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3 days ago | Report Abuse
Another useful input from CIMB on the supply-demand dynamics in the glove sect...
3 days ago | Report Abuse
Extracted from several reports today:
Maybank:
1) Management has turned more b...
3 days ago | Report Abuse
With this ruling, motor insurance companies will automatically pick up the bil...
3 days ago | Report Abuse
"A landmark ruling by the Federal Court has held that victims of road acc...
4 days ago | Report Abuse
You can check the Circular to Shareholders published a few weeks ago.
4 days ago | Report Abuse
Assuming no hiccup, over 90% of proceeds will be distributed to shareholders w...
4 days ago | Report Abuse
The quarterly report mentions a decrease in sales volume by 28%.
Based on my...
1 week ago | Report Abuse
I attended the EGM. As expected, questions about ALR financing came up.
To be...
1 week ago | Report Abuse
Company continues to buyback shares, while insiders from CEO to Vincent Tan co...
1 week ago | Report Abuse
LPI has just released Q2 results. Its motor net claims incurred ratio for 2Q22...
2 weeks ago | Report Abuse
Annual reports showed that in 2013 the market cap reached RM4.2b. But PBT and ...
2 weeks ago | Report Abuse
Earlier someone commented that ALR financing threshold was 5%.
In today Gamud...
2 weeks ago | Report Abuse
Refer to Note 36.4.1(c) in the 2021 Annual Report:
"The Group is subject ...
2 weeks ago | Report Abuse
@dragon328, since we last spoke about Malayan Cement, the share price has decl...
2 weeks ago | Report Abuse
True. We've discussed this point before. However, usually the full valuation c...
3 weeks ago | Report Abuse
Why did you say GE donated in a smart way? Why can't other insurers copy its w...
3 weeks ago | Report Abuse
Back to the topic of foreign insurers being forced to dispose 30% stake/ donat...
3 weeks ago | Report Abuse
I see. It's quite counter intuitive. Normally when applying a low discount rat...
3 weeks ago | Report Abuse
@dragon328, thank you for sharing your thought. It's very educational.
Your l...
3 weeks ago | Report Abuse
I wasn't aware that there was a 70% cap on gearing. But it makes sense that re...
3 weeks ago | Report Abuse
Based on what I can find, quite a few public listed life insurers in this regi...
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 ...
3 weeks ago | Report Abuse
@dragon328, the case becomes much clearer now with your explanation. Yes, I ov...
4 weeks ago | Report Abuse
Additonoal information can be found in another document.
"Ofwat commissio...
4 weeks ago | Report Abuse
According to company websites, Northumbrian Water serves 2.7 million customers...
4 weeks ago | Report Abuse
After the collapase of UK Power Networks deal, KKR acquired a 25% stake in Nor...
4 weeks ago | Report Abuse
As shown in page 70-71 of the Yearbook, some of the GIs' combined ratios are q...
4 weeks ago | Report Abuse
@EVEBITDA, yes, according to the list of conditionality published last month, ...
4 weeks ago | Report Abuse
Meanwhile, the Minister has mentioned LDP and SPRINT "concession will be ...
4 weeks ago | Report Abuse
RAM also stated that "If it performs to the Issuer’s expectations, the Pr...
4 weeks ago | Report Abuse
In May RAM has assigned triple A rating to ALR's proposed Sukuk. As of yesterd...
1 month ago | Report Abuse
I just realized I missed an important point.
The projected FCFF of RM2,536m b...
1 month ago | Report Abuse
Refer to article below. The Work Minister said "For three highways [Kesas...
1 month ago | Report Abuse
Thank you for your explanation. Let me try to understand the logic.
Based on ...
1 month ago | Report Abuse
@EVEBITDA, good to hear from you.
Yes, the market is forward looking. BNM's s...
1 month ago | Report Abuse
After Affin's AmGeneral Insurance merges with Liberty Insurance, the combined ...
1 month ago | Report Abuse
Yeah, overlooked. So AIA Malaysia NBV is 4 to 5 times of Allianz, and still gr...
1 month ago | Report Abuse
If I understand correctly, it’s is like AIA sells more premium high margin pro...
1 month ago | Report Abuse
Talking about margin, based on Allianz Malaysia analyst presentation, the 2021...
1 month ago | Report Abuse
They are not comparable. You have to weigh the risk versus reward.
FD return i...
1 month ago | Report Abuse
@dragon328, yes, we've discussed about the UK regulatory asset being undervalu...
1 month ago | Report Abuse
Yeah you're right. Almost all of AIA ILP is classified under whole life, where...
1 month ago | Report Abuse
@dragon328, thanks for the explanation. I agree with you that given that the s...
1 month ago | Report Abuse
I see. There seems to be a lot more considerations than profit alone when insu...
1 month ago | Report Abuse
@dragon328, I once read that UK utilities in benefit from inflation as they ca...
1 month ago | Report Abuse
High end furniture chain RH slashed its 2022 revenue outlook.
https://www.cnbc...
1 month ago | Report Abuse
Am I right that from shareholders stand point, whether profits are recognized ...
1 month ago | Report Abuse
What do you mean by product design that is beneficial under IFRS17?
By benefi...
Stock: [HARTA]: HARTALEGA HOLDINGS BHD
3 days ago | Report Abuse
Truly long term investors will not be overly concerned. Long term doesn't mean...