https://www.thestar.com.my/business/business-news/2021/11/27/identifying-winning-market-positions

https://www.thestar.com.my/business/business-news/2021/11/27/identifying-winning-market-positions

https://klse.i3investor.com/blogs/nanyang_stock_expert/2021-11-26-story-h1594674465.jsp

ASB the largest shareholder of MBB

https://www.theedgemarkets.com/article/pnb-%E2%80%94-ensuring-investment-returns-malaysians

KUALA LUMPUR (Nov 27): While some investment funds have experienced redemptions by their investors or contributors during the Covid-19 pandemic, Amanah Saham Bumiputera (ASB), the largest fund under the management of Permodalan Nasional Bhd (PNB), actually saw 4% more units subscribed in 2020 from the year before.

Big big drop in US....another buying opportunity like 2020

Posted by jianwei90 > Nov 26, 2021 3:05 PM | Report Abuse

maybank most stable.. barely move.. like FD..

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Yes, this super FD gives 6-8% interest/dividend.

Park all your FD here!

https://klse.i3investor.com/servlets/ptres/61400.jsp

https://klse.i3investor.com/servlets/ptres/61406.jsp

https://klse.i3investor.com/servlets/ptres/61423.jsp

https://klse.i3investor.com/blogs/hleresearch/2021-11-26-story-h1594649667-Malayan_Banking_Within_Expectations.jsp

Posted by shareinvestor88 > Nov 26, 2021 12:46 PM | Report Abuse

OMG SSP WHATS GOING ON

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SSP has become "you plus 8"

....haha :p

Maintain OUTPERFORM and TP of RM10.55. Our TP is based on an unchanged FY22E GGM-derived PBV of 1.37x (1SD above 5-year mean). We continue to position MAYBANK with its most favourable risk-to-reward profile coupled with the highest dividend yield (6-8%) in the industry paired by solid ROE prospects. Its market leading position in loans and deposits should prove beneficial in an economic recovery phase while its CASA levels would ease access to funds.

Source: Kenanga Research - 26 Nov 2021

Posted by choysun > Nov 26, 2021 12:31 PM | Report Abuse

Wah, didn't expect to get this opportunity today. Yum :)

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My 4.80 RTD Q only till Q3 report...haha :p

This morning volume was very heavy.....

Near-term challenges notwithstanding, we continue to like the Group’s prospects, underpinned by its M25 initiatives, and affirm our Outperform call with an unchanged target price of RM9.30....source Public Bank


9MFY21 PATAMI of RM6.04b (+22%) is within expectations. The impact from PEMULIH is not expected to meaningfully deter the group’s delivery of its FY21 targets, with a chance of reporting better-than- expected credit cost. We continue to prefer MAYBANK amongst its peers as a high sustainability play, paired by generous dividend yield opportunities. Maintain OUTPERFORM with a GGM-derived PBV TP of RM10.55....source Kenanga


We maintain our BUY call on Malayan Banking (Maybank) with an unchanged fair value of RM9.90/share pegging the stock to a P/BV of 1.2x, supported by FY22 ROE of 9.8%. We make no changes to our earnings estimates....source Aminvest Research


Buy Call Target Price 9.40.....source HLB Research

At this stage, future earning visibility is still poor due to "new normal" post covid.....

...retail participation is getting thinner due to lossess suffered punting speculative stocks..

...interest rate will be rising next year...

...in this kind of scenario, one of the best place to park your investment is....HIGH DIVIDEND YIELDING BANK

...rising interest rate equal less interest in stock trading but higher profit for banks.

@choysun...Yes...cheers....

With interest rate starting to rise next year, BANK in one of the best place to park your investment....rising interest rate equal to RISING PROFIT for banks.

...this is especially so for those who seek for long term dividend and "no sell"....rising profit will result higher dividend irrespective of how the share price perform.

Yes, give you discount to top up more and more.

In the current market where the retail players have been burnt by gloves and speculative stocks....it's better to own "fund" stocks than "retail" stocks....

....retail players buy on sentiment...while fund buy on fundamental...

...going forward, stocks with lower valuation will do better.

...my 2 sen only.

1 million of PBB shares was done at 4.02 during pre close.

Down 0.12%

PBB down 1.23%

Haha....

Posted by choysun > Nov 25, 2021 1:25 PM | Report Abuse

Aiyo, why not heading towards 4.80 :(

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May be can get after Q3 :p

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3212273

Nothing negative....earning has been good, EPS is maintained at around 70+ sen, NAPS has increased from RM4 to current RM7...dividend has maintain at about 60 sen.

