Accumualfor gst is also a good strategy

Myeg seems to be progressing ...working hard for new revenue streams ..eventually it will trade higher ...test it new heights only after 1qtr results

Let’s go Genting ...you have the support.

Cimb let’s go....can’t wait for 1qtr numbers and then 2nd half onwards should move beyond the trading range.

Good for China...Australia needs punishing and should be taught a lesson! Cimb will move up next week I am expecting good 1 qtr numbers.

We need to incentivise population to vaccinate ...so that 70-80% are vaccinated well before this year end.

Zhifei...approval need incentive to approve! Makes no sense...vaccine is the way forward out of this trap....people need to realise . U.K. after a very bad start have gotten their act together and have vaccinated over 70 % of population. US would achieve the same by August ...and we are sleeping.

Vaccination always was and is the way forward! This was the fact from Day 1. U.K. after mismanaging the CV initially knew that vaccination was the key and moved ahead with their vaccination programme ....including securing supplies...and not waiting for ever idly to approve various vaccine etc. The boat here was missed when time was taken to secure supplies, and to get it approved, now it is matter of catching up and convincing people to take vaccine. Good move by Gov to get discarded Astra Zenneca on voluntary basis...need to think out of the box to get those doubting the vaccine on board perhaps with some fiscal incentive! Mean time we have to make sure we don’t follow India!

The analysts real advise is different to from what they share with retail.

CIMB to rally from here.....all bank are rallying due to over release of over providing for bad debts. Bottom line is the damage from oil companies will nit be repeated so profitability will recover dramatically....once results are out investors will see

Support Genting ......some markets worst is over....need to look ahead.

Despite all,buying no movement it says something.

Why the obsession with cases....more testing reveals more cases, mortality rate though is o.32%.....one of the lowest....with all the people moving around shopping malls and restaurants full why are we surprised? . BTW malls were full even before Ramadan bazaar opened up....all communities are involved in moving around ..as well has having big parties at home! Seen it myself . I don’t believe total interstate travel ban reduces risks. The travel ban should be where the outbreak is highest, simple. Otherwise allow the rest to travel with SOP compliance.

Absolutely no logic not allowing interstate travel...people are moving around freely in Selangor and KL malls are packed ...so how can inter state travel increase risk from current levels! Mortality rate one of the lowest in the world at 0.30%. All this makes you wonder the real reason for no interstate travel? Who is in control?

Vaccination is the way out ...it needs to accelerated. Some people quote Israel and NZ as examples.......check their population numbers? Also Israel is urban population as most migrated from Europe to take arab land

Tide Will change soon.....for sure matter of time

Masters.....like Libya or Iraq......the two countries were invaded by western colonialists. Myanmar is purely internal issue ....interesting that whilst Royinga were being murdered and terminated nobody really questioned the Democratic gov and Aung San Suu ?

Malaysia has lost the plot when it comes to ban on interstate travel for sure. Makes no sense when Selangor the biggest population centre people are moving all over the place, with most restaurants and shopping malls very busy. Schools opened with no social distancing ...in Selangor...so the infection rates low by world standards are not likely to go down ...what level have the infections rate got to get to before inter state travel is allowed? The infection rates will remain at 500-1000 level for some time...

Dithering and way forward not clear....U.K. opened up when infection rate and death rate is still higher than Malaysia...there is a danger that you do so permanent damage to certain sectors of economy ...people more likely to die from other factors than CV...we are reaching that point soon.

I simply see no logic have inter state travel ban. If you look at the resturants, shopping malls in Selangor they are jam packed! So the actual numbers of infections are not going to go down ...even if they do what is the the threshold for opening up interstate travel. I reckon there is no additional risk by opening up inter state as people are already movement around. Answer is to ensure people comply with social, distancing etc and for inter state travel get people to test before perhaps? Not to mention get people, vaccinated and educate them to do so.otherwise I can’t see way out.

Undervalued stock for sure

I went into KL to have lunch the restaurants are heaving ...shopping malls are full...this indicates that people are getting out and about ...interstate travel should be allowed becuase if people are already travelling within a state it does not make a difference Becuase you are relying on protocols being followed ...to reduce risk of infection...until vaccine takes hold...I can see big demand for travel everything opens up.

