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Show Notes
Tune Ins Holdings Bhd CEO Peter Miller discusses:
- IPO - lukewarm market -- election jitters - whether misgivings - issues;
- Institutional ownership - details;
- IPO proceeds - 'strategic investments' - details - valuations - prospects;
- Dividend payout ratio - visibility;
- Online: strategy;
- Conventional: strategy;
- Managing differing insurance 'ethos’ - reconciling;
- Chances of disposing conventional division - future;
- Geographical segmentation - three-year outlook;
- If/when the acquisitions are made, which areas first - importance of culture and fit;
- Claims ratios - benign: low-single digits - Reasons - outlook;
- A&P strategy - spend - proportion;
- Distribtution - hotels - airplanes - tenures of partnership - exclusivity - issues;
- Dependence on AirAsia as a potential challenge;
- Malindo as a rival airline and therefore a potential competitor;
- General competition - issues;
- Margins - outlook;
- Whether forecasts achievable -- expected CAGR going forward.
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