has been buying since early 2020.. I wonder who is he, as he is not someone from the Management Board

All insurance companies are opened while Allianz offices are closed？ Any logic behind this?

In fact, I find no reason why should we buy this company at the moment, except for those who wishes to gamble around for earning quick bucks.

Guys, dun just buy coz. of bonus issue. It won't have any effect of the profitability of DPI business. Wake up please.

Ya, I respect COLDEYE, willing to invest even though cashflow negative for many years (FY2020 is the worst). This totally contradicts with his philosophy.

Most probably he knows something from the company. Otherwise, i dun think he will invest in such company. After all, considering his status, he must know lots of people, & might know some insider news from the company that ordinary peoples cannot access.

@ICONS23, As compared to 3A, I think GENETEC did right by having business in EV-related industry (pls correct me if I am wrong). Even it looks weaker in its financial, people still willing to buy no matter what.... This is market.

Hi Pinky, can you explain why OPR cut will affect Allianz?

CEO bought since RM 2++ few years ago, I think?

Hi, I knew it is an old news, but how you guys view the "insider-trading" activity of previous 3A management (MD & his daughter)?

It is still too early to say cypark = serbadk. However, the worrying part is delay construction project, delayed WTE, debt repayment, poor cash flow, diluted EPS (PP) etc. These are all the risks that investors would consider, apart from the beautiful picture ahead once the plants are completed.

KYY, u seu pei la.. Don't give this kind of misleading PE ratio to mislead new investors AGAIN..

All of us know steel counters are cyclical stock and looking at PE alone is = suicide. You should know this as you are so long at stock market already & yet you still wanna confuse people with low PE = good buying oppurtunity.

Your intention is very clear--> Wanna let other people to chase high so that you can dump your shares to them.. You're already 80++, come one. do more charity works and stop confusing peoples.

actually dividend reinvestment plan is doing no good for investors. It will even dilute your EPS.. Unless the company can use your dividend to drive the growth. Otherwise, better take cash la (if they give dividend this year la)...

Issue more bonds to get cash so that can pay dividends???? so good the Board of Directors.

Personally speaking, MTAG business is too much dependent on ATAIMS. Seems like MTAG has no bargaining power at all in passing the rising material cost back to its customers. And, if you look at ATAIMS balance sheet, it has not settled the payment of many of its suppliers (ballooning trade payable). And in fact, the cash flow of ATAIMS is bit problematic.. My personally feeling....

I think Mr Teo's lowest cost is around RM 0.7xx. It is rather interesting to see him stoking up his % holding since 2020.

consider the volume transacted, I believe it is top 10 shareholders.

What if: DEUTSCHE TRUSTEES MALAYSIA BERHAD FOR EASTSPRING INVESTMENTS
SMALL-CAP FUND

strange, start selling after lunch hour in Malaysia.. Maybe foreign fund as they dispose share in their morning time :-)