Tuesday, July 21, 2009

MNRB Holdings Berhad



I bought MNRB at 3.10 today. Q below tak dapat, but i believe this company is worth holding. Currently trading below NTA value, somemore always paying to its shareholders a good dividend.Net profit also improving qoq. Have to admit im still new with insurance industry but im expecting a good return for this stock. The only thing i dislike about this counter is due to its coma state or low volume. other than that, 完璧!

Looks whats grahamsun opinion about this ctr.

grahamsmun
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« Reply #45 on: May 11, 2009, 09:24:25 AM »
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Not very familiar with this reinsurance industry !
MNRB use to be a blue chip of the insurance company
in Msia (only 2 reinsurance co in msia).
Still registering losses but the compamy balance sheet
quite solvent.NTA Rm 3.9 still a discount to share
price Rm 3.10.Insurance industry affected by poor
investment return.Going fwd the underwritting margin
had improve due to risk adverse !Investment
in securities & bond will also improve.The drawback is
the safe money like deposits giving low return.

Medium term I am positive with MNRB.


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