Posted by stkoay > Aug 24, 2021 1:12 PM | Report Abuse X

@Cslee no, MBB is my long long term hold.

Recently took some profit on Mahsing and Genting and wanted to switch the proceed to MBB but waited too long...now, don't know what to do with the fund....will probably wait for some correction.

calvintaneng : don't believe my holding.....I can show like I showed my KSL holding in 2014....haha.

See https://klse.i3investor.com/servlets/stk/8583.jsp


Mahsing sold at 82 sen on 27-7-21.....made 100+K.....haha

calvintaneng : haha....laugh die me...get out?? I hold 428K shares.

KSL sold at RM4.50 in November 2014....go check my postings there ....haha :)

Posted by choysun > Sep 21, 2021 6:30 PM | Report Abuse

@stkoay 28 sens divvy, should open at 8.05 right? Sure gap up? I was hoping dip below 8 can top up more :p

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choysun : No la, big cap won't gap up, previous ex 38.5 sen...was up 20+ sen....so, hope can repeat...up 10+ sen :)

Close above 8.10 :)

Open 8.08 :p

Sifu tolle : tomorrow open what price? :)

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%

Wow....not red in a sea of red.....so strong.

@Keyman188......banking sector is one of the value buy now.....especially MBB....No.1 stock...trading at only about 12 times PE....and dividend yield of about 7%.....

Don’t rob Peter to pay Paul

https://www.thestar.com.my/opinion/letters/2021/09/18/dont-rob-peter-to-pay-paul

Don’t rob Peter to pay Paul

https://www.thestar.com.my/opinion/letters/2021/09/18/dont-rob-peter-to-pay-paul

https://www.thestar.com.my/opinion/letters/2021/09/18/dont-rob-peter-to-pay-paul

https://www.thestar.com.my/opinion/letters/2021/09/18/dont-rob-peter-to-pay-paul

Posted by tollebunsmith > Sep 17, 2021 7:15 PM | Report Abuse

LOL.. i am spechless... u took the words right out of my mouth!!


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Yes 100% agree with you....these Mara boys should get more tuition lessons from the Foreign traders....so malu, look at how they trade...secondary school boys can do better than them.

tolle: same theory, now MBB 7.97 ONLY

The EPF boys who are trading PBB did a much better job today

Foreign Fund traders put the PNB Mara boys in their pockets....these boys need to go back and suck more susu......

https://klse.i3investor.com/blogs/hleresearch/2021-09-17-story-h1571586464-Traders_Brief_Consolidation_to_Continue.jsp

As China continues its “Common Prosperity” crackdowns, more outflows from the China/HK markets are likely to prevail in the near term and Bursa Malaysia is likely to remain as one of the beneficiaries due to its laggard status. With domestic institutional funds remain net sellers (-RM2.76bn since end July), further external inflows may stimulate the local institutional funds to play catch up. For investors that missed out on the “mini Aug rally” (+7.1% MoM), we reckon the current market weakness could be the next boat to catch on the broader re-opening theme play. Our top picks have a recovery tilt –Maybank.

linges : analyst predicted the waiver of interest for loan moratorium will affect about 3.9% of Maybank profit for 4Q versus industry average of 5% impact.

GS for the past 6 months dropped 19+%....why why tell me why.

Yes, why why tell me why Genting Singapore drop these few days...shareinvestor88

The impact would be smallest for Malayan Banking Bhd (Maybank) at 3.9 per cent as only 61 per cent of its loans are in Malaysia."

https://www.nst.com.my/business/2021/09/727736/banks-wont-be-seriously-impacted

Based on our calculations, the interest foregone for three months is less than 2.0 per cent of earnings. Even if we assume a higher loan moratorium take-up rate by the B50 segment, the maximum impact is more than 7.0 per cent," said Hong Leong Investment Bank Bhd (HLIB) analyst Chan Jit Hoong.

Chan said the damage would still lesser compare to the first automatic loan moratorium last year, while banks' financial year 2021 (FY21) profit base could be larger mainly due to lower provisioning levels.

CGS-CIMB Research analyst Winson Ng estimated the impact from the interest exemption would be about RM1.42 billion, which could be regarded as a one-off item.

"This would lower banks' net profits by 5.0 per cent. However, the impact would be smallest for Malayan Banking Bhd (Maybank) at 3.9 per cent as only 61 per cent of its loans are in Malaysia."

https://klse.i3investor.com/servlets/ptres/60808.jsp

Negative development but not likely to have significant impact to banks. Based on our calculations, the interest foregone for 3 months is <2% of earnings. Even if we assume a higher loan moratorium take-up rate by the B50 segment, maximum impact is <7%. From our analysis, Affin and BIMB would lose most while Maybank and CIMB are the least affected.

https://klse.i3investor.com/servlets/ptres/60808.jsp

Negative development but not likely to have significant impact to banks. Based on our calculations, the interest foregone for 3 months is <2% of earnings. Even if we assume a higher loan moratorium take-up rate by the B50 segment, maximum impact is <7%. From our analysis, Affin and BIMB would lose most while Maybank and CIMB are the least affected.

