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Overview
Financial Highlight
HeadlinesBusiness Background CIMB Group Holdings Bhd is a full-service bank based primarily in Malaysia and other Association of Southeast Asian Nations. The bank’s offerings include consumer banking, commercial banking, investment banking, Islamic banking, and asset management products and services. Most of the bank’s income is derived from net interest income. The vast majority of the bank’s earning assets are in loans, advances, and financing, while its portfolio of financial investments constitutes the next largest portion. The bank’s strategy emphasizes cost control and digital banking.
  Thirai Thiraviam @claptonisking - Sorry, if I weren't clear. I have a position in CIMB. (Bought into it following the March '20 crash.) Right now, I am on hold, but DRIP investing. 07/12/2021 5:30 PM  kinuxian If u valued at PB ratio, its cheapest among 3 anchor banks where the other 2 traded above book value, Beside, book cleansing exercise with huge credit provisioning had done over past few quarters, and now trimming goodwill shall be continued in coming quarters, all these will improve their book after all done. Don't forget its a proxy to TnG ewallet too (potential growth) 07/12/2021 5:52 PM claptonisking @Thirai Thiraviam Really sorry, i read my post again, did not mean to come off as insulting you or anything. Same here, I've been holding since long before Covid, bought in more and averaged down a lot during MCO and OPR cuts and moratorium etc. I too, am just holding and choosing DRP all the way. 08/12/2021 11:39 AM Risk Trader Next QR 2022, all banks except Public Bank will making loss due to more loan stuck after no more moratorium... 09/12/2021 12:09 AM  i3lurker I highly doubt Public Bank loan to Serba is recoverable Public Islamic Bank, Term Equity Financing, Cash Line, Overdraft : RM 18.8 million vs CIMB Bank Berhad, Overdraft, LC, Guarantee : RM 4 million The kindergarden question => Is 18.8 bigger or 4 million bigger? Posted by Risk Trader > Dec 9, 2021 12:09 AM | Report Abuse Next QR 2022, all banks except Public Bank will making loss due to more loan stuck after no more moratorium... 09/12/2021 10:45 PM biscuitboy96 https://www.theedgemarkets.com/article/china-galaxy-raises-stake-stockbroking-jv-cimb 13/12/2021 10:01 AM pBlue Does Serba have any assets? Which bank has seniority in the loan? If there are assets to liquidate, which banks gets paid first. Posted by i3lurker > Dec 9, 2021 10:45 PM | Report Abuse I highly doubt Public Bank loan to Serba is recoverable Public Islamic Bank, Term Equity Financing, Cash Line, Overdraft : RM 18.8 million vs CIMB Bank Berhad, Overdraft, LC, Guarantee : RM 4 million The kindergarden question => Is 18.8 bigger or 4 million bigger? 14/12/2021 12:57 PM whocare1982 https://youtu.be/x4FIC2VY66A EP5:Public Bank,Maybank,CIMB Target Price, Technical & Fundamental Analysis！ 15/12/2021 9:18 PM claptonisking US raise debt ceiling. And delay inflation tapering to mid next year. Any thoughts impact to KLSE? 16/12/2021 11:47 AM lomas https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%8D%B0%E5%B0%BC%E8%81%94%E6%98%8C%E6%80%BB%E8%A3%81%E4%BA%BA%E9%80%89%E6%95%B2%E5%AE%9A-%E9%9B%B6%E5%94%AE%E4%B8%9A%E5%8A%A1%E6%80%BB%E6%89%A7%E8%A1%8C%E9%95%BF%E6%8E%A5%E6%A3%92 17/12/2021 6:27 PM Riaz1954 When it comes to traditional valuation methods in case of CIMB it is not so relevant. Due to large Investment by govt institutions, in CIMB it will do better than most in attracting new investment. Pension contributions have to be invested somewhere…and CIMB has a fair allocation to it. So I expect it to rally 6 sometime next year before final,results. 