Strong indication yet that GST is very much on cards when the economy settles down as govt needs to source additional revenue from taxes. This will happen more earlier than we think...possibly as early as mid 2022

There is no doubt that CIMB results will be much better than 2020......this is a fact, to what extent is the only question. I expect CIMB to produce the best turnaround results and profit growth amongst all banks.....this will prompt price to rally....time to invest for that time which is not too far off....I expect better results to filter through 2nd half onwards. We are about to enter 2nd quarter.

I know witching hour Water Blower.....but it does not automatically apply to all markets .....some have more value than others because they have not recovered fully in the first place.....so what I am saying is many factors take into account...any correction will be short lived in markets that have not fully recovered in the first place!

I was also going to say generally market analysts are pretty useless in Malaysia ...usually it is best to do opposite to what they say...generally!

Water flower....what happened 19/3 it is going to drop....did you mean rise! Making crazy statements is not necessary...the fact is US has pumped in trillions printed money to support its economy it was top performing stock market in 2020 and early 2021...now if there is a correction in US yes it may impact some stocks in Malaysia but beucase the recovery has been limited some shares like CIMB Genting etc ...will rise because they are undervalued based on historic perspective ...and on forward looking basis.

Friday pocket money day for weekend .....market always suffers ....due to heavy retail action. Size of deals is indicator. Good time to buy for Monday rise.

Don’t agree with HILB re CIMB valuation ...it is undervalued and should be around 520 atleast if you factor wrote back of debt provisions ...most of these analysts have bias perhaps politically led!

Banks world wide are rising in valuation ...for example U.K. and US they have gone past pre Covid levels despite huge bad debt provisions....this is because economic recovery will be led by banks,...it is matter of time when Malaysia follows ..CIMB and RHB are well positioned for big recovery due to write down particularly true for Cimb ...

Working assumption is that interstate will start from April, whole of Selangor can’t be put on MCO it should be more focussed by district....many districts already very low .....more focussed vaccinations targeting exposed areas and working population is the answer...a Genting is well placed.

Working assumption is April will open up interstate that is!

Placement completed....market new of the placement .....shares will pause and then rally.

So much sold and yet price has been stable....shows underlying strength......interesting

More stimulus package to revive the economy good news....worse is over and soon interstate travel will be allowed ....sooner than we think ...Genting B has plenty movement upwards left! Accurate and see

Further ......financial injection announced worth 20b should be catylst for bank a shares in particular CIMB...it will rally amd is best placed of all banks to make significant recoveries in earnings...the price has not caught up with this fact....the management overlay will turn positive during 2021...wait and see.

If bonus issue is followed by new announcement such for example GST introduction ...the price will fly....as price would be seen as being cheap...eg 1 Rm rather than 2.

Bobocha...may be I don’t know Malaysian market but I know investment market. Bonus is a misnomer....as it suggests you get something more for nothing ...also not all companies who gave bonus shares went up.....there may be some early rise in price due people not understanding. Let’s see

Bonus issue makes no difference as the price is adjusted...value before and after bonus issue remains same! The reason to issue bonus issue is attract more trading in shares and lower price makes the, more attractive.

ExD today.

It would be irresponsible for bank to pay out excessive dividends before it repairs its damaged balance sheet. Very sensible. Besides FDI is not necessarily linked to dividend income, capital growth is important as well. If bank recklessly pays out high dividend may actually increase risk and dent confidence.

Tomorrow ExD ...so we may se selling ahead if investors prefer not to take income. Last day today for div entitlement.

Should move up again after a breather ......good prospect for medium term...we know that any correction will be temporary...question is how much to top up..that’s all!

Until the pp investors dispose of their their share allocation the price is not going anywhere quickly.

Surprised to see selling ...5 + is on....worldwide financials rallying .....let’s keep pushing to target level

Momentum to take it to 6.10 on the cards....surprise to see some selling pressure at these levels....hold on, improving outlook ....

Volume up.....good news buyers other than EPF

Will rally strong toward 25 March....should be 6 plus!

CIMB has plenty left ...for sure, s all,profit taking and then move upwards and onwards. Target is 5.20

Genting has plenty left to go....small holders sleeping for some profit, trend is higher.