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Overview
Financial Highlight
HeadlinesBusiness Background Bimb Holdings is a Malaysia-based Islamic holding company that is principally engaged in providing financial products and services. The company is involved in Islamic business activities mainly through its investment in Shariah-compliant business entities. The company holds a 100% stake in Bank Islam Malaysia Berhad, which is the first Shariah-based bank in Malaysia and Southeast Asia. The company has a major stake in Syarikat Takaful Malaysia Berhad, which is an Islamic insurance provider. The company also has interests in venture capital, unit trusts, stock broking, offshore banking, and others.
  speakup https://themalaysianreserve.com/2024/03/16/pm-anwar-political-stability-transparent-policies-attract-foreign-investors/ Shame on u PMX! When PN was in power last time , u tried to topple PN through defection. Now u tell PN not to topple u for the sake of foreign investors 17/03/2024 4:49 PM  Mabel BIMB Full year 2023 earnings: EPS and revenues exceed analyst expectations Full year 2023 results: EPS: RM0.25 (up from RM0.23 in FY 2022). Revenue: RM2.28b (up 5.6% from FY 2022). Net income: RM553.1m (up 13% from FY 2022). Profit margin: 24% (up from 23% in FY 2022). The increase in margin was driven by higher revenue. Cost-to-income ratio: 60.9% (up from 59.8% in FY 2022). Non-performing loans: 0.94% (down from 1.27% in FY 2022). Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Banks industry in Malaysia. Meow 20/04/2024 10:55 AM  5354_ RM 2.43 is lowest in recent times. EPF keep collecting. Hard to collect lower. JT1601 When will it drop back to RM2.4. Want top up... 3 weeks ago 05/05/2024 11:21 AM Mabel Earlier this week, while every wang is looking at YTL Power, Mabel was quietly collecting BIMB. EPF has been selling BIMB like no body business. Who said Miss BIMB is not so sweet? Today Miss BIMB make a strong cum back with vengeance caring a strong GREEN FLAG!!!! To Our Success ! Meow Meow Meow 31/05/2024 5:44 PM Mabel Compare to Malaysia’s Top 3 Banks 1Q 2024 Results, BIMB is not doing too bad. Thanks to the constants stream of Pilgrims going to Makkah and Madinah. MBB Net Profit 2.48B EPS 20.63 sen QoQ +4.2% YoY +9.8% CIMB Net Profit 1.93B EPS 18.16 sen QoQ +12.9% YoY +17.7% PBB Net Profit 1.65B EPS 8.52 sen QoQ +2.35% YoY -3.54% BIMB Net Profit 0.13B EPS 5.7 sen QoQ +9.4% YoY +9.4% https://www.thestar.com.my/business/business-news/2024/05/21/bank-islam039s-net-profit-rises-to-rm12917mil-in-1q-on-higher-net-income 01/06/2024 1:40 PM Mabel Yes kong73! Looking back at the first half of 2024, bank stocks dominated the majority of the top 10 high-yield dividend stocks list. Among companies with a market capitalization exceeding RM5 billion, $BIMB(5258.MY)$ was the best-performing stock, with a dividend yield of over 8% and a year-to-date increase of over 14%. The three local banking giants, $RHBBANK(1066.MY)$, $MAYBANK(1155.MY)$, and $PBBANK(1295.MY)$, were also among the top performers, with dividend yields of 7.26%, 6.06%, and 4.73%, respectively. To Our Success ! Meow 27/06/2024 2:02 PM speakup https://www.straitstimes.com/singapore/cimb-customers-discover-zero-negative-account-balances-bank-says-core-systems-not-compromised 30/06/2024 9:50 PM LuckyWorldg 中期图表在经过一波窄幅震荡下行的下跌后现在了一波上涨，从上涨的细节看，上涨连续性好，承接性好，走势清淅规范，运行特征与BIMB是机构股的资金运行特征相同。是机构股配合机构资金运行的特征，同时也出现了明显的转势信号，整体图表非常漂亮完美，但是在局部调整的细节里发现有人在大量卖出，主要表现在3.15号/5.31号/6.21号都出现了拉尾盘的痕迹，而且3.15号成交量巨量增长。一般情况下出现这种拉尾盘的走势的主要目的是在接近收盘的时候用最少的资金把价格拉高。这样可以提高第二天卖出的价格。在尾盘拉升可以最少的资金拉升价格后就收盘了，不用承担未来的抛压。这是一个标准的拉尾盘出货手法。从发现多次拉尾盘的痕迹来判断当前有人在大量卖出的观点存在不足，今天继续复盘。3.15号拉尾盘资金7859.74万。3.16号全天成交额419.29万。5.31号拉尾盘资金226.6万，6.4号全天成交额396.64万。6.21号318.52万，6.24号全天成交额264.33万。从这些成交额来看，如果用拉尾盘出货的观点去分析，第二天的全天成交额都无法把拉盘资金出完。所以从这个角度看，当前的细节更多的是一种护盘行为概率会更高。有问题或合作PM @depths95 01/07/2024 3:09 PM Mabel Historically, biting down gold coins was common practice among traders for checking the authenticity of the metal. Genuine gold, being soft, would leave dents on the coins. However, the question of authenticity no longer applies in the Olympics, since the International Olympic Committee stopped awarding pure gold medals in 1912. As modern-day investors, it can be easy for us to get caught up in the day-to-day fluctuations of the stock market. The advent of the 24-hour news cycle, up-to-the-second trading platforms, and low-commission trading (or commission free in many instances) can make your head spin and make matters worse in many instances. However, if there is one lesson stock market history has taught me, it's that a short-term crisis often makes way for longer-term opportunities. Booms and Busts are Nothing New Long before Wall Street was even