Nvaocred's comment on ALLIANZ. All Comments

Nvaocred
1 Like · Reply
why q4 2020 eps only 14.8?
Ah Choon Wong
Add dividend pay, then you can get the earnings figure!
Like · 3 years · translate
Nvaocred
oic, why other companies eps no need to extra add up dividend like this?
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Ah Choon Wong
Different way of reporting......ok one!
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Nvaocred
oic, really different from others, thanks for ur info ya!
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Nvaocred
Ah Choon Wong, how do you evaluate insurance stock?
Like · 3 years · translate
Ah Choon Wong
Nvaocred......insurance companies premiun when collected , apart from paying to insure customers, the extra money will be Invest in Bonds and stock market, so it’s earnings very much depends on the bond market interest and share market fluctuations, when market is rising during it’s quarterly report period, normally it’s results will be better or else is the other way round.
Timing of buying and selling have to observe market fluctuations.
you can also calculate it’s 4 quarters trailing roic and compare with it’s p/e, if roic is very much higher than the current p/e, then can consider buying slowly. For now the revenue is keep growing but earnings decreased because of fair value loss in investment, and price keep coming down, if the Malaysian share market have a turnaround of going up in the later half of the year , then at this price or a bit lower, then consider buying and wait until year end window dressing.
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1 Like · 3 years · translate
Nvaocred
Thanks.... so the key word is roic ya?
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WH8786 N
Q4 results need to deduct dividend paid to allianz-pa , so Q4 result is always the lowest one
1 Like · 3 years · translate