PINS VS AAIC

K.R · 26 Re: PINS VS AAIC Tue Jan 04, 2022 9:44 pm

K.R

Manager - Equity Analytics

Posts : 262
Join date : 2021-10-26

cseguide wrote:

K.R wrote:https://island.lk/peoples-insurance-enters-medical-insurance-market-with-the-most-comprehensive-medical-insurance-cover-available-in-sri-lanka/

Are they coming to Life insurance market ?

earlier there was a restriction that general insurance and life insurance should not carried out by one institution. According to my knowledge this law was recently changed and now they can do both general and life insurance. Better somebody with insurance sector confirm this.

AAIC moved from 30's to 70s very short period of time, will there be a similar journey for PINS?
What will be the fair value of PINS?

Biggy · 27 Re: PINS VS AAIC Tue Jan 04, 2022 10:00 pm

Biggy

Senior Equity Analytic

Posts : 73
Join date : 2021-11-17

AAIC . . There's a rumour of a private place to be made when the price reaches 100/- + a JV for SHL with Adani India .. RUMOR ... + AAIC projected future EPS next 3 years is 6.6 , 8.0 & 10.0 according to the last Life Insurance Report . PINS price will adjust according to EPS .

cheetah · 28 Re: PINS VS AAIC Tue Jan 04, 2022 10:20 pm

cheetah

Manager - Equity Analytics

Posts : 155
Join date : 2016-11-22

Next move PINS and JINS

ErangaDS · 29 Re: PINS VS AAIC Tue Jan 04, 2022 11:35 pm

ErangaDS

Senior Manager - Equity Analytics

Posts : 380
Join date : 2020-05-18

AAIC 11(PER)
JINS 13
COOP 15
LGIL. 20

-PINS-
9months EPS - 4.16 (last 4Q - 5.40)
PER 6.8

*PINS is trading at a deep discount to its peers, share price should adjusted to 9+ PER going forward.

“Low liquidity factor will decide the ultimate destination for PINS”

K.R · 30 Re: PINS VS AAIC Wed Jan 05, 2022 5:23 pm

K.R

Manager - Equity Analytics

Posts : 262
Join date : 2021-10-26

People's Insurance
PINS.N0000
Share Price 7 Day 1 Year
40.2 19.3% 46.2%

Investor sentiment improved over the past week

After last week's 19% share price gain to LK₨40.20, the stock trades at a trailing P/E ratio of 7.4x.

Average trailing P/E is 11x in the Insurance industry in Sri Lanka.

Total returns to shareholders of 161% over the past three years.

Ekanayake90 · 31 Re: PINS VS AAIC Wed Jan 05, 2022 9:07 pm

Ekanayake90

Manager - Equity Analytics

Posts : 188
Equity Stars : 1948
Reputation : 12
Join date : 2020-01-27

Most efficient insurance company & lowest claim ratio in the industry, highest dividend payout in the industry. Pins should trade much better PE valuations than CSE industry average.

ErangaDS · 32 Re: PINS VS AAIC Mon Jan 10, 2022 6:37 am

ErangaDS

Senior Manager - Equity Analytics

Posts : 380
Equity Stars : 2032
Reputation : 8
Join date : 2020-05-18
Age : 33

When it comes to PINS , we should forcus on total return. (Capital + Dividend )
Interms of capital gain " PINS trading at 50% discount to the peer avarage in the industry.
Interms of dividend " @ currant prices of 40's dividend yeild is around 8% , where as Bank FD will give you 5-6% return.

LHW · 33 Re: PINS VS AAIC Wed Jan 12, 2022 9:36 pm

LHW

Manager - Equity Analytics

Posts : 103
Equity Stars : 1680
Reputation : 0
Join date : 2020-07-04

‘’Sri Lanka reimposed MANDATORY INBOUND VISITOR’S INSURANCE SCHEME (MIVIS) for all travellers from 1st January 2022”

COVID INSURANCE COVERAGE: SUM INSURED USD 50,000 PREMIUM FOR 30 DAYS: USD 12 PER PERSON
EXTENSION FOR EACH 30-DAY PERIOD (UP TO 60 DAYS): USD 6

Ekanayake90 · 34 Re: PINS VS AAIC Thu Jan 13, 2022 8:01 am

Ekanayake90

Manager - Equity Analytics

Posts : 188
Equity Stars : 1948
Reputation : 12
Join date : 2020-01-27

Most of the tourist destinations in Asia has increased Covid 19 quarantine restrictions recently. This is a very good decision by the government.