After GE15, if there is political stability, price will probably match its fundamental...may be can reach above RM10...a modest PE 15 times.

Yes, one afternoon....

...my sifu tolle said...if I know when, Warrent Buffet will pay me USD 1M to have lunch with me....haha lol :p

Wow...green

...afternoon, SKYROCKET and LIMIT UP

Posted by choysun > Nov 24, 2021 7:43 PM | Report Abuse

Don't expect Q3 results to be beautiful, Genting Malaysia was closed most of that period. Place your bets! I'm waiting for my 4.80 :D

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Yes...4.80....good chance can get :)

Whether the the market/price move or not....dividend of 6-8% is quite a certainty.

Posted by JBond007 > Nov 24, 2021 12:17 PM | Report Abuse

Kopi kaw kaw. Which one better? Higher return next year?
Genting 4.93, Harta 5.09, CIMB 5.19

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MBB 8.12 :)

US Nasdaq sharply lower....Energy and Financial lead gain...

Still waiting for GTD Q to match :(

Wow....thanks sifu tolle.

Only tiny red, still strong...

...later SKYROCKET and LIMIT UP

With this kind of trading pattern, those who are still short must be very happy....can add cheaper :p

Yesterday, the support at buy Q was stronger/high quantity....today the seller Q is higher quantity...so need stronger buying to push up bid :(

Today and last Friday's volume is higher than usual...highest since 22-10-21

Tiny red, still strong :p

https://klse.i3investor.com/insider/substantialShareholder/1155/07-May...

EPF shareholding on May 2021....1,613 M shares

https://klse.i3investor.com/insider/substantialShareholder/1155/17-Nov...

Latest November 2021...1,675 M shares

There are now less retails participation than last year because most of these retail/punters have been burnt badly punting in gloves shares and some speculative stocks like SCIB, Sebadinamik etc....

So for now, it is better to buy lower beta stocks...because investors who play these stocks are still around and still have fund to buy...

...other potentials are the FF favorite.

The price was 10.82 on 18-5-2018

...after GE14, the price dropped to a low at 9.00 on 29-6-2018

...before recovering....

...while PBB traded between 4.88 to 4.50 during the same period.

Big sharks don't play MBB...Big sharks only play high beta, speculative stocks to trap ikan bilis.

@i3lurker...thanks for sharing, appreciated.

Copied and paste ....from PBB forum...

...for sharing only.....

Posted by i3lurker > Nov 20, 2021 11:09 PM | Report Abuse

for those who are interested in margin of safety

from above
Cash/Share MRQ 1.09 4.46

Cash backing

Public Bank has 1.09/4.07 =? => 27% coverage

ass_u_me that Maybank is industry average
Maybank has 4.46/8.08 =? => 55% coverage

which is the safer bank?

Go ahead! you must sue investing.com right now.
Just do it.
Do not delay this lawsuit...

Posted by i3lurker > Nov 20, 2021 10:46 PM | Report Abuse

https://www.investing.com/equities/public-bank-bhd-ratios


Public Bank / Industry Average

Revenue/Share TTM 0.69 2.59
Basic EPS ANN 0.25 0.54
Diluted EPS ANN 0.25 0.53
Book Value/Share MRQ 2.44 7.28
Tangible Book Value/Share MRQ 2.31 6.61
Cash/Share MRQ 1.09 4.46
Cash Flow/Share TTM 0.30 0.79


these figures show that Public Bank financials are weaker than Industry Average with much less Margin of Safety

TTM = Trailing Twelve Months 5YA = 5-Year Average MRQ = Most Recent Quarter


these figures are not science fiction written by me, its from investing.com


or maybe its a conspiracy by investing.com to launch a hostile takeover of Public Bank?
Who believes this?
or maybe the Martians have landed at Putrajaya?

Off low, 5.00 support is strong, must be choysun queued 300k shares at 5.00 :p

Posted by choysun > Nov 19, 2021 1:35 PM | Report Abuse

@stkoay Will still queue for 4.80, but afraid can't get :p

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Ya loh....wait till neck long long liao :(

3.50? Wow....but I already queued 4.80 GTD

If can, August will be better....choysun will be laughing to get his 4.80...haha :p

Yes, for those still short and waiting to add, back to September's price will be good.....am waiting....

Thanks for sharing, sifu tolle.