mesoan

mesoan | Joined since 2024-05-26

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5 days ago | Report Abuse

but shared service is very small business, unlikely to improve Allianz mas earning

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1 week ago | Report Abuse

if economy pick up, will pchem have better margin? or will it still suffer, due to overcapacity in the region

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1 week ago | Report Abuse

@James is it similar to covid time, where everyone play gloves? now everyone play datacenter . result in people dumping heineken?
but why no hedge fund buying

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3 weeks ago | Report Abuse

There's strong incentive for gov to roll out EV, as it can save on Ron95 subsidy. By then, everyone can charge at home. PetD will be obselete

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3 weeks ago | Report Abuse

@james why people are dumping heineken?

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1 month ago | Report Abuse

if EV become common, people can charge car at home. No need to go to petrol station

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1 month ago | Report Abuse

@observatory I guess there's no impact. the tie up would benefit the mother company Allianz SE

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1 month ago | Report Abuse

@james will PetD be made redundant? as electric cars become norm in 10 years.

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1 month ago | Report Abuse

@raymondroy
the MTN is like a profit share with bankers and bond holders.

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1 month ago | Report Abuse

@stkoay but yoy earning drop. there's high provision, any idea?

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2 months ago | Report Abuse

@dividendguy
My concern is that the net interest income can't cover inflation. growing at 2.5% per year is quite pathetic, probably due to poor market. So when the economy picks up, hopefully PBB can continue to grow.

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2 months ago | Report Abuse

public bank lost ability to grow. Net income from loan only grow 2.5% yoy.

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2 months ago | Report Abuse

wsb_investor please share how 3X ILP is calculated?

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2 months ago | Report Abuse

Anyone knows if Maybank derived more and more percent of it's earning from Other op income?