In 2020, i bought sotong instead of tiger...
....in 2021 i bought tiger and reduced sotong.

@linges, sotong is more volatile.
In a strong market, sotong has more up side potential.
In a down market, Tiger is more stable.
Sotong foreign is at 31.4% , while Tiger is only at 19.65%

This one, I agree with you :p

YTD best performance bank 💪💪💪

CIMB today ex dividend 26 sen, half day up 16 sen, more than 50% of ex price, just awesome

Guess you made some good profit from your YTL.

@Jeffchan1901, 👍👍👍 very diversify, good spread across many different assets class.

@jeffchan1901, congrats !

@nhbeen, I actually still have about 30% of retirement fund in ASM n EPF.
....these will stay until "IF" there is any durian runtuh in Bursa, if not, then I am comfortable with 65 Maybank, 5 CIMB and 30 EPF n ASM.

My 3 years return from this investment beat the professional fund managers from EPF and ASB.
Their fund is BIG, so they need to spread to different assets to minimize risk, resulting a lower return compared to this one.
As an individual managing own investment, we can choose to "all in" here, they don't have that privilege.
So if you smart enuf to get to know the Tiger, then you beat the best retirement fund managers.....haha.

@prudentinvestor, @jeffchan1901, @nhbeen, @smartly......Agree.

The forum is getting quieter, which I think is a good sign.
Look at CIMB forum, it had gone very quiet after it broke 5....now it is 6.70 :)

Wah.....why became so low?
....have just checked my portfolio, my value dropped so much today :p

https://theedgemalaysia.com/node/704424

Its vice president of research Thong Pak Leng said the banking sector continues to offer opportunities for investors, supported by robust earnings resilience.

"Loans growth remained decent circa 5-6% while net interest margin (NIM) will remain stable for the year amid a more stable interest rate regime," he told reporters during a virtual media briefing on Rakuten Trade's 2Q2024 market outlook.

Within the banking sector, Rakuten Trade picked RHB Bank Bhd, Malayan Banking Bhd and CIMB Group Holdings Bhd for their solid dividend yields

For Maybank, I obtain from MBB website

@linges, no idea, i don't monitor MSCI index.

Best performing stock, outperform my Maybank.

@jeffchan1901, good investment decision.
Congratulations.

Latest Foreign shareholding at end February 19.65 vs January 19.16 vs December 18.98

2018 high was at 22.45 at end March 2018.

@pang72.....okok, tomorrow all still holding one need to use all available bullets to push...
...then those who have already taken profits will also buy back bcos of FOMO....haha.
...Happy Evening.....enjoy........

From comments posted, I suspect some have already taken profits.

Before QR on 27th, closed 4.47.
One week after, closed 4.29, dropped 18 sen.
🙄

Your MBB 10....may be right !
hahaha......................

Posted by pang72 > 2 minutes ago | Report Abuse

Helllloooooo......
Cimb+ammb?

-----------------------------------------------------------

Wrong.
CIMB is big enuf for own organic growth....no need to eat AMMB

Posted by pang72 > 22 hours ago | Report Abuse

6.60 52 wks high

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WRONG !!

It's 5 years high :)

@Cslee1215.....how the price will moves is anyone guess.
Now, it's tug of war between the BIG funds.

These few days bursa reporting showed EPF had been selling past few days and ASB also but it's encouraging to see that they were selling when prices were high....so, it's just healthy profit taking.

Wah....pang72 cincai pluck numbers....10....also almost correct :p
....but got too short time left, 3 trading days to ex......
....I think it's very difficult :)

@jeffchan1901, cheers.

Owning MBB is a no brainer, but young people prefer more excitement from high beta stocks compared to this old man stock.
I prefer a safer stock to park my retirement fund, slow never mind, most important is it is safer.
....Warran Buffett said ....rule No. 1 of investing....Don't loose money :)

@jeffchan1901, my average cost is 7.896 (inclusive brokerage) after factoring DRP shares at zero cost.

@newbie2019, no la 37.28% only over 3 years.

I started buying in March 2021 and continue to accumulate till November 2021, after that only nibbling a few and DIY DRP.
My total cost now is 4346 (front few digits :p) and cash dividend received plus market price add up 5966.

@newbie2019, I bought in 2020 at average 3.50....after that it dropped below 3, scare to buy more :p
....sold all in July 2021 at average 4.91 and switched to Tigers at about 8.00

@Cslee1215, total volume traded on 29th was 25.8m and price up 2 sen...
....EPF 24m shares must probably be including off market deal...
...big institution willing to buy big at current level from EPF, can be considered a good thing :)

Wow....newbie2019's other heavy weight super fly today, up 20 sen, congrats ya.

https://klse.i3investor.com/web/insider/detail/SBSH_580356_2312272388

EPF net bought on 28th, QR day :)

@newbie2019, congrats
good buy and good decision to accumulate for long term.

https://klse.i3investor.com/web/insider/detail/SBSH_580362_2289143008

28th, after QR report.....

Posted by newbie2019 > 2 days ago | Report Abuse

buy 9.45 next Mon

_____________________________________________________________

Managed to buy 9.45 or 9.42 ? :)

@jeffchan1901, I was hoping for 32 sen :p
....but 31 is still good....

....With management giving encouraging guidance for 2024, management overlay remained at 1.7b and CET-1 at solid 15.3%.....I guess we can expect a higher dividend for coming years....
.....Cheers !

3.8m shares done at one price 4.30 during pre close.

linges & DianaOoi most welcome, good sharing for all Tigers to Huat together.

Yes, Maybank pays higher yield than EPF!
My Maybank dividend will be used to DIY DRP instead of topping up EPF.

Based on last 10 years results, current EPS of 77.55 sen is the highest.

Looking at the latest few quarters after the new CEO took over, Maybank is now a Growth Stock...revenue is up, profit is up and dividend is also up :)

@linges, that was historical numbers, analyst normally calculate fair value based on projected forward PE.

In 2022, management gave a KPI ROE of 10.5 to 11% when NTA was 7.13
For full year 2023, company achieved a EPS of 77.55 sen, which is 10.8% ROE.

This year, management KPI ROE is 11% based on latest NTA of 7.84.
If management achieved KPI (which they normally do), EPS will be 86 sen
...at 12x PE, fair value will be 10.32.....
...and if they maintain 77% payout for cash dividend, then DPS will be 66 sen.

https://theedgemalaysia.com/node/703134

"This includes stepping up coordination with government-linked companies and government-linked investment companies to encourage them to repatriate foreign investment income and convert that income into ringgit more consistently, playing their roles to support the ringgit amidst challenging global environment," BNM noted.

When GLC repatriate foreign investment income back to Malaysia, what do you think they will probably buy ??

...huat ah :)

https://theedgemalaysia.com/node/703134

"This includes stepping up coordination with government-linked companies and government-linked investment companies to encourage them to repatriate foreign investment income and convert that income into ringgit more consistently, playing their roles to support the ringgit amidst challenging global environment," BNM noted.

@pang72.....Tiger dividend 170 ringgit nia :p

There are pump to dump....
There are also dump to accumulate....
So, you need to do home work to see which is which....haha....