Jaeden Kok's comment on TAKAFUL. All Comments

Jaeden Kok
8 Like · Reply
Highly monitoring on this takaful. Achieved so good results but drop.
Cris Go
这个我也hold很久了
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Remus AK
this year no dividend yet, will announce in Dec?
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Time and Space
Initiated position at 5.81, if drop every 10% will consider to average down.
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Kerwin Chng
waiting for 5.52 for long term
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William sin
为什么2019没有派息的?
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Time and Space
Kok, great support is at 5.51 to 5.15, I will average again of drop another 10%
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Desmond Mok
好奇为何没人看他的大投资者 BIMB?
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EE BING NG
为何会买股票的人是买大众银行不是买大众基金。如果你知道原因原理查不多一样。
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Jaeden Kok
Ok gd luck all. Can consider accumulate by batches bcoz i still dont see any reversal signal
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Time and Space
5.8 let go alr, min lost lesser than 1%, becuz suddenly saw a potential opportunity coming. Gather back my fund, but will still eye on this counter.
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Jaeden Kok
Come share ma sean what potential opportunities
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Ricardo Milos
if you want to buy can wait until closing time to buy, EPF likes to throw before closing .
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Time and Space
Kok, lately there is alot of readjustment of portfolio from oversea and big investor. The reaaon being USA stock market is too hot now, I am not sure how high it will go, but definitely the % of bearish is more higher than bullisg now.
As all of us know US market bullish, our KLCI didn't seems to move, but if bearish, our market will tend to drop more further. Especially O&G and technology counter. Lately all 2nd and 3rd line counter has increased, but the qr just within expectation.
If u ask...
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Time and Space
Ask me what counter, at the moment that is alot big counter price is coming back, Takaful is one of it, but with my min fund, I must choose the most potential counter, currently waiting it to happen, now I left teoseng in hand, others 3 counter just free ticket, eyeing on big counter u alr know which 1, and some of the technology counter.
Kok, i will update if any counter I go in, then u will know, let's us see Airasia tmr. I hope below 1.5 ~ 1.3
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2 Like · 1 year · translate
Jaeden Kok
Yes we know the big funds movie. That's why many ppl curious why good company with good fundamentals but share price drop. So its really a chance for value investors. AA im not interested la too many factors to influence the bis. I even help my parents to sell at 1.88 previously. Btw, what counter u meant i alrd know?
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Time and Space
Mainly blue chip now, like Maybank, Cimb, Bursa
I am also looking at Spsetia, UWC, Penta, Takaful, Gtronic and Inari
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Desmond Mok
I have cimb and bursa. Waiting for Maybank if drop below 8.48 and inari below 1.69.
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Time and Space
Cimb that time i miss the train, but nwm la, bursa aim to collect below 5.9
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Desmond Mok
Cimb I accumulate since last year now at higher price ....
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Jaeden Kok
Gt some reversal signal after declared dividend.
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Stefan Yap
@kok , What kind of signal u are talking about ?
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Time and Space
Cimb coming back, bro... See got change to catch below rm5 or not
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Jaeden Kok
Stefan, reversal signal, just a unconfirmed small rebound.
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Jaeden Kok
Lee sean, i entered cimb oredi..
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Jaeden Kok
Bauto no need to see liao, no show. Complete downtrend
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Jaeden Kok
U entered high? I watch fb live they went agm, bos said no show for upcoming year..
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yutaka tong
cars brand biz is just a short term trend. nowadays, no one buy lexus, volkwagen, Volvo, citroen. car biz will get absolute very fast. mercedes and bmw also going to outdated
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Derrick Lim
takaful uptrend is confirmed
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Jaeden Kok
Big funds pull back last min. Just for long term, im not playing contra. I buy it for my parents one haha.
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yutaka tong
cimb short term max back to 5.30 looking at the qr. not much money can be made short term.
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Jaeden Kok
Just hold for 10 years you'll see the fruit, keep more cash on hand and collect on dips.
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yutaka tong
buy at the lowest and keep it to hatch eggs. this is a sure win strategy.
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yutaka tong
overdiversify will dilute your bullet. my brother diversify to over 50 stocks. now majority become red
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yutaka tong
a lot of people buy in purposely to trade short term profit chasing high and not even consider the fundamental. in the end get caught and all bullet locked.