conceived of, history was littered with boom-and-bust periods. In fact, unless you're hundreds of years old, the first instance happened long before you were born. During the Dutch Golden Age of the 1700s, tulip speculation ran wild. Even though there was little real-world value or use around tulips, the price soared to the equivalent of ten times the annual salary of a skilled artisan! The Extremes of the .com Craze Fast forward to 1999, and a similar phenomenon occurred with the burgeoning internet sector. Investors began to realize that the internet would change how we take in information. However, just like the Tulip Bubble before it, investors suffered from irrational exuberance. Though most internet stocks had yet to turn a profit, investors piled into any stock with a .com in the name and sent it into the stratosphere. One extreme example was Netscape. Netscape soared from $28 to nearly $75 a share on its first day of trading! Many other names went on to have price-to-earnings (P/E) ratios of over 300x earnings - numbers that would wake Warren Buffett up at night. 2008's Global Financial Crisis The housing crisis of 2008 was yet another example of excesses in one direction leading to excesses in the opposite direction. Large banks' excessive risk taking and over-lending aimed at low-income home buyers led to a speculative bubble. You guessed it! Like the dot com craze and Tulip Mania before it, this didn't end well. First, rampant real estate speculation led to unsustainable prices. Then, the devastating crash came which sparked the demise of large banks such as Lehman Brothers and Bear Stearns. Learn from the Market's Past to Understand the Future You may be wondering why I am taking you down this random walk-through memory lane. One of the primary reasons why crisis equates to opportunity in the stock market is the occurrence of "black swan" events. Black swan events are rare and unexpected events that significantly impact the market and can cause a rapid decline in stock prices. The events I walked you through above are all examples of black swan events. However, black swan events can be a product of things outside of the economy that ultimately impact the economy (think the 9/11 terrorist attacks or the COVID-19 pandemic). While these events are often devasting to the world and investors caught on the wrong side of the trade, they also pave the way for opportunities for those who have dry powder (cash on hand) and are prepared to take advantage of them. *Like a weed sprouting its way through a cracked driveway, ultimately markets "heal*". Meow 11/08/2024 12:37 AM Mabel All 3 Singapore-listed banks have also released their financial results for the 2nd quarter, and for the 1st half of FY2024 – starting with United Overseas Bank (SGX: U11), on 01 August, followed by Oversea-Chinese Banking Corporation (SGX: O39), the following day on 02 August, and then DBS Group Holdings Limited (SGX: D05), on 07 August. *Dividend Payout to Shareholders*: The management of UOB pays out a dividend on a half-yearly basis – once when it releases its results for the 1st half of the year, and once when it releases its results for the 2nd half. For the 1st half of FY2024, a dividend payout of 88.0 cents/share was declared – this represents a 3.5% improvement from its payout of 85.0 cents/share declared last year. The amount also represents a payout ratio of about 51%. Dividend payout: 23 August 2024 Similar to UOB, OCBC’s management also announces dividends to shareholders bi-annually – once when the bank releases its results for the 1st half of the year and again for the 2nd half. For the 1st half of FY2024, a dividend payout of 44.0 cents/share was declared – a 10.0% increase from its payout of 40.0 cents/share last year, and representing a payout ratio of 50%. Dividend payout: 23 August 2024 Unlike UOB and OCBC, the management of DBS declares a dividend payout to the shareholders on a quarterly basis. Similar to the first quarter, a payout of 54.0 cents/share was declared for the 2nd quarter. Hence, for the 1st half of the year, a total payout of $1.08/share was declared – a 20.0% improvement from its payout of 90.0 cents/share last year. Dividend payout: 26 August 2024 Let's hope Maybank, CIMB and BIMB can beats the 3 Singaporean Princess! Meow Meow Meow 11/08/2024 10:30 PM Mabel Today Mabel unload from 2.66 to 2.68 and retain another 60 %... Thank you BIMB Meow 12/08/2024 4:53 PM pang72 BANK ISLAM RECORDS NET PROFIT OF RM266.3 MILLION FOR 1H2024 HIGHLIGHTS • The Group’s Net Profit increased by 4.8% year-on-year (y-o-y) to register at RM266.3 million. • Total Assets grew by 6.4% y-o-y to RM93.0 billion. • Net allowance for impairment on financing and advances decreased by 37.3% to RM77.5 million. • Gross impaired financing and financing credit cost ratios stood lower at 0.92% and 0.23%, respectively, reflecting commendable asset quality. • Strong customer deposits and investment account growth y-o-y, with healthy CASATIA composition at 37.0%. • Robust capital position with a Total Capital Ratio of 19.4%. 