tag:blogger.com,1999:blog-6729142433840719999.post4958603893525231258..comments2024-03-28T15:48:08.036+08:00Comments on 第一天投资理财日记: 5分钟看懂TAKAFUL (6139) Q1 2019季报第一天http://www.blogger.com/profile/04606562688559885619noreply@blogger.comBlogger23125tag:blogger.com,1999:blog-6729142433840719999.post-87483526315376588552020-04-03T00:41:42.951+08:002020-04-03T00:41:42.951+08:00别客气:)别客气:)第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-394281123843718252020-03-30T22:10:07.152+08:002020-03-30T22:10:07.152+08:00谢谢您的意见!谢谢您的意见!skhttps://www.blogger.com/profile/11207436770648294222noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-57785611138641009492020-03-27T09:12:08.653+08:002020-03-27T09:12:08.653+08:00一个季度影响不大的,要看长期是否会继续出现负数。一个季度影响不大的,要看长期是否会继续出现负数。第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-91848393444695529882020-03-22T15:19:15.165+08:002020-03-22T15:19:15.165+08:00天哥您好,可以请教您Takaful 4Q季报,持有现金下降,operating cash flow出...天哥您好,可以请教您Takaful 4Q季报,持有现金下降,operating cash flow出现负数,可以请问operating cash flow负数对于保险公司会有什么影响吗?还是我应该留意些什么吗?谢谢。skhttps://www.blogger.com/profile/11207436770648294222noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-62998911191089657192019-11-11T17:55:07.371+08:002019-11-11T17:55:07.371+08:00長久以來的作風。。。
http://www.bursamalaysia.com/market/li...長久以來的作風。。。<br /><br />http://www.bursamalaysia.com/market/listed-companies/company-announcements/#/?=&company=6139&category=GA&sub_category=GA1&alphabetical=All<br />Observerhttps://www.blogger.com/profile/14823546782316739406noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-46625073333968587262019-11-11T09:58:06.314+08:002019-11-11T09:58:06.314+08:00哦哦,反而没注意到哦。。哦哦,反而没注意到哦。。第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-43318565643109589062019-11-08T15:34:35.159+08:002019-11-08T15:34:35.159+08:00剛讀了RHB今天的報告。關於回教銀行:
Restructuring plan still on t...剛讀了RHB今天的報告。關於回教銀行:<br /><br />Restructuring plan still on the table. Based on our discussion with<br />management, BIMB’s restructuring plan is still ongoing. The plan has been<br />put forth to major shareholders and the regulators, and is pending the<br />necessary approvals. Management is targeting to complete the restructuring<br />by 3Q20.<br /><br />但不知可信度有多高。<br /><br />另外,不知天哥可否注意回教保險Takaful的管理層,拿到employee stocks便抛售,好像沒什麽信心。<br /><br /><br />Observerhttps://www.blogger.com/profile/14823546782316739406noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-4662140004832813692019-09-01T22:57:42.026+08:002019-09-01T22:57:42.026+08:00那么旧之前的恐怕不会有多少戏了XD那么旧之前的恐怕不会有多少戏了XD第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-77868679296921377662019-09-01T22:39:45.711+08:002019-09-01T22:39:45.711+08:00是舊聞了😄
不知還有沒有戯。天哥您的看法呢?是舊聞了😄<br /><br />不知還有沒有戯。天哥您的看法呢?Observerhttps://www.blogger.com/profile/14823546782316739406noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-17189679539397308452019-09-01T22:23:27.935+08:002019-09-01T22:23:27.935+08:00哦哦,原来是这个新闻,但是这个蛮久了哦。。哦哦,原来是这个新闻,但是这个蛮久了哦。。第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-89945587088590409152019-08-31T18:14:03.284+08:002019-08-31T18:14:03.284+08:00看回之前的報道,在2017年The Edge 是這樣寫的:
As it stands, the gr...看回之前的報道,在2017年The Edge 是這樣寫的:<br />As it stands, the group is currently reviewing its structure, which could include the transfer of the listing status to Bank Islam and a potential sale of BIMB’s 60% stake in insurer Syarikat Takaful Malaysia Bhd.<br /><br />來源:https://www.theedgemarkets.com/article/it-status-quo-bimb-%E2%80%94-now<br /><br />今年3月的報導:<br />In the meantime, though, all eyes are on BIMB’s anticipated restructuring exercise, which will involve Bank Islam taking over its listed status. The move is aimed at collapsing BIMB’s financial holding structure.<br /><br />According to Muazzam, there is likely to be an announcement on this in the second quarter. He declines to divulge more details, saying only that the group first has to address a shareholder debt. The Edge reported in late January that BIMB, controlled by Lembaga Tabung Haji, was seriously considering undertaking a private placement of new shares to raise funds to repay a shareholder debt of some RM800 million ahead of the restructuring.<br /><br />來源:https://www.theedgemarkets.com/article/bimb-still-expected-beat-its-peers<br /><br />不過暫時沒再讀到新消息。<br /><br />一般上分拆應該會釋放價值。PNB旗下的官營公司Sime Derby集團便這麽做了。不過不曉得BIMB的管理層和Tabung Haji 的大股東怎麽想。<br /><br />Observerhttps://www.blogger.com/profile/14823546782316739406noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-1875797408364633792019-08-30T21:05:59.076+08:002019-08-30T21:05:59.076+08:00说真的,我觉得这个竞争多多少少都会有应影响的,需要持续观察。
BIMB是好的公司,我个人也蛮看好的...说真的,我觉得这个竞争多多少少都会有应影响的,需要持续观察。<br /><br />BIMB是好的公司,我个人也蛮看好的一家公司,但是。。分拆来说就没听过了。一般上如果你问我,我会选择增长潜能为主,估值没什么意义的。第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-5317599727007813652019-08-30T18:07:21.615+08:002019-08-30T18:07:21.615+08:00請問天哥如何看待來自FWD Takaful 的競爭?