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Jaeden Kok
HHC, better dun chiong in all ur capital in one time, prepare more cash to enter by batches.
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EE BING NG
如果美国开始大跌也不知道会跌几久而大马也跟着大跌你们会选择
先丢票再买回呢,还是死守不放有钱就进场
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Jaeden Kok
通常跌不深的蓝筹不碰 分批买进的话 可进可退 有耐心有资金的最后会是赢家..
1 Like · 1 year · translate
Stefan Yap
@kok , when u mentioned reversal signal , u mean rebound ? ?
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Jaeden Kok
Yes, we can see it's forming support from downtrend and start to rebound.
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Ricardo Milos
希望takaful接下来的财报可以大赏分析员一巴掌。
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Jaeden Kok
今天观察了一整天大咖福都没有买进, 看明天走势如何了.
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Derrick Lim
@Ricardo 为什么这么说? 难道你不看好takaful?
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Cris Go
@derrick 他说是分析员, 现在全部分析员不看好Takaful除了RHB. 不过那些分析员在第二季之前已经说takaful不好了,早就被赏了两季巴掌
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Derrick Lim
takaful 现在的价位很值得投资了 就是等大咖几时要推上去
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Jaeden Kok
在等着黄金交叉 基金卖得很凶 我怕是假突破而已
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Ricardo Milos
多数分析员在投行压下价钱是放出不看好保险市场的报告 .就算是回教险也是一样。 我也是在等黄金交叉, 不过这个星期epf已经没卖了。 我买入的时候太早了,平均价6.3 . 账面亏损千多块 . 这样好的公司被这样搞,做了那么多功课还是被投行做了心里一度非常不平衡。
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Derrick Lim
@kok 差不多了 看他们玩什么把戏
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Ricardo Milos
更让我吐血的是,做了 takaful的功课后, 因为谷歌和fb的算法,FWD 的广告直接对我来个大轰炸。看了都火。看YouTube看到一半我直接粗话连骂。

cris ,我希望那些分析师全部被扇到鼻青脸肿。哈哈。
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Jaeden Kok
@Derrick 我还在考虑当中, 等着时机 先看稳. 宁可错过也不买错.
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Cris Go
@Ricardo 不是每个的,至少还有RHB看好. 不过好像听说IFRS17和Detariffication都会延迟,这对takaful更好,虽然说IFRS17是没有影响。我的平均价都拉高到5.5 了 不过水钱吃了很多. Takaful给点力。Hahaha
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EE BING NG
Ricardo . 我的YouTube被etoro淹没了。没有其他广告只有etoro。takaful 市场还很大全马只有4家回教保险公司报纸写的。回教徒买保险的目前还偏低而且如果做大了稳了还可以去中东呢成长性很高。保险公司的派发股息可以很高的如果takaful派发股息像LPI一样。那么它的PE高到18-20左右
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Ricardo Milos
刚开始我也是被 etoro 淹没,然后我死命report, 结果变成 game of sultan , zombie , 商业帝国, 叫我万岁爷, 现在变成 fwd , 因为takaful 的缘故,我直接report fwd 的广告
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Derrick Lim
买家都躲起来了 没有推动力
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Ming Kang Chai
Takaful值得观察
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Remus AK
will EPF stop selling once holding drop below 5% ?
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EE BING NG
below 5%是小小股东不用公布买卖。就算EPF买卖你也不会知道。
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Time and Space
Kok, 等着吗???????
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Cris Go
怎么看? 这个rhb对他们贡献不多 应该不大影响?
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Time and Space
个人认为等来临季度再看,MFRS16的关系,万一炸弹的话,当天收市前就有idea能不能进了
我之前5.71的票出了在5.8,情况不对
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EE BING NG
如果只是改变会计计算方式。生意一样上升下跌是好事。可以扫货
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Jaeden Kok
是的 Sean, 手上还没持有. 今天怎么下滑那么严重 是不是有什么负面消息
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Calvin Lee
宣布不做rhb bank的生意。
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EE BING NG
底气真大。很少听说不做大公司生意。
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Jaeden Kok
先要知道业务影响程度,当生意被影响要考虑清楚应不应该继续价值投资了
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Remus AK
RHB just downgraded Takaful target price from 8 to 5.30 ...!
apa ni, like kids play play like that
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Cris Go
RHB report say is RHB don’t wan partner with takaful. But news stated is takaful cancel partnership. Damn funny this RHB research
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William sin
为什么会有生意不做。奇怪。哈哈
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Derrick Lim
白痴takaful 马来人做生意没眼看
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Chai Voon Chong
can share the rhb research link?
