https://klse.i3investor.com/blogs/PublicInvest/2021-10-01-story-h1591843323-Banking_Financial_Stability_Review_1H_2021.jsp


While we maintain our Neutral view on the sector, it continues to be with a positive bias given its lagging valuations relative to the broader market. For sector exposure, we like Alliance Bank and Maybank.

Source: PublicInvest Research - 1 Oct 2021

No last minute show :(

Sifu tolle....I normally withdraw fund fro ASM on the beginning of the month ( cos the dividend is monthly rest)....this morning thought of getting my next round bullets...but reconsider cos of the volatility....wait n see for another few days....if the volatility persist, then may be will only top up next month.

Yes sifu tolle.....plus dividend MBB is still ahead by 21 sen :p

https://klse.i3investor.com/servlets/ptres/60932.jsp

Kenanga top picks are MAYBANK (OP; TP: RM10.65 )and RHBBANK (OP; TP: RM6.15). Both stocks are excellent dividend yieldersoffering6-8% and 5-6%, respectively, where MAYBANK is seen to be the favourite for its market leading position in both loans and deposits which makes it poised to enjoy the full leg of the recovery.

https://www.malaymail.com/news/money/2021/10/01/banking-sector-outlook-seen-positive-on-expectation-of-profit-rebound/2009899

https://www.malaymail.com/news/money/2021/10/01/banking-sector-outlook-seen-positive-on-expectation-of-profit-rebound/2009899

agree with sifu tolle....buy when there's cheap sale....

Sifu tolle...any comment on the reason for the volatile and active trade this afternoon on blue chips....esp banks

https://www.malaymail.com/news/money/2021/09/29/malaysian-banks-well-capitalised-and-liquid-outlook-remains-stable-says-moo/2009405

The firm’s financial institutions group analyst Tengfu Li noted that the rating agency had changed Malaysian banks’ outlook to “stable” early this year from negative last year and thus far has retained the stance for several key reasons.

https://klse.i3investor.com/insider/substantialShareholder/1155/27-Sep-2021/525278_2067480081.jsp

https://klse.i3investor.com/insider/substantialShareholder/1155/28-Sep-2021/525348_188037527.jsp

https://klse.i3investor.com/insider/substantialShareholder/1155/29-Sep-2021/525417_2443555133.jsp

Yes....so I queue at 4.80 till match ya :p

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3195694

EPF bought 3.589M shares on ex dividend day....very good.

https://www.thestar.com.my/news/nation/2021/09/27/muhyiddin-interstate-travel-likely-to-be-allowed-during-first-half-of-october

Good for recovery sentiment....MBB is on the list of most analysts for recovery play in the 4th Q.

https://www.thestar.com.my/news/nation/2021/09/27/muhyiddin-interstate-travel-likely-to-be-allowed-during-first-half-of-october

Tomorrow open at 6

Choysun fatt tatt lo

They want to kongsi our good things....so we buy MBB to also kongsi their good thing....haha :)

sifu tolle....haha...true also

.....so while we can....buy now and more...MBB

....if not later say reserved for bumi only...bcos PNB ASB are major shareholders

DRP shares already in at Boardroom.

https://investor.boardroomlimited.com/

@jeffchan : no more at Tricor....it's now at Boardroom

Oh yes...total charges is RM13.....previously I posted RM7 is incorrect.

Sifu tolle : correct, the entry price made the difference.
If you use their 4 week low as the entry price, MBB is doing better.

( 4 week low : PBB 3.99.....MBB 8.05 )

https://www.thestar.com.my/business/business-news/2021/09/25/going-for-growth

Peer Comparison as at 15-9-21...of P/E, P/B and Yield

https://www.thestar.com.my/business/business-news/2021/09/25/going-for-growth

Peer Comparison as at 15-9-21...of P/E, P/B and Yield

https://www.thestar.com.my/business/business-news/2021/09/25/going-for-growth

@jeffchan1901 we cannot consider ourselves as big or small player....I like and agree with what tolle said...there's always a Warrent Buffet in front of everyone.
In the forum, all are equal, and we are here to share and learn from each other.

Cheers and happy weekend to everyone.

Wow...sifu tolle has a wide exposure to different kind of investment...very diversified, very good.

....reading sifu tolle sharing, i think he must be a very seasoned/pioneer investor.....

....and not selfish to share...