26/08/2024 1:44 PM pang72 QR too good to go up? It is OK.. 12c f Dividend declares in Nov will cross $3 26/08/2024 8:43 PM Mabel #pang72 Meow meow possible.. I believe in you for BIMB.. 22/08/2024 3:31 PM Cheers Pang72! Welcome to BIMB! Today Mabel add another batch at RM 2.63 and another batch at RM 2.60... To RM 3 with Loves! Meow Meow Meow 27/08/2024 3:45 PM Mabel Bank Islams 2Q24 results were below expectations, and we lower our FY24-26E earnings by 5% respectively. We maintain a HOLD call and roll forward valuations to FY25 on an unchanged PBV of 0.8x (FY25E ROE: 7.9%). Our TP of MYR2.75 is maintained. Source: Maybank 27/08/2024 5:08 PM Mabel Second quarter 2024 earnings released: EPS: RM0.061 (vs RM0.06 in 2Q 2023) Second quarter 2024 results: EPS: RM0.061 (up from RM0.06 in 2Q 2023). Revenue: RM590.2m (up 8.4% from 2Q 2023). Net income: RM137.2m (flat on 2Q 2023). Profit margin: 23% (down from 25% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Banks industry in Malaysia. Today BIMB climbs 2.69 % To Our Success ! Meow 28/08/2024 1:04 PM Mabel Yesterday was Bank Islam, Maybank just released their Result MAYBANK 2nd Quarter 2024 1. Maybank 2nd Quarter 2024 net profit increased 8.2% to RM2.53 billion. This is due to lower provisions and tax expenses. 2. According to its filing with Bursa, Maybank maintains its target to achieve return-on-equity (ROE) of 11% for FY2024. 3. The company announced a dividend of 29 sen per share similar to the level announced last year. Next is CIMB Yum Yum 28/08/2024 6:04 PM TheContrarian Two days ago put buy order at RM2.56. Didn't realize my order was done until I checked my account today. 30/08/2024 6:36 PM Mabel Diversifying across several banks is a smart approach, especially when focusing on dividend yields. This strategy can help spread risk and take advantage of the strengths of different institutions. Here are the ranking of Mabel's Banks based on their latest quarterly results (Q2 2024 for most): *Revenue* Maybank: MYR 14.92 billion CIMB: MYR 5.6 billion BIMB: MYR 590.2 million *Earnings (Net Profit)* Maybank: MYR 5.02 billion CIMB: MYR 1.96 billion BIMB: MYR 137.2 million *Dividend* Maybank: 29 sen per share CIMB: 27 sen per share BIMB: 4.22 sen per share Happy Merdeka Every One! Meow Meow Meow 31/08/2024 12:47 AM Mabel Historical data shows that after the slump in September, US stocks tend to experience a relatively strong rebound in the following fourth quarter. Since 1990, the win rates for US stocks in October, November, and December have been as high as 65%, 71%, and 76%, respectively, with gains exceeding 1% in each month. This suggests that accumulating cash and buying fundamentally strong stocks during market downturns could be a viable strategy. Generally, in a lower interest rate environment, the investment value of sectors with high dividends such as banks, utilities and consumer staples become more prominent. In the face of potential market volatility, stocks with stable dividend growth and high free cash flow yields in these sectors also have stronger defensive attributes. If their valuations are relatively low, the margin of safety will be higher. So if you expect more volatility in September than usual, it's time to sell offensive stocks and buy defensive stocks. Cheers Everyone! Meow 04/09/2024 12:00 AM Mabel It seems all Mabel's 3 Banks took a slight deep today... So Far all 3 Banks are holding up steadily... 12/09/2024 5:45 PM Mabel Good News this morning. Here are the key points: Fed Cuts Rates: The Federal Reserve cut interest rates by half a percentage point, citing increased confidence in inflation moving towards 2%. Economic Projections: Policymakers expect further rate cuts, with the benchmark rate falling to 2.75%-3% by 2026. Market Reactions: US stocks gained, the US dollar fell, and Treasury yields dropped following the announcement. Labour Market Concerns: The Fed’s decision reflects concerns about a potential slowdown in the job market, despite progress on inflation. 19/09/2024 9:00 AM Mabel Look like Mabel's 3 Great Builders of Infrastructures, Properties and Data Centers; Gamuda, Sunway and Sime Darby Property are on it's way to hit all time high... Soon Banks will be joining soon.. 19/09/2024 10:01 AM Syah919 https://themalaysianreserve.com/2024/08/28/hlib-research-upgrades-bank-islam-shares-to-buy-target-price-rm3-10/ 21/09/2024 1:48 PM  | |