28/12/2021 7:25 PM kinuxian @Riaz don't forget its FF proxy into KLCI as well. FF holding is steady recovery. 28/12/2021 7:58 PM CakapSohaiThings 5 more cents to reach my TP, waiting to hit to rotate to RHB and AMBANK 31/12/2021 11:12 PM prudentinvestor Thank you EPF for being responsible for CIMB's phenomenal rise over the past 14 months. Unfortunately, I have already disposed of all my CIMB shares months ago for a net gain of only 5k. 03/01/2022 12:17 PM fruitcake https://www.theedgemarkets.com/article/cgscimb-reiterates-end2022-klci-target-1612 some times it is best to keep quiet 04/01/2022 4:17 PM Thirai Thiraviam What kind of lame duck prediction is this? To me the two biggest factors are: 1) tightening monetary policy, which is likely have a negative effect; and 2) looming election, likely held in mid-2023, which is likely to have a positive effect. On balance, however, I am optimistic about KLSE performance in 2022. 04/01/2022 6:29 PM  Cakes Moon Banking & finance sector on the move. All in CIMB call warrant to win big!!! 10/01/2022 11:42 AM CakapSohaiThings Finally reached my TP lol. Thanks all, come join me in ambank/rhbbank when they are still cheap. Ambank is cheaper as of now 10/01/2022 11:58 AM Cakes Moon Latest quaterly report making a loss, also can be on solid uptrend. Proven technical is more important than fundamental. 10/01/2022 8:20 PM  kevinobc https://www.cnbc.com/2022/01/10/goldman-predicts-the-fed-while-hike-rates-four-times-this-year-more-than-previously-expected.html 10/01/2022 8:46 PM kevinobc https://www.reuters.com/markets/europe/dollar-higher-interest-rate-hike-optimism-2022-01-10/ 11/01/2022 6:40 AM kevinobc https://www.cnbc.com/2022/01/11/powell-says-rate-hikes-tighter-policy-will-be-needed-to-control-inflation.html 12/01/2022 8:56 AM masterus U.S. inflation rises to another 40-year high of 7% Higher than previous month's high of 6.8% and in line with expectations 13/01/2022 5:12 AM kevinobc https://www.reuters.com/markets/asia/bank-korea-likely-hike-rates-again-over-high-inflation-household-debt-2022-01-12/ 13/01/2022 7:09 AM kevinobc https://www.marketwatch.com/story/these-14-bank-stocks-are-in-the-best-position-to-benefit-from-rising-interest-rates-11641918180?mod=home-page 13/01/2022 9:27 AM kevinobc https://www.msn.com/en-my/money/topstories/world-markets-bracing-for-a-jolt-as-us-fed-ready-to-hike-rate/ar-AASPdiy?ocid=msedgntp 17/01/2022 12:37 AM Metaverse222 I think market very pessimistic now, I think need to patience to wait the market clearance 1st ""Nasdaq falls 1% Wednesday to close in correction territory, off 10% from its November record"" https://www.cnbc.com/2022/01/18/stock-market-futures-open-to-close-news.html 20/01/2022 8:43 AM Havefun Any bad news specific to cimb or is this just a healthy correction before moving up higher? 20/01/2022 11:00 AM kevinobc https://www.cnbc.com/2022/01/21/markets-are-expected-to-remain-on-edge-as-the-fed-meets-in-the-week-ahead.html 22/01/2022 9:41 PM alenac alenac CIMB, Maybank and RHB were hit as unsecured creditors to the tune of RM2.5 billion. https://www.malaymail.com/news/malaysia/2022/01/23/problems-at-cruise-... 23/01/2022 8:20 PM 23/01/2022 8:21 PM getingreal Sadly I can think of only one reason a Bank would lend such huge sums unsecured to a single borrower. I wonder what they did with the coffee money in HK. 24/01/2022 2:49 PM  | |
