From Simply Wall ST 26 Feb 2022:

Malayan Banking Berhad

MAYBANK

Share Price 7 Day 1 Year
8.88 2.5% 10.6%

Full year 2021 earnings: EPS exceeds analyst expectations
Full year 2021 results:

EPS: RM0.70 (up from RM0.58 in FY 2020).
Revenue: RM22.2b (up 13% from FY 2020).
Net income: RM8.10b (up 25% from FY 2020).
Profit margin: 36% (up from 33% in FY 2020). The increase in margin was driven by higher revenue.

Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%.
Over the next year, revenue is forecast to grow 21%, compared to a 20% growth forecast for the banks industry in Malaysia.

Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 2% per year.

From Simply Wall ST 27 Feb 2022:

Public Bank Berhad
PBBANK
Share Price 7 Day 1 Year
4.37 -0.5% 5.0%

Full year 2021 earnings: EPS exceeds analyst expectations
Full year 2021 results:

EPS: RM0.29 (up from RM0.25 in FY 2020).
Revenue: RM11.3b (up 13% from FY 2020).
Net income: RM5.66b (up 16% from FY 2020).
Profit margin: 50% (up from 49% in FY 2020). The increase in margin was driven by higher revenue.
Cost-to-income ratio: 31.6% (down from 34.6% in FY 2020).
Non-performing loans: 0.31% (down from 0.36% in FY 2020).

Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%.
Over the next year, revenue is forecast to grow 14%, compared to a 20% growth forecast for the banks industry in Malaysia.

Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.

the drop in price is expected due to C19 cases going up everyday. you must understand that fund managers dont want to lose their job due to factors outside their control. they are taking precaution. these fund managers can be local or foreign. just hold and in time recovery will take place. the economy cannot forever keep falling. Q1, 2022 will see price increase as malls started getting heavier foot falls. the only reason it falls other than C19 is the possible upcoming election which almost always affect share price. Unless you company relies on using O&G, the war in europe would not negatively affect much. yesterday was just a knee jerk reaction. steady guys and you will be rewarded. like I always said before, someone is shaking the durian tree to see which durians can be collected. hold on to your durians and remember why you bought the durians in the first place.

@stkoay Thanks to you for generously sharing your objective views earlier without which many of us will not reap the benefits together. your views got my curiosity to look further in depth into both Tenaga and MBB stocks. and looking into the 'complexity' of Tenaga issue, I made the switch even at a hit which proved to the wise choice in the end

https://klse.i3investor.com/servlets/ptres/62043.jsp

Declared a 2nd interim dividend of 30 sen/share (7.5 sen electable for reinvestment under DRP). This brings total dividends for FY21 to 58 sen/share (payout: 84.5%), slightly higher than our estimate of 53 sen/share.

@Stkoay, Sifu, PBB total dividend for 2021 is 76 sens (15.2 sen * 5). Returns (if before BI) is 0.76/21.40=3.55% (21.40 = 4.28 * 5). MBB is 58 sens. Returns is 0.58/8.77=6.61%. (All prices are opening before Div announcement). So I think MBB returns better for 2021.

Dividend @ 7.7 sen. So total for 2021 is 7.7 + 7.5 = 15.2 sen. If before BI, that's 15.2 * 5 = 76 sens for 2021. Before announcement, opening price was 4.28 * 5 i.e. 21.40. Therefore returns for 2021 is 0.76 / 21.40 = 3.55%. Not too bad, would say on par with others. Better than 2019 which was 73 sens. My return is 4.0%, not great, but not bad either.

I think PBB dividend will be good this round seeing that EPF also buying more

Meanwhile, all the Super Tankers, Battleships, Aircraft Carriers last reported near the Bermuda Triangle are now missing. Presumably laying in Davy Jones Locker. All our prayers are with them

sink the boat? you mean like the scorched earth tactics employed by Saddam before leaving Kuwait? really? wow!!....

TP 9.28

https://www.theedgemarkets.com/article/maybank-shares-most-19-weeks-trading-volume-surges

unfortunately meanwhile, Serbadak will still be in your portfolio like flies on sheet showing negative sign reminding you never again to play penny stocks, especially bumi company penny stocks

@SHQuah dont hold your breath. Sumatec liquidator says all no objection to close company in Dec21. until today nothing happen. that's more than 4 years since PN17. slowly wait la ya

yeh, keeping my fingers crossed for a higher or special dividend. bout time

@stkoay check out this analyst study on MY banks to invest. https://youtu.be/j0o5wk4Uekc

https://youtu.be/j0o5wk4Uekc

for comparison purposes, MBB has digital banking license while PBB is slower to adopt the digital way. that is a setback

@1invest1 just ignore la.

