Posted by shpg22 > 2018-07-10 15:04 | Report Abuse

Its 3% not 0.03%. LPI has outperformed 99% of all the stocks listed in Bursa over the decade. 3% margin of safety is sufficient for such a track record.

Posted by Nicole Chow > 2018-07-10 17:52 | Report Abuse

What does it mean by margin of safety?

Posted by alanshu > 2018-08-24 11:37 | Report Abuse

waited it drop back to below 17.00

Posted by Lim Tek Wai > 2018-08-24 11:58 | Report Abuse

Best timing to invest now, buy more earn more hehehe

Posted by Nicole Chow > 2018-08-24 15:07 | Report Abuse

@lim tek wai ...why best timing to invest now? i thought best timing was few years ago...haha

Posted by V Investment Space > 2018-08-28 14:44 | Report Abuse

long term investment

Posted by Tigerbeer > 2018-09-26 09:24 | Report Abuse

What happened suddenly drop 20 cents?

Posted by Nicole Chow > 2018-09-27 12:24 | Report Abuse

cheers....it rose back d.....LPI is always like that....like an elephant !

Posted by Nicole Chow > 2018-10-01 09:58 | Report Abuse

LPI has been dormant for long ~~~

Posted by enigmatic > 2019-01-04 19:36 | Report Abuse

The comments section has also been dormant

Posted by Nicole Chow > 2019-01-06 09:31 | Report Abuse

haha....everyone disappeared d ~~

Posted by VivoPrince > 2019-01-16 22:37 | Report Abuse

Slowly rebounding in anticipation of CNY 2019's dividend.

Posted by Nicole Chow > 2019-01-17 14:32 | Report Abuse

Waiting for the financial reports......hoping it is a good one ~

Posted by Pang > 2019-01-17 21:30 | Report Abuse

Not up much, hope for good qtr too

Posted by Nicole Chow > 2019-01-18 14:27 | Report Abuse

Friday d, still no news of LPI

Posted by ZHYsuper > 2019-01-18 14:31 | Report Abuse

what news are you waiting for?

Posted by neverlose > 2019-01-18 17:35 | Report Abuse

when financial report coming out?

Posted by Nicole Chow > 2019-01-18 21:03 | Report Abuse

Luckily didnt come out today. Friday normally dont have good news.

Posted by VivoPrince > 2019-01-21 08:25 | Report Abuse

Not wanting to sound pessimistic but am only expecting a so-so piece of financial results considering the current challenging operating conditions ... hopefully, the dividend rate can be maintained like last year's.

Posted by LouiseS > 2019-01-26 17:41 | Report Abuse

The EPS is on decreasing trend, in last 5 years decreased by around 14.7%, the PE ratio is quite high, around 20, the ROE is 15%, dividend yield is 3.88%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_26.html

Posted by Nicole Chow > 2019-01-27 16:48 | Report Abuse

2016 got one off gain. Exclude that one off gain, 2016 result drop. 2017 result return to normal 2018 3Q accumulated flat. Result good or x depend on Q4.

Posted by shpg22 > 2019-01-29 17:33 | Report Abuse

Good result. FY18 dividend payout totaled at 68.0 cents, up 13% compared to FY17.
That translated to 4.1% DY at current price of 16.38. Buy at target price of 17.00. You only need to own 1 company share that is LPI. 99% of other company on BURSA will make you poorer for sure.

Posted by 3iii > 2019-01-29 17:39 | Report Abuse

Business is fine and growing organically.

Posted by 3iii > 2019-01-29 17:50 |

Post removed.Why?

Posted by 3iii > 2019-01-29 17:58 |

Post removed.Why?

Posted by 3iii > 2019-01-29 18:00 | Report Abuse

“For the 12 months period ended 31 December 2018, LPI registered an increase in its revenue by 2.9% to RM1,513.7 million from RM1,470.6 million recorded in previous corresponding period.

Its profit before tax increased marginally from RM403.7 million previously to RM406.0 million while net profit attributable to shareholders stood at RM314.0 million, a 0.1% increase from previous year of RM313.8 million.