Discount I am waiting for :p

@choysun....opportunity comes....In US tonight, Las Vegas Sand and Wynn Resorts drop 8+ %.

tolle: I read comment from EPF....they say they are realigning their portfolio to maximize returns for their members...

....and from their report to Bursa....EPF have net sold PBB of 318M shares from November 2020 to September 2021.

@tolle....PBB got more retail shareholders....while MBB shares are mostly in the hands of PNB, ASB, EPF and old uncles and aunties....thus less knee jerk reaction....haha :p

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3192688

DRP fixed at 4.29

When the goverment is weak, bow to the demand from the other side and made VERY IRRESPONSIBLE decision.

Buying has been quite good lately, and from report, selling was mainly from EPF, PNB and ASB....if not, price would have been much higher.

I guess they are converting some of their DRP into cash to pay dividend to unit holders....when they are done with, price should be much higher.

sifu tolle...only can tell after a few days....haha :)

When the goverment is weak, bow to the demand from the other side and made VERY IRRESPONSIBLE decision....luckily not too many retail players own MBB, I guess.

When the goverment is weak, bow to the demand from the other side and made VERY IRRESPONSIBLE decision....

You are most welcome tolle sifu.

CIMB has launched one new Stock Linked Investment.

Stock : Maybank
Fixed Tenure :12 months
Coupon : 6%
Minimum investment : 50k
Offering Date 14-9-21 and 15-9-21

Knock Out : 105%
Knock In : 85%

This group is the targeted assistance provided to B40 who applied last year....small amount I guess.

https://www.freemalaysiatoday.com/category/nation/2021/09/13/equal-funds-but-only-for-mps-in-reform-pact/

The government will also attempt to negotiate with banks for an interest exemption for the bottom 50% of income earners who took the loan moratorium from October to December last year.

@jeffchan....for simple calculation, if your current average price is 8.00....after DRP, your average price should be 7.86 (8.00 minus 14 sen)...but since you are getting the DPR at a 3% discount....so your average price will become 7.859

https://www.nst.com.my/business/2021/09/726785/malaysias-largest-banks-unlikely-see-rising-npls-despite-shrinking-asset

KUALA LUMPUR: The six largest Malaysian banks' non-performing loans (NPLs) will unlikely increase sharply despite the expected deterioration in banks' asset quality, according to Moody's.

In a report today, the credit rating agency said most of the repayment assistance scheme's applicants could have sufficient financial capacity to repay their debt when the programme ended.

"We expect most of the loans under repayment assistance will remain performing when the six-month measure expires,"it said.

"At AMMB Holdings Bhd, Malayan Banking Bhd and RHB Bank Bhd, households whose income are at the top 20 per cent of the population account for more than half of retail loans under the scheme."

https://klse.i3investor.com/insider/substantialShareholder/1155/18-Sep-2020/498601_1091646408.jsp

1.58B shares......MBB on September 2020


https://klse.i3investor.com/insider/substantialShareholder/1155/09-Sep-2021/524131_1391203546.jsp


1.65B shares......MBB on September 2021....latest.

tolle : just to share EPF holding of one of your holding - PBB

https://klse.i3investor.com/insider/substantialShareholder/1295/03-Dec-2020/503959_967251515.jsp

16.3% or 3.163B shares on November 2020


https://klse.i3investor.com/insider/substantialShareholder/1295/10-Sep-2021/524160_1854670288.jsp

14 66% or 2.845B shares ...latest


.....meaning they NET SOLD PBB 318M shares during this period.

MBB 6 mths EPS 38 sen...Dividend 28 sen....Net Asset RM7.2016...share price 8.29

PBB 6 mths EPS 15 sen...Dividend 7.5 sen...Net Asset RM2.4361...share price 4.10

Tenaga 6 mths EPS 30 sen...dividend 22 sen....Share price 10.30

MBB 6 mths EPS 37 sen...dividend 28 sen....Share price 8.29

This numbawan stock is a SUPER BARGAIN !

1inges : I top up from 8.36 to 8.27....you are smarter than me...must call you...my sifu....haha....cheers...happy weekend.

Wow...sell queue 1.2m at 8.29 kena sapu...nice

We don't know what will be on 21-9-21....how to predict opening... haha...

My prediction on closing was based on the price movement during DRP 20....from announcement date till ex date, the price increase by 39 sen, which is the full dividend amount.

For those who want to buy, I guess it's better to buy now than after X dividend.

Closing price on ex date 8.28....my bet.

Come, come place your bet...see who got it correct :)