value_invest

value_invest | Joined since 2015-07-26

Investing Experience -
Risk Profile -

Followers

3

Following

2

Blog Posts

0

Threads

1,147

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
1,147
Past 30 days
2
Past 7 days
0
Today
0

User Comments
Stock

2019-01-28 12:21 | Report Abuse

Fitch upgrade MNRB financial is a confirmation of MNRB's strong financial position. Islamic insurance Takaful stock is moving recently.... MNRB will follow soon...

Stock

2019-01-16 16:25 | Report Abuse

For warrant, the longest expiry date 2027 the better... Good to consider WB...

Stock

2019-01-16 08:55 | Report Abuse

Ya, MRCB-WB is good to consider now...

Stock

2018-12-31 10:57 | Report Abuse

The price show that big buyers keep accumulating MRCB for past weeks... KEEP in eye.. ACCUMULATING>>>

Stock

2018-12-28 23:23 | Report Abuse

In order to meet BNM's new requirement, the RI of RM400mil by MNRB was due to recapitalisation exercise of MNRB Holdings Berhad, according to PNB chairmen during the press today. MNRB will be performing well moving ahead.

Stock

2018-12-28 11:12 | Report Abuse

Receiving RM2.4bil from GOV, it is obviuos that MRCB is now in a strong & clean balance sheet to tender for ALL gov jobs in future.

Stock

2018-12-28 10:16 | Report Abuse

Many investors are looking at the stock, they are waiting to buy at bottom... The selling recently is due to fund manager's re allocation which is over now. Fundamentally the stock is so strong. MNRB is performing well according to the PNB CEO.. Accumulating all the time...

Stock

2018-12-26 08:56 | Report Abuse

GOOD TIME TO SLOWLY ACCUMULATE>>>>

Stock

2018-12-26 08:56 | Report Abuse

NO WORRY.... TIME TO SLOWLY ACCUMULATE>>>

Stock

2018-12-21 21:52 | Report Abuse

RI of RM400mil by MNRB was due to recapitalisation exercise of MNRB Holdings Berhad, according to PNB chairmen during the press today. MNRB will be performing well moving ahead.

Stock

2018-12-21 21:48 | Report Abuse

MNRB is performing better according to the CEO

Stock

2018-12-21 10:16 | Report Abuse

The selling seem to be over..U can see buying coming in even DJ drop 400pts..

Stock

2018-12-21 10:15 | Report Abuse

The selling seem to be over..U can see buying coming in even DJ drop 400pts..

Stock

2018-12-21 10:14 | Report Abuse

Very positive moving forwards for MRCB after RM2.4bil in total. Low gearing, interest savings, highest order book of RM20bil.... Accumulating...

Stock

2018-12-21 10:10 | Report Abuse

Fundamentally is very strong. I can see the selling and re allocation of portfolio is over now. Accumulating....

Stock

2018-12-20 17:23 | Report Abuse

As u see in the past, MNRB tend to give out more than 50% earning as dividend. Amanah unit trust is major shareholder who need high dividend. When everything is on track, dividend policy will be here again,,, ...

Stock

2018-12-20 16:45 | Report Abuse

Another plus + is Zeti is chairmen of PNB now... Zeti is so reputable ...

Stock

2018-12-20 16:40 | Report Abuse

U can see most of the MNRB's shareholders are fund manager. i see the down trend and selling this month due to fund manager's portfolio re allocation... Once this is done, the selling is over..

Stock

2018-12-20 16:36 | Report Abuse

So, dont rule out the possibility of some M&A coming soon. Both Maybank's insurance arm and MNRB are both under PNB....

Stock

2018-12-20 16:34 | Report Abuse

The CEO of PNB & MNRB are still in the press and lauching events.. If there are scandal, i believe most of the scandal CEOs are fired ... MNRB is highly regulated by BNM...

Stock

2018-12-20 16:32 | Report Abuse

FYI, around 40 -50 % of MNRB's asset is in GOV bond or securities. Just days ago, MNRB join hand with Maybank to launch Maybank2u account to for ASNB funds. Both MNRB and maybank are controlled by PNB... LOOK out for M&A under PNB's table..

Stock

2018-12-20 09:50 | Report Abuse

In this market condition, CASH IS KING, MRCB receives RM2.4bil in 2 months. This indicates MRCB's relatioship with new gov is super GOOD. I can see there are something big PLAN with the GOV moving forward.... PH gov wun easily give away huge money to MRCB...

Stock

2018-12-20 09:46 | Report Abuse

Every NEW gov sure have a STAR stock to stir the market. I am monitoring the market and searching for this star stock since change of GOV,,, I can see this is the STAR stock i m looking for....

Stock

2018-12-20 09:44 | Report Abuse

Will accumulate along the ways... MRCB-WB is also a very good bet... low entry, 10 yr, low exercise price...

Stock

2018-12-20 09:42 | Report Abuse

With the RM2.4bil received in 2 months, order book 30bil, the highest in malaysia history... Looking at fundamental and mid term. This stock will be STAR stock under this new Gov...

Stock

2018-12-19 23:41 | Report Abuse

This PH gov will not easily GIVE MRCB RM2.4bil in 2 months time.. NEW STAR STOCK ...

Stock

2018-12-19 23:40 | Report Abuse

In this market condition, CASH IS KING, MRCB receives RM1.07 bil, last month it also received RM1.34 bil, totaling RM2.4bil. This has reducing net gearing to almost zero, interesting saving almost RM150m p.a., thus increase earning. In addition, this has also indicated MRCB's relatioship with new gov is super GOOD. I can see that MRCB will be the STAR stock under this GOV, and has something big PLAN with the GOV moving forward. STRONG ACCUMULATING..