*Suddenly PINS is a Dollar income earner & beneficiary of rupee depreciation*
PINS shareholders stay tight, it will be a long journey.

@LHW If you can please share the Sources - Links. Thank you

Swissinvest · 35 Re: PINS VS AAIC Thu Jan 13, 2022 9:49 am

Swissinvest

Manager - Equity Analytics

Posts : 291
Equity Stars : 1922
Reputation : 8
Join date : 2020-08-11

As per rumors AAIC private placement with AmbaniGroup is speculated to be announced soon. Hence this may have triggered the recent run for AAIC and SCAP.

K.R · 36 Re: PINS VS AAIC Thu Jan 13, 2022 12:01 pm

K.R

Manager - Equity Analytics

Posts : 262
Equity Stars : 1377
Reputation : 1
Join date : 2021-10-26

Could you please elaborate how the covid 19 tourist insurance effect on performance of pins & the reflection on the share price.

Ekanayake90 · 37 Re: PINS VS AAIC Thu Jan 13, 2022 10:02 pm

Ekanayake90

Manager - Equity Analytics

Posts : 188
Equity Stars : 1948
Reputation : 12
Join date : 2020-01-27

The government is targeting 2.3MN tourists this year, if we can come close to that number, then it will added $25-27Mn to the top line of PINS (Rs 5.5Bn aprox) . This will doubled the GWP of the company.

PINS is undervalued even without the Covid insurance scheme when compare with other listed companies the insurance industry. PINS trading at a PE 8.2 where as insurance industry PE 14.1.
“Now add Covid insurance numbers & factor a scenario where possible devaluation of the rupee

”

LHW · 38 Re: PINS VS AAIC Fri Jan 14, 2022 1:43 pm

LHW

Manager - Equity Analytics

Posts : 103
Equity Stars : 1680
Reputation : 0
Join date : 2020-07-04

Ekanayake90 wrote:Most of the tourist destinations in Asia has increased Covid 19 quarantine restrictions recently. This is a very good decision by the government.

*Suddenly PINS is a Dollar income earner & beneficiary of rupee depreciation*
PINS shareholders stay tight, it will be a long journey.

@LHW If you can please share the Sources - Links. Thank you

Please refer the new thread.

Anushka Perz · 39 Re: PINS VS AAIC Tue Aug 23, 2022 11:10 am

Anushka Perz

Senior Equity Analytic

Posts : 52
Equity Stars : 1084
Reputation : 1
Join date : 2022-01-03

K.R wrote:People's Insurance
PINS.N0000
Share Price 7 Day 1 Year
40.2 19.3% 46.2%

Investor sentiment improved over the past week

After last week's 19% share price gain to LK₨40.20, the stock trades at a trailing P/E ratio of 7.4x.

Average trailing P/E is 11x in the Insurance industry in Sri Lanka.

Total returns to shareholders of 161% over the past three years.

ANOTHER GEM WAITING..

Ekanayake90 · 40 Re: PINS VS AAIC Wed Aug 24, 2022 8:13 am

Ekanayake90

Manager - Equity Analytics

Posts : 188
Equity Stars : 1948
Reputation : 12
Join date : 2020-01-27

Gap has widened with these two last few months . AAIC is showing an strong comeback , now its time for PINS to get back to the business.