....I enjoying reading what he has to share....appreciate.

Sifu tolle....haha :p

It is good that S&P is fxxking the government, telling them mai luan luan lai.....if not, populist politicians will continue to make banks as Santa Claus.
As a long term investor, short term price fluctuations is not a concern, whether it's 7,8 or 9, long term investors don't sell, they buy for keep to collect dividend.

Now that S&P is telling fxxking politicians that banks do not belong to their fathers....our future dividend will likely be less affected.

https://www.theedgemarkets.com/article/fitch-affirms-maybanks-longterm-idr-bbb-outlook-stable

KUALA LUMPUR (Sept 23): Fitch Ratings has affirmed Malayan Banking Bhd’s (Maybank) long-term issuer default ratings (IDR) at BBB+ and its viability ratings at bbb+, with a stable outlook.

“The affirmation of Maybank's ratings reflects the strength of its stand-alone credit profile, which drives its IDR. The Viability Rating is underpinned by Maybank's market-leading franchise in Malaysia, consistent business execution and stable financial performance.

The agency said it also revised the outlook on asset quality and on earnings and profitability to stable from negative, as it sees tail risks of more severe scenarios have abated, and there is adequate headroom within the current scores to withstand the deterioration it expects from lingering economic challenges.

It added that Maybank's government-linked shareholders have also demonstrated their willingness over the years to reinvest dividends and support the bank's capitalisation, should it become necessary.

https://www.theedgemarkets.com/article/maybank-uob-jointly-underwrite-rm2-billion-islamic-facility-malayan-cement

8.15 nice :)

Today...both buyers and sellers show off only...no action ...haha :p

So interesting to visit gloves forum....some hard core can still shout ....huat ah.....haha...laugh die me :p

tolle sifu : very nice of you...thanks for the effort and sharing...

This stock is the No.1 holding of Amanah Saham Bumiputra with a fund size of 173B as at end 2020. For those who envy the high dividend their unit holders get but not eligible to buy....then just follow the fund...buy MAYBANK.

Posted by tollebunsmith > Sep 23, 2021 2:48 PM | Report Abuse

OnTime & supersinginvestor : If u lov money, or if u love humanity, just follow ur path. no right no wrong. It takes many to make the journey, as long as u are happy, follow ur path, Dont be like Taliban and blow up others just cos Taliban think he right.

______________________________________________________________________

Agree with sifu tolle....

Foreign Fund coming in to buy banks....

CIMB 22%

Maybank 16%

still plenty for MBB to catch up.

Foreign Shareholding of MBB

6-8-21 : 16.19%

13-8-21 : 16.20%

20-8-21 : 16.23%

27-8-21 : 16.28%

3-9-21 : 16.35%

10-9-21 : 16.37%

https://www.theedgemarkets.com/article/cimb-foreign-shareholding-rose-224-august-highest-june-2020

https://www.theedgemarkets.com/article/cimb-foreign-shareholding-rose-224-august-highest-june-2020

JJFinn : nobody can accurately predict future price movement, whenever you have spare fund, just top up and keep for long term.
If you ask me, I think the share will trade above 10 is a year or two and above 12 in 2 to 3 years.
Management has a guidance of above 100 sen EPS in their 5 years plan, if they can achieve that, then 12 means a PE of less than 12 times, which is very cheap for the No.1 blue chip.
And while waiting for them to grow the profit, you still get a dividen of about 7%....mana mau cari :)


you cannot campare this with high beta speculative stock...while the short term gain might be tempting....look at what happen to those who chase gloves stocks last year.

Haha....sifu tolle :p

Haha....choysun...correct also..buy at any time also got divvy bcos this tiger gives good divvy twice a year....total about 7% if buy at current price :)

@linges Thanks :)

This morning traded volume is higher than PBB...haha.

If price holds, means short term profit taking is well absorbed.

It seems foreign fund has been accumulating slowly.

https://investor.boardroomlimited.com/

Open an account here, and can subscribe online for a fee of RM7.....2 commission n 5 for stamp

Sifu tolle : I can queue my holding during pre opening to show calvintaneng what I have if he can also do the same for the stock he recommend .....haha :)

sifu tolle : Happy Mid-Autumn festival to you & your family.

@choysun up more than 10 sen, I am happy liao...haha :p

staypositive : Happy Mid-Autumn festival to you and your family...cheers.