Stock

2018-12-14 15:59 | Report Abuse

After the right issue of RM400mil, which make up of about 60% of MNRB's current market capital of RM700mil...

Stock

2018-12-14 15:46 | Report Abuse

TH is not highly regulated by BMN, but insurance and bank are regulated by BNM,,,,That why we never see insurance and bank go burst or bankrupt in malaysia ...

Stock

2018-12-14 11:05 | Report Abuse

More than 40% of MNRB's insurance fund are invested in Gov bond.. and secured instruments,, Insurance company is highly regulated by BNM.

Stock

2018-12-13 14:19 | Report Abuse

Mrch just got RM1.3bil from Gov. It is waoiting for another RM1 bil coming in soon. Fundmentally, i see this stock is super good. Politically, it show that goodlink with PH gov...

Stock

2018-12-13 14:17 | Report Abuse

Good time to accumulate. Fund manager re allocation of portfolio this month is very common. This have led to some disposal of this stock this month. This is going to finish anytime... Accumulating....

Stock

2018-11-23 16:07 | Report Abuse

NO worry,,, Accumulate some on weak QR & price weakness.. Most bad news reflected..

Stock

2018-11-12 09:28 | Report Abuse

From the past dealing with Gov, MRCB is in good relationship with PH GOV. As a GLC, Fundamentally, it is very strong.

Stock

2018-11-09 21:00 | Report Abuse

Fundamentally, this stock will be very strong, it will be likely be another gaint...

Stock

2018-11-09 20:58 | Report Abuse

Even the news was announced on budget, the completion of the disposal will have material impact on earnings, so, if it is related to the disposal, it is very positive news.. Gearibg will drop by Rm1.0 bil + and cash increase also.. Another deal pending with gov is the Bukit Jalil land disposal worth RM1.1bil... Keep an eye on this stock.

Stock

2018-11-09 19:03 | Report Abuse

Very good news if it is disposal EDL, which will drastically lower the gearing. I can see the MRCB will be the next construction gaint under HP gov when the new project kick off coming year. U can see that the PH gov is favor MRCB in the LRT job.. By de gearing exercise, MRCB is expecting to turn into net cash company!!! In KLSE, where can u find a huge construction company like MRCB in net cash position. In the years moving forwards, MRCB will have financial muscle to tender any huge gov job, e.g. the tendering of giv land which was announced in budget. I m looking if MRCB will be the new STAR stock under the gov, every new gov sure have fewer star stocks...

Stock

2018-11-09 13:00 | Report Abuse

TECHNICAL IS JUST A REFERENCE FOR TRADING, FOR A STOCK WITH NO LIQUDITY, TECHNICAL ANALYSIS (TA) IS NOT SO APPLICABLE TO STOCK LIKE MNRB. FUNDAMENTALLY IS DEEPLY UNDERVALUE... EVERY WEAKNESS IS A BUYING OPPORTURNITY...

Stock

2018-11-07 14:46 | Report Abuse

Market is dynamic, there is investor with different opinoins, buyer & sellers. If there is no sellers, smart investors will not able to buy cheap. Always do your own research.. Infact, this stock is DEEPLY under valued and It is worth buying after my research, there seem so little selling volume for big investors to buy ... Maintain STRONG BUY.... BU

Stock

2018-10-28 11:54 | Report Abuse

Life insurance is more stable & low risk than general insurance. I think MNRB is the only Malaysia Reinsurace lisenced by BMN, if I m not wrong. Insurance industry in Malaysia is highly regulated, & stable business with constant dividend. I didn’t see any life insurance making bankrupt in Malaysia so far...

Stock

2018-10-26 10:01 | Report Abuse

As for the doubtful exp, i noticed that the management exp was in the book long long time ago, more than 10 yrs even before 1MDB, so i presume that this was nothing link to 1MDB. But, there is trending up of the management fees over the times from over 30+ mil to 60 mil per Quarter, can that be due to some political appointees or more spending by management??, it is too early to tell as we are still gathering more information to make finally decision..

Stock

2018-10-26 09:52 | Report Abuse

CharlesT___ I read some of your research and figures, that are very helpful and justified. As an investors, we must do research, NOT just listening to any "pasar talk"... All advises, buy or sell must be justified by facts and figures. In fact, We must also open our mind to listen to both side of opinion and advises, good or bad for our own research, including calvintaneng's "Doubtful exp" to assess if it is justified.. At the end, we can make an good investment decision.. THX

Stock

2018-10-25 20:31 | Report Abuse

TheGardener_ Thank your for your much details information and research, this is what we expect to see from your advise and justifications on your advise. This is helpful for me to make much better research & decision.. All your points are well noted. Thx

Stock

2018-10-25 20:29 | Report Abuse

Calvintaneng_ Thank for your comments, can your provide more detail information in the RM200mils doubtful exp for us to analyse? A good research is based facts & data to make investment...

Stock

2018-10-25 11:18 | Report Abuse

I m researching on MNRB now to make decision on this investment. I HOPE YOUR ADVISES AND JUSTIFICATIONS CAN HELP. THANK....

Stock

2018-10-25 11:17 | Report Abuse

coldinvestor_ i see you are advising strong BUY and will move above RM1.30 to RM1.50 soon. Do you mind sharing more information on your advises by justifications and information as to why it is STRONG BUY? This will help invertors here to make good decision base on your advise.

Stock

2018-10-25 11:13 | Report Abuse

calvintaneng_ I M happy to read comments and research here, i see you are advising strong sell in MNRB, Do you mind sharing more information on your recomendations by justifications and information as to Why below RM 1 is good selling? This will help invertors here to make good decision base on your advise.. THX