此外天哥對母公司BIMB有什麽看法?每股BI...請問天哥如何看待來自FWD Takaful 的競爭?<br /><br />此外天哥對母公司BIMB有什麽看法?每股BIMB持有大馬回教保險0.3股。之前The Edge有提到BIMB可能會重組,讓回教銀行取代BIMB的上市地位,並分拆回教保險的股票給BIMB的股東。<br /><br />估價和增長潛能之間,天哥會如何取捨?Observerhttps://www.blogger.com/profile/14823546782316739406noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-32350347990199257722019-05-02T14:59:02.391+08:002019-05-02T14:59:02.391+08:00你说的的确是如此,目前真的有很多选择,不缺乏选择,缺乏的是资金 :)
不过坦白说,我对takafu...你说的的确是如此,目前真的有很多选择,不缺乏选择,缺乏的是资金 :)<br /><br />不过坦白说,我对takaful的盈利数据存有些许疑虑,有可能是因为它是回教金融的关系,也可能是管理层的策略,它的某些盈利数据让我不是很信服,而且股息又没跟上盈利的脚步,所以一直让我很犹豫。但是我又不想错过这个看起来好像很不错的公司,所以折衷方案,我只买少许,有赚心理爽,如果亏了也不怎么伤。<br /><br />小熊Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-34953806591189469682019-05-01T22:11:17.611+08:002019-05-01T22:11:17.611+08:00其实也不是突然增加啦,他持续增加了好多年了~。~。。
是的,etiqa听说也是要上市了。。其实也不是突然增加啦,他持续增加了好多年了~。~。。<br />是的,etiqa听说也是要上市了。。第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-80924773344924395412019-04-30T21:30:56.570+08:002019-04-30T21:30:56.570+08:00之前关注过保险股,知道马来人市场还很大。没想到突然业绩增加。接下来还有保险 Etiqa要上市吧
之前关注过保险股,知道马来人市场还很大。没想到突然业绩增加。接下来还有保险 Etiqa要上市吧<br />洋铭https://www.blogger.com/profile/17265607580929690949noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-73132708077707195342019-04-30T21:00:49.980+08:002019-04-30T21:00:49.980+08:00小熊
你说的很有道理,目前Takaful的PER也只有15,其实确实不算太贵
不过就失去YTD他的爆...小熊<br />你说的很有道理,目前Takaful的PER也只有15,其实确实不算太贵<br />不过就失去YTD他的爆发阶段,接下来几年应该就是稳定成长期了<br />如果正如天哥所说的,现在马股还有很多优秀股<br />考虑到目前经济和股市行情不是很好,我会比较青睐高息股和被低估的股票阿亦https://www.blogger.com/profile/00538883477948146894noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-59209419987224980442019-04-30T20:04:14.308+08:002019-04-30T20:04:14.308+08:00别客气,我只是分享我看到的东西,赚到钱的话是你的本事:)别客气,我只是分享我看到的东西,赚到钱的话是你的本事:)第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-57766508079153670362019-04-30T19:11:14.706+08:002019-04-30T19:11:14.706+08:00感激天哥之前的介绍,才注意到这只好股��感激天哥之前的介绍,才注意到这只好股��Stefanhttps://www.blogger.com/profile/00728520522409930054noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-12436742241756960962019-04-30T18:42:07.888+08:002019-04-30T18:42:07.888+08:00这样也是有道理,如果觉得未来还可以走,那么稍微贵少许还是值得博的。这样也是有道理,如果觉得未来还可以走,那么稍微贵少许还是值得博的。第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-5686472396490200782019-04-30T12:16:46.226+08:002019-04-30T12:16:46.226+08:00其实好的公司很少有很好的买进机会,有那个机会的时候很可能是危机时刻,可能也不敢买,不必太在意是否已经...其实好的公司很少有很好的买进机会,有那个机会的时候很可能是危机时刻,可能也不敢买,不必太在意是否已经错过好价格,重点是现在的价格是否还合理。<br /><br />我个人觉得这个公司如果在财报里面能看到的都可信,接下来的2-3年内它还有很长的路要走,或许在金融股里面这个公司会是最让人期待它接下来的表现的一个公司,目前的价位属于稍微偏高的合理价,如果对前景有信心,还是可以买进的,前提是对前景有没有信心?<br /><br />小熊Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-47723467162021650062019-04-30T10:45:21.555+08:002019-04-30T10:45:21.555+08:00嗯嗯,错过这只,还有其他的嘛,不用担心的 😊嗯嗯,错过这只,还有其他的嘛,不用担心的 😊第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-54370540414437627582019-04-29T09:51:21.417+08:002019-04-29T09:51:21.417+08:00他的ROE接近30%真的很棒
马股很少找到这么高ROE的公司
可惜以前没有认真关注这个股,错过就是错...他的ROE接近30%真的很棒<br />马股很少找到这么高ROE的公司<br />可惜以前没有认真关注这个股,错过就是错过了~阿亦https://www.blogger.com/profile/00538883477948146894noreply@blogger.com