tag:blogger.com,1999:blog-28838839.post7868773375385992561..comments2024-03-28T20:38:41.305+08:00Comments on 市場先生自語: 太保具增長潛力市場先生http://www.blogger.com/profile/16233063454441287643noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-28838839.post-16800897597656741872010-05-21T17:07:39.494+08:002010-05-21T17:07:39.494+08:00回應fans: 內含價值盈利相當於扣除精算假設變動影響以及融資影響的內含價值增長金額.回應fans: 內含價值盈利相當於扣除精算假設變動影響以及融資影響的內含價值增長金額.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-42115725691587625022010-05-21T17:05:28.085+08:002010-05-21T17:05:28.085+08:00回應Mat: 同意計算ROEV應用整體EV earning, 計算新業務的邊際利潤率才用NBV.
...回應Mat: 同意計算ROEV應用整體EV earning, 計算新業務的邊際利潤率才用NBV.<br /><br />回應skm " 絕對認同首選是平保.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-85538694083526096222010-05-13T13:41:56.517+08:002010-05-13T13:41:56.517+08:00Hi,
I have a question on the ROEV of CPIC. I thi...Hi, <br /><br />I have a question on the ROEV of CPIC. I think you mentioned before that ROEV or previously called 另類ROE is calculated as follows.<br /><br />另類ROE = NB / 平均EV<br /><br />That is, <br />ROEV <br />= 5,000 / (42769/2+98371/2)<br />= 5.94% (Same as the figure posted)<br /><br />But, this ratio is just reflecting the Value of New Business (VONB) per each Embedded Value (EV). It does not reflect any return on the EV. <br /><br />Take an extreme or a hypothesis case as an example. Let's say the investment and the mortality experience of an insurance company are both performing very well. However, the insurance company decided to stop any new business for whatever reason, then the ratio of 另類ROE would become zero despite that both investment and mortality experience are outperforming?<br /><br />So my question is whether this ratio should be called ROEV?<br /><br />Cheers,<br />MatMatnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-15648448165919774262010-05-13T10:38:22.057+08:002010-05-13T10:38:22.057+08:00請問如何計算每股內含價值盈利?請問如何計算每股內含價值盈利?fansnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-90930441928779596022010-05-11T23:09:44.734+08:002010-05-11T23:09:44.734+08:00可恨資金唔多呀!首選仍係平保。可恨資金唔多呀!首選仍係平保。skmhttps://www.blogger.com/profile/02666746977022466057noreply@blogger.com