@wynwyn also must remember the exposure of the different banks in different markets. PBB mostly in MY, but MBB and CIMB to name a few have greater market share overseas. also PBB can be a little conservative. can check out a few of the YouTube analysts on Banks.

my remisier mentioned that at the moment bank stocks are the flavor of the day

@prudentinvestor Bloomberg forecast dividend of 8% and 9% for next year so yeah, its good

@sharefisher its okay, I am only one of the many who own the shares, i dont own the whole company. any who, my average cost for MBB and PBB is considered quite low. it can drop ex date and i can still sleep soundly. our MY banks are quite resilient. unless there is fraud or scandal, it is highly unlikely the bank will collapse. if the MY banking collapse especially the countries top 2 banks (by cap size) we all go holland also as EPF also got stake in them too

@wynwyn I agree with you, anyway we shouldn't throw mud at any counter or anyone. especially more so if we own them.. unless its Serbadak or Sumatec. #justsaying :-)

please

grow up

silly ass-hat supersingh, just bcos they kicked your ass in MBB for trolling is not my fault

for dividend, we need to x 5 to compare pre C19, so possibly 7 sens or 35 sens

@Sharefisher agree that finally PBB moving. I think everyone is bullish on high expectations on border reopening in March

just invest and dont be busy bee ya

@supersinginvestor what talking you? hantu your head. I also own PBB

as usual no one bother to read above posts. below was posted on 27 Dec 2021:


r8: https://www.bursamalaysia.com/market_information/announcements/company...

Finally close case. Bye

27/12/2021 6:17 PM

@MamakKutty: good, sentence all these fellas and throw away the key for deceiving the investing public. GG Serbak

https://www.klsescreener.com/v2/news/view/941633

actually, price fall so what? not like we are speculating or day trading this counter. of course would be nice to see it reach 8.50. as long as it doesn't change the fact that we will still be expecting 8.1% dividend this year, I don't mind

agreed with ya both

...slowly...slowly...catch the monkey...

@Maverickeking Did you really check the recent dividends? I owned both PBB and MBB, unfortunately PBB very prudent (read: selfish) with dividend - 2020 (0.13) and 2021-1st (0.075). Very far compared to MBB - average 0.50+. Luckily my portfolio is only limited to MBB:PBB 3:1. Still keeping PBB because my entry cost is very low @3.80 - post bonus issue. Otherwise I consolidate to MBB already. If 2021 is based on 2020 dividend for PBB, I only get 3.42% compared to MBB which I expect to get 8.1%

@stkoay thanks sifu. good to know. looking forward to DRP and hopefully top up ex-date with available funds. this will really be my retirement fund.

luckily I heed your advice and top up a huge chunk at 7.99 to lower down my average in Nov 2021.

only downside I foresee is that if the TP is a reality in the near future, this means that DRP offered will also be priced higher as well. so smart money says to grab and accumulate on the next dip when you can.

Ah no wonder, the article came up around noon. that could have been the push needed. Thanks for the info guys. think it will hit 8.50? Sifu stkoay, what is the price based on 7.9%? sorry as I dont have access to Bloomberg

wonder why the price suddenly rise so fast this morning, any ideas? someone forecast could hit 8.50. Might soon be a reality

https://www.bursamalaysia.com/market_information/announcements/company...

Finally agree to wind up. hopefully fast and don't have to stare at this counter for long in my portfolio. lesson learned. moving on. this is the last time invest in bumi companies. lousy business management, no sense of accountability

@sifu tollebunsmith right on... just follow the money

price go down, DRP shares cheaper. price go up, more dividend and comfortable margin ex date for me. win win situation.. relax

biasa la....

a long time ago, I foresee many will have suspended SD stocks in their portfolio like Sumatec. Nobody listen. now every day you open your app to trade you will see but cant touch the stocks. 4 years since Sumatec. how long SD? anyone want to guess?

@stkoay looks likely so.. that is one possible reason for the big boys driving the price upwards

@stkoay @choysun yes, looking at the daily raise in price,, perhaps a juicy dividend in the horizon?

@choysun yes, if they maintain means no more ambiguity nor a possible reduction. of course if they raise would be better for Tenaga. but maintaining is anytime better than a reduction as it will affect profitability. venturing more into solar & EV initiatives would also help the bottom line.

meanwhile I parked my orders at RM9.20 still waiting

Banking Sector Overweight

https://www.theedgemarkets.com/article/midf-bursa-snaps-fiveweek-selling-streak

https://www.klsescreener.com/v2/news/view/931833/govt-to-continue-with-current-electricity-tariff-effective-from-jan-1

All these articles are good for a laugh but no story beats the Arabian Nights story in terms of Cerita Dongeng. That one BossKu reigning juara 2020/2021