wsb_investor

wsb_investor | Joined since 2021-06-04

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1 week ago | Report Abuse

Exclude one off fair value impact, interest rate hike is good for insurance in...

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2 weeks ago | Report Abuse

In 2011, ING Malaysia, with TEV of 952mil USD, VNB of 48mil USD, sold to AIA a...

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2 weeks ago | Report Abuse

GE donated the 2bil in a smart way, that's why you don't see a P/L impact of -...

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3 weeks ago | Report Abuse

If you only looking at ILP, then yes is discounted with risk free rate, but if...

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3 weeks ago | Report Abuse

AIA/Prudential/Tokio Marine/Zurich might force to IPO/local JV/donation. For s...

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3 weeks ago | Report Abuse

Embedded Value for Allianz Life as at 31 December 2021 was at the range of RM3...

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3 weeks ago | Report Abuse

The Group do not provide forecast/estimates for financial results. It is obser...

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3 weeks ago | Report Abuse

Not very familiar with GI business, but AmG/Liberty or AXA/Generali, only AXA ...

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3 weeks ago | Report Abuse

AIA 283m is in USD.

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3 weeks ago | Report Abuse

AIA uses TEV basis (more aggressive assumptions), Allianz uses MCEV basis. Als...

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4 weeks ago | Report Abuse

Yes you are right. Not sure how those data are being compiled.

Some in force...

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1 month ago | Report Abuse

Dont think the classification of whole life/endowment is very straight forward...

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1 month ago | Report Abuse

In general IFRS17 will make profit emerging more stable and less volatile, but...

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1 month ago | Report Abuse

There are products that might appear to be loss making under IFRS17 reporting ...

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1 month ago | Report Abuse

There are many ways to present results nicely under IFRS17 due to the principl...

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1 month ago | Report Abuse

Not interested on Sean, but the CFO lineup is really interesting. Did some che...

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1 month ago | Report Abuse

The new CFO is an actuary with very strong technical skill and involved in IFR...

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1 month ago | Report Abuse

Thailand will abolish Thai Pass on 1st July

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2 months ago | Report Abuse

AirAsia X Bhd (AAX) has reported a net profit of RM33.62 billion for the third...

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2 months ago | Report Abuse

Q4 always come with great promotion for all insurers to hit their kpi + Q1 is ...

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2 months ago | Report Abuse

Q1 always a slow period for insurance sales, with exception of Q1 2021 due to ...

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2022-03-19 21:03 | Report Abuse

The cloud thing is nothing. BNM has restriction that financial institutions ca...

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2022-03-11 19:04 | Report Abuse

Just received a survey from Tuneprotect on the motor insurance. Seems like the...

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2022-03-08 17:13 | Report Abuse

AIA and Prudential last more than 100 years in Malaysia, survived the Japanese...

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2022-03-07 23:38 | Report Abuse

US life insurers mostly are annuities (more towards saving/investment type of ...

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2022-03-01 17:55 | Report Abuse

There are personal insurance and group insurance. Group insurance is like, Tun...

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2022-02-27 18:08 | Report Abuse

From the presentation, travel premium in FY2021 = 101mil, 93% mix in middle ea...

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2022-02-27 15:09 | Report Abuse

Tunepro reliance on Air Asia has been reduced significantly is solely just bec...

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2022-02-26 22:51 | Report Abuse

Tunepro is just selling dream la. Rohit's previous plan was to focus on he...

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2022-02-23 18:50 | Report Abuse

why need to care if equity is higher or not? equity higher = lower future prof...

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2022-02-23 17:58 | Report Abuse

EV is EV, IFRS is IFRS, unrelated. Equity (under IFRS) will change, but will n...

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2022-02-23 10:04 | Report Abuse

Just PV of EV profit, with a defined earned rate and discount rate (assumption...

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2022-02-23 09:24 | Report Abuse

Up to Q3 2021, the NBV margin is 44%, but in Q4 2021 itself, NBV margin drops ...

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2022-02-23 09:13 | Report Abuse

In slide 21, ANP increased 32.9% but in slide 23, ANP increased 29.2%. NBV inc...

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2022-02-18 09:04 | Report Abuse

gold 1900 already

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2022-02-06 20:26 | Report Abuse

Media reports in India have projected LIC's (India's largest insurer) ...

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2022-01-19 14:27 | Report Abuse

GI will play the long term game, if accumulated floor insurance is a loss (aft...

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2022-01-19 11:22 | Report Abuse

PIAM is deliberating a proposal to make it compulsory for motorists to have su...

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2022-01-19 09:19 | Report Abuse

Which analyst is that? Yup, Malaysia typically just underinsured.

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2022-01-14 10:29 | Report Abuse

The current dividend yield is ~4.7%, so with ICP u getting ~0.9% more, assume ...

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2022-01-13 23:22 | Report Abuse

the gap is never more than 1%, even if you sell after dividend, pocket the add...

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2022-01-10 20:58 | Report Abuse

Insurance market is not difficult yet, Malaysia still in honeymoon phase (for ...

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2021-12-31 21:00 | Report Abuse

definitely will have provision. can expect Allianz to have a much lower profit...

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2021-12-30 11:51 | Report Abuse

there can be multiple reinsurance arrangements. for flood, very likely the arr...

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2021-12-22 14:57 | Report Abuse

1. Not that many people purchase flood add-on
2. There is reinsurance/retakafu...

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