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Cris Go
其实不能怪takaful不续约, RHB bancassurance 这两年的表现不如预期。所以他们才要去找其他银行合作像aeon credit
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Cris Go
Sorry @chai voon chong. Mine is RHB account. So far they haven’t share this research out
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Chai Voon Chong
OK no worry. than @Cris Go
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Chai Voon Chong
where is EPF ? should have buy more to support the company :)
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yutaka tong
takaful safety margin price is around 4.00.
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Ming Kang Chai
EPF also will analyse first before invest in any stock. Cannot always use citizen money to help not performing companies.
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Cris Go
True. But I think EPF ady buying. I saw few times support. From what I know, total banca contribution for takaful revenue is 50% and mainly contributor is Bank Rakyat, Bank Islam and Affin. RHB is around 15% out of all banca sale.
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1 Like · 1 year · translate
Cris Go
EPF not necessary to support the price. They aim for long term. So they will more willing to buy more at bottom instead of supporting the price
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Tham Shun ming
10% gone for half day.....wow
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Rina Ng SC
omg why.....
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Tham Shun ming
tis counter now no support ==....free fall?
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Time and Space
Morning I provided my own opinion, hope no one go in yet at this moment.
Let the case and market calm down 1st, you guys can trace back to end of 2018, compare the price with peak, price alr oncrease almost 100%, all is about forward PE.
Same with alot of technology counter, now market give alot good prospect for tech counter, therefore all PE >30, if stg happen, then drop back PE<20 still possible.
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林松辉
oh my god...................................
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Time and Space
Everyone becareful, today maybe just a technical rebound. Judge better if wan to enter.
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Hockie Tai
@sean how do u compare those tech company high PE and TAKAFUL now trading at 11+ PE ?
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Jaeden Kok
不同的行业不能拿来比较 Pe 的, takaful 的 pe 对比同行其实并没有说很便宜.
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Cris Go
Actually for finance service. We use Price to book instead of PE
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EE BING NG
than Bursa 给多少 P/B 呢。
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Time and Space
@Hockie, comment i place previously is only an example. Different sector got different PE from market. Ignore tech sector, only look at takaful chart. Given 2018 to 2019, the share price increase almost 100%, for only the company profit increase around 20%. No need complicated calculation, by seeing this you alr can know market has given forward PE value to the company when Takaful was at rm7. No doubt that moment market was very optimistic, has it own reason. True dat Takaful that time given...
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Time and Space
... Market very strong confident it will keep growing significantly. But with only a news, u can see what will happen for those company which PE alr forwarded.
I use tech as example is becuz nw market been giving tech sector more n more higher PE, investor need to think is that over optimistic or true great future prospect?

Only my opinion, could be wrong. Hope it helps.
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1 Like · 1 year · translate
Hockie Tai
@sean yes it makes sense. thx for sharing your thoughts.
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Chai Voon Chong
likely announce together with parent company, bimb for the result
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Kelvin Tiew
怎麼真的季報要出了?原本應該要1月左右出的季報?為甚麼會延遲呢?
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Kelvin Tiew
怎麼知道季報要出了呢?
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Jaeden Kok
业绩应该会不错的 看rhb结束的合约管理层会不会找到新的客户. 其实我觉得 allianz似乎更吸引人
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Kelvin Tiew
謝謝前輩指導
目前以被套住,想看看季報出來會不會回升,當做自己的投資記錄…
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Cris Go
是有点oversold. 不过还是看好他, 等看aeon credit的贡献有多少
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Pei Yap
ttpfl 。 个4
、 l j. i.11
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YangMing Kan
其实他可以2月才交季报,只是以往它都是1个月就出报告
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Kelvin Tiew
原來是這樣…
但還是有點擔心,畢竟比較晚出季報…
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Tham Shun ming
takaful my all time favourite counter.
2 Like · 1 year · translate