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

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

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

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

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

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

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

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

Based on my...

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

To be...

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

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

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

Earlier someone commented that ALR financing threshold was 5%.

In today Gamud...

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

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

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

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

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

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

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

Your l...

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

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

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

I don't ...

What are the implications?

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

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

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

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

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

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

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

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

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

I just realized I missed an important point.

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

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

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

Based on ...

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

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

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

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

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

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

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

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

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

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

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

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

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

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