Earnings per share of LPI for the year recorded 78.83 sen and net return on equity registered lower at 14.6% from 16.3% previously.

Posted by newbie8080 > 2019-01-29 18:08 | Report Abuse

Quite pricey at current PE=20.
Any comment?

Posted by 3iii > 2019-01-29 18:13 | Report Abuse

Trading at fair price.

Posted by Nicole Chow > 2019-01-29 21:06 | Report Abuse

shpg22 Absolutely agree with you!~~

Posted by shpg22 > 2019-01-29 21:09 | Report Abuse

LPI as Malaysia's Berkshire Hathaway should deserve a premium price. There aren't much quality company like LPI in Bursa. As I said before, you only need to own LPI in Bursa, the rest (99%) of other companies are listed to make investor poorer.

Posted by shpg22 > 2019-01-30 09:54 | Report Abuse

Despite this facts, 99% of retail investor would rather buy stock other than LPI.

Posted by pputeh > 2019-01-30 10:07 | Report Abuse

Can some sifu make a comparison between Aeon Credit and LPI. Much obliged and thanks

Posted by newbie8080 > 2019-01-30 10:15 | Report Abuse

@ shpg22

Berkshire Hathaway is an investment company different from LPI which is just an insurance company.
Bershire also do not declare dividends unlike LPI.

Totally different type of company.

Posted by newbie8080 > 2019-01-30 10:48 | Report Abuse

@ pputeh

Aeon credit is non bank financial institution offering small loans and credit card to consumers.
LPI is a insurance company.

Posted by shpg22 > 2019-01-30 11:03 | Report Abuse

BRK use GEICO (insurance company)'s float to invest in other companies. Similarly LPI, mostly on PBBANK. Anyway I m referring to its stock performance vs BRK.

Posted by Nicole Chow > 2019-02-12 09:54 | Report Abuse

any other counter as generous as LPI?

Posted by andersonleee > 2019-02-12 17:14 | Report Abuse

LPI is like pushing back to 17 soon.

Posted by Nicole Chow > 2019-02-12 20:13 | Report Abuse

Ex date 14.2.18....so expected will rise till tmr. Btw, when we will know the date and venue of LPI AGM this year?

Posted by newbie8080 > 2019-02-14 09:56 | Report Abuse

@ Nicole Chow

Refer to Bursa Malaysia website for announcement. The company normally announcement it 1 month before the AGM date and usually notice issued by end of February.

Posted by Fabien Extraordinaire > 2019-02-19 11:41 | Report Abuse

LPI is at fair valuation. 3x BV.

Posted by Nicole Chow > 2019-03-06 20:09 | Report Abuse

LPI keep dropping recently ~

Posted by tsc516 > 2019-03-07 00:06 | Report Abuse

Nicole chow, if not how you buy?

Posted by Nicole Chow > 2019-03-07 20:34 | Report Abuse

haha~~

Posted by SYWen > 2019-03-16 21:55 | Report Abuse

Hi guys, what was the door gift given in AGM in the past few years? just asking since I am going to the AGM

Posted by Nicole Chow > 2019-03-19 20:11 | Report Abuse

Yea....i am attending on 27 march as well ~

Posted by Nicole Chow > 2019-04-01 17:32 | Report Abuse

LPI keep going down recently ~

Posted by ongkkh > 2019-04-01 20:46 | Report Abuse

Takaful keep going up recently

Posted by Fabien Extraordinaire > 2019-04-02 15:18 | Report Abuse

Return on equity around 15% (not very high)
Return on tangible assets 8% (good)
Earnings not growing
Is PE 20x justifiable?

My personal view it's at FV. Unless they can grow their earnings at least matching the economy then PE expansion is possible, towards 25x.

Posted by Fabien Extraordinaire > 2019-04-03 09:45 | Report Abuse

assuming LPI can produce consistent 15% ROE every year. in other words compounds its book value 15% every year.

how much book value multiple should u pay for? is current multiple of 3x a fair value, overvalued or undervalued?

Posted by enigmatic > 2019-04-13 23:42 | Report Abuse

1 year low.Discount for a limited time only!