Posted by RainT > 2016-07-27 21:58 | Report Abuse

Banking stocks are you sure ??

Posted by Icon8888 > 2016-07-27 22:01 | Report Abuse

Not sure. Trial and error. If doesn't work, or better alternatives surface, will dump it

Posted by RainT > 2016-07-27 22:02 | Report Abuse

Why not am