why they do that? UP is the only company that do this funny thing

wsb, ILP is a tax for the country. Most of the profits will be repatriated back to their home country
it's a kind of colonialism, as those products don't really generate reasonable yield for the holder.
Does Allianz get more allowance from the gov, because EU has increased investment in malaysia?

anyone know why the gov give so many license to Aeon malls & credit service?

wsb, can share where you get the fund size data?
how about GE?

anyone know why the quarterly & annual statistic shown in this website is not updated? it's dated back 2014

do you guys invest there as well?

ivanlau, what does those bloggers benefit from the post? is it advertising? I've been reading windscopo

GenM is much better than berhad. because berhad has many non performing asset, including gen sg, which hogs up about half of the assets, without dividend. 10 years has lapsed, all the earning cannot be repatriated. need to reinvest with new theme park

for Petchem type of industry, the most expensive cost is feedstock. If Petronas carigali can subsidize Petchem, can it become the top player in this region? since there are no other companies like this.
Petamina is not ready & doesn't have complete up & downstream

Is Allianz popular? I seldom see their ads in malaysia. Mostly see great eastern & prudential. Do they sell to common people? or mainly target the corporate side?

the fact is their management is really better than ours. we remain at the friend-friend thinking. too much personal relationship in business

orang putih print money. their rate of return at their home is low. so they can use their printed money to buy our thing here

up_down, thanks for correcting my error. any idea why sgd will not fall, as it's offering so poor FD compared to USD rate of 5%

FF themselves are orang putih

would you buy Takaful more, or Allianz?

obs, could you please share why takaful has growth potential? is it because most people are not insured?

Up_down, sg banks will likely to have negative net interest margin.
The Fixed deposit rate is about 3.8%, but the mortgage is 3.7%. the banks could be subsidizing the property market to prevent a sharp correction.

Anyone can share analyst report, that compare the competitors of Allianz? I want to buy more, but worried about the growth potential of allianz, as it's a foreign company

there are more ports opening up in the region. eg, Carey island, Batam port, and possibly Kra canal
will that affect Westport earning in future?

stkoay, do you think public bank lost the growth potential? the revenue is almost flat for past 5 years
if so, i think it's overvalued, as people still price it like a growth stock

stkoay, why Maybank need to depend on foreigner to push up share price?
can't local institution & EPF buy them, as the dividend is so high. Much better than Fixed deposit

prudent, what's the max EPF can own?

prudent, why dont EPF buy more of RHB, it's paying 7% dividend. it can easily make 1%, if the payout to EPF holder is 6%

From the data, urea is about 30%. But what cause the net profit to drop so much, till it's the lowest in past 5 years?

Sslee, how many % of pchem's revenue come from Urea?

good, hope they continue to dump

Is RHB heavily exposed to any sector?

RHB so weak? fallen so much compared to Maybank & PBB.
PBB has lower dividend & poorer growth rate. even that can beat RHB

the market is really irrational

Any idea why the revenue is so high?
that means sales is very good. just cannot profit?

Is there any advantage for EPF to be the largest shareholder for RHB?

public bank has quite poor revenue growth for past 5 years. looks like the growth period is over
but the share price remain high. people are still stuck with the old belief that it's a growth stock

but large pension fund should have spotted this. It can't stay so cheap?
especially the book value is over $7. it's like lelong price now

Any idea why RHB pay so high dividend, and yet the share price is so low?

85% of this company is owned by gov & gov linked companies. Any idea why they don't take it private?

the DRP price is absurd low. but it's good for larger shareholders

masterus, why this issue resurface after so long? it should have settled in 2018

For Maybank EMPLOYEES SHARE GRANT PLAN up to 3.5% of ordinary share
does this happen within 1 year? so we will get diluted by 3.5% in 1 year?

Why the share price is so cheap? the assets are worth much more. We have high inflation recently & GenM share price didn't even catch up. It's still cheaper than pre-covid times

Sslee, why do want to buy this kind of low margin business?

instead of playing with market price, wouldn't it be easier if EPF just get RHB to do private placement for new shares, at steep discount?

If Petronas can supply cheap or free feedstock to Pchem, that will make it's product very competitive in the region?
Probably no competitors in Asean?

AxeCap any idea why PetGas want to increase gearing? there's no point for them to take up so much debt
as they are a low capex business

observatory, do you think RCE is undervalued now?

Berlin, does EPF has any policy of ensuring more citizens get a share of good companies?
that could be the reason why they keep selling.
this can promote more people to be interested in the stock market, and help new companies raise fund in future

Berlin, thanks for sharing the important info.
any idea why their shares is unappreciated? with such high dividend yield and growth prospect, it should attract many pension funds & retirees.

Treetop, appreciate if you could share how the bank has improved in strength over the years. In my memory, RHB was perceived as a very weak bank decade ago.
What major change has made it strong today? thanks

Treetop, any idea why RHB decide to pay out much higher % of profit as dividend recently?
in the past, they pay very little %. thanks

why would people rather buy public bank than RHB? obviously rhb is more value for money

I see that the Total share increase about 2% per year, for past 10 years.
Does the REIT pay the management by issuing 2% extra shares yearly?

Anyone knows how much is the reduction?
If reduce 3%, but volume is up 10%, Petgas still earn more