observatory

observatory | Joined since 2017-06-24

Investing Experience -
Risk Profile -

Followers

1

Following

1

Blog Posts

0

Threads

679

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
679
Past 30 days
36
Past 7 days
8
Today
0
User Comments
Stock

3 days ago | Report Abuse

Truly long term investors will not be overly concerned. Long term doesn't mean...

Stock

3 days ago | Report Abuse

Another useful input from CIMB on the supply-demand dynamics in the glove sect...

Stock

3 days ago | Report Abuse

Extracted from several reports today:
Maybank:
1) Management has turned more b...

Stock

3 days ago | Report Abuse

With this ruling, motor insurance companies will automatically pick up the bil...

Stock

3 days ago | Report Abuse

"A landmark ruling by the Federal Court has held that victims of road acc...

Stock

4 days ago | Report Abuse

You can check the Circular to Shareholders published a few weeks ago.

Stock

4 days ago | Report Abuse

Assuming no hiccup, over 90% of proceeds will be distributed to shareholders w...

Stock

4 days ago | Report Abuse

The quarterly report mentions a decrease in sales volume by 28%.

Based on my...

Stock

1 week ago | Report Abuse

I attended the EGM. As expected, questions about ALR financing came up.

To be...

Stock

1 week ago | Report Abuse

Company continues to buyback shares, while insiders from CEO to Vincent Tan co...

Stock

1 week ago | Report Abuse

LPI has just released Q2 results. Its motor net claims incurred ratio for 2Q22...

Stock

2 weeks ago | Report Abuse

Annual reports showed that in 2013 the market cap reached RM4.2b. But PBT and ...

Stock

2 weeks ago | Report Abuse

Earlier someone commented that ALR financing threshold was 5%.

In today Gamud...

Stock

2 weeks ago | Report Abuse

Refer to Note 36.4.1(c) in the 2021 Annual Report:
"The Group is subject ...

Stock

2 weeks ago | Report Abuse

@dragon328, since we last spoke about Malayan Cement, the share price has decl...

Stock

2 weeks ago | Report Abuse

True. We've discussed this point before. However, usually the full valuation c...

Stock

3 weeks ago | Report Abuse

Why did you say GE donated in a smart way? Why can't other insurers copy its w...

Stock

3 weeks ago | Report Abuse

Back to the topic of foreign insurers being forced to dispose 30% stake/ donat...

Stock

3 weeks ago | Report Abuse

I see. It's quite counter intuitive. Normally when applying a low discount rat...

Stock

3 weeks ago | Report Abuse

@dragon328, thank you for sharing your thought. It's very educational.

Your l...

Stock

3 weeks ago | Report Abuse

I wasn't aware that there was a 70% cap on gearing. But it makes sense that re...

Stock

3 weeks ago | Report Abuse

Based on what I can find, quite a few public listed life insurers in this regi...

Stock

3 weeks ago | Report Abuse

RM3.5b EV is quite close to RHB's and Am Bank's estimate of RM3.3b.

I don't ...

Stock

3 weeks ago | Report Abuse

What are the implications?

Stock

3 weeks ago | Report Abuse

@dragon328, the case becomes much clearer now with your explanation. Yes, I ov...

Stock

4 weeks ago | Report Abuse

Additonoal information can be found in another document.
"Ofwat commissio...

Stock

4 weeks ago | Report Abuse

According to company websites, Northumbrian Water serves 2.7 million customers...

Stock

4 weeks ago | Report Abuse

After the collapase of UK Power Networks deal, KKR acquired a 25% stake in Nor...

Stock

4 weeks ago | Report Abuse

As shown in page 70-71 of the Yearbook, some of the GIs' combined ratios are q...

Stock

4 weeks ago | Report Abuse

@EVEBITDA, yes, according to the list of conditionality published last month, ...

Stock

4 weeks ago | Report Abuse

Meanwhile, the Minister has mentioned LDP and SPRINT "concession will be ...

Stock

4 weeks ago | Report Abuse

RAM also stated that "If it performs to the Issuer’s expectations, the Pr...

Stock

4 weeks ago | Report Abuse

In May RAM has assigned triple A rating to ALR's proposed Sukuk. As of yesterd...

Stock

1 month ago | Report Abuse

I just realized I missed an important point.

The projected FCFF of RM2,536m b...

Stock

1 month ago | Report Abuse

Refer to article below. The Work Minister said "For three highways [Kesas...

Stock

1 month ago | Report Abuse

Thank you for your explanation. Let me try to understand the logic.

Based on ...

Stock

1 month ago | Report Abuse

@EVEBITDA, good to hear from you.
Yes, the market is forward looking. BNM's s...

Stock

1 month ago | Report Abuse

After Affin's AmGeneral Insurance merges with Liberty Insurance, the combined ...

Stock

1 month ago | Report Abuse

Yeah, overlooked. So AIA Malaysia NBV is 4 to 5 times of Allianz, and still gr...

Stock

1 month ago | Report Abuse

If I understand correctly, it’s is like AIA sells more premium high margin pro...

Stock

1 month ago | Report Abuse

Talking about margin, based on Allianz Malaysia analyst presentation, the 2021...

Stock

1 month ago | Report Abuse

They are not comparable. You have to weigh the risk versus reward.
FD return i...

Stock

1 month ago | Report Abuse

@dragon328, yes, we've discussed about the UK regulatory asset being undervalu...

Stock

1 month ago | Report Abuse

Yeah you're right. Almost all of AIA ILP is classified under whole life, where...

Stock

1 month ago | Report Abuse

@dragon328, thanks for the explanation. I agree with you that given that the s...

Stock

1 month ago | Report Abuse

I see. There seems to be a lot more considerations than profit alone when insu...

Stock

1 month ago | Report Abuse

@dragon328, I once read that UK utilities in benefit from inflation as they ca...

Stock

1 month ago | Report Abuse

High end furniture chain RH slashed its 2022 revenue outlook.
https://www.cnbc...

Stock

1 month ago | Report Abuse

Am I right that from shareholders stand point, whether profits are recognized ...

Stock

1 month ago | Report Abuse

What do you mean by product design that is beneficial under IFRS17?
By benefi...