K.R · 41 Re: PINS VS AAIC Sun Sep 04, 2022 10:15 am

K.R

Manager - Equity Analytics

Posts : 262
Equity Stars : 1377
Reputation : 1
Join date : 2021-10-26

https://lankacnews.com/imf-%e0%b6%b4%e0%b7%85%e0%b6%b8%e0%b7%94-%e0%b6%ab%e0%b6%ba-%e0%b7%80%e0%b7%8f%e0%b6%bb%e0%b7%92%e0%b6%ba%e0%b6%9a-%e0%b6%b8%e0%b7%92%e0%b6%bd%e0%b7%92%e0%b6%ba%e0%b6%b1-350%e0%b6%ba%e0%b7%92/

ජාත්‍යන්තර මුල්‍ය අරමුදලෙන් ‍ශ‍්‍රී ලංකාවට ලබාදෙන ණය මුදලේ පළමු වාරිකය ලබා ගැනීම සඳහා රාජ්‍ය ආයතන 39 ප්රතිව්යුහගත කළ යුතු බව වාර්තා වෙයි.

PINS will launched soon

K.R · 42 Re: PINS VS AAIC Thu Dec 29, 2022 5:23 pm

K.R

Manager - Equity Analytics

Posts : 262
Equity Stars : 1377
Reputation : 1
Join date : 2021-10-26

Long waited Insurance rally has started

AAIC on the front seat, followed by JINS
* PINS should heat up with Privatization on the corner

reyaz · 43 Re: PINS VS AAIC Fri Dec 30, 2022 1:59 am

reyaz

Senior Manager - Equity Analytics

Posts : 499
Equity Stars : 5622
Reputation : 16
Join date : 2011-03-10
Age : 90

Inland revenue and utility bills have more than doubled. Would you bet that even rich people won't consider Surendering their policies within next 5 months?

ErangaDS · 44 Re: PINS VS AAIC Tue Feb 07, 2023 6:57 pm

ErangaDS

Senior Manager - Equity Analytics

Posts : 380
Equity Stars : 2032
Reputation : 8
Join date : 2020-05-18
Age : 33

AAIC_

PER 17.6X
PBV 4.3X
DY 2.2X

ErangaDS · 45 Re: PINS VS AAIC Thu Feb 16, 2023 2:32 pm

ErangaDS

Senior Manager - Equity Analytics

Posts : 380
Equity Stars : 2032
Reputation : 8
Join date : 2020-05-18
Age : 33

ErangaDS wrote:AAIC_

PER 17.6X
PBV 4.3X
DY 2.2X

Sponsored content

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Latest topics

PINS VS AAIC

26 Re: PINS VS AAIC Tue Jan 04, 2022 9:44 pm

K.R

27 Re: PINS VS AAIC Tue Jan 04, 2022 10:00 pm

Biggy

28 Re: PINS VS AAIC Tue Jan 04, 2022 10:20 pm

cheetah

29 Re: PINS VS AAIC Tue Jan 04, 2022 11:35 pm

ErangaDS

30 Re: PINS VS AAIC Wed Jan 05, 2022 5:23 pm

K.R

31 Re: PINS VS AAIC Wed Jan 05, 2022 9:07 pm

Ekanayake90

32 Re: PINS VS AAIC Mon Jan 10, 2022 6:37 am

ErangaDS

33 Re: PINS VS AAIC Wed Jan 12, 2022 9:36 pm

LHW

34 Re: PINS VS AAIC Thu Jan 13, 2022 8:01 am

Ekanayake90

35 Re: PINS VS AAIC Thu Jan 13, 2022 9:49 am

Swissinvest

36 Re: PINS VS AAIC Thu Jan 13, 2022 12:01 pm

K.R

37 Re: PINS VS AAIC Thu Jan 13, 2022 10:02 pm

Ekanayake90

38 Re: PINS VS AAIC Fri Jan 14, 2022 1:43 pm

LHW

39 Re: PINS VS AAIC Tue Aug 23, 2022 11:10 am

Anushka Perz

40 Re: PINS VS AAIC Wed Aug 24, 2022 8:13 am

Ekanayake90

41 Re: PINS VS AAIC Sun Sep 04, 2022 10:15 am

K.R

42 Re: PINS VS AAIC Thu Dec 29, 2022 5:23 pm

K.R

43 Re: PINS VS AAIC Fri Dec 30, 2022 1:59 am

reyaz

44 Re: PINS VS AAIC Tue Feb 07, 2023 6:57 pm

ErangaDS

45 Re: PINS VS AAIC Thu Feb 16, 2023 2:32 pm

ErangaDS

46 Re: PINS VS AAIC

Sponsored content

New topics