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

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

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

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

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

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

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

https://www.theedgemarkets.com/article/malaysia-said-set-2023-cutoff-f...

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

AIA 283m is in USD.

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

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

Some in force...

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

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

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

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

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

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

Thailand will abolish Thai Pass on 1st July

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

gold 1900 already

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

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

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

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

https://www.orientaldaily.com.my/news/nation/2022/01/15/462160

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

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

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

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

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

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

Probably ya

https://www.enanyang.my/%E8%A6%81%E9%97%BB/%E9%A6%96%E7%9B%B8%E5%87%8F...

https://www.thestar.com.my/business/business-news/2021/12/14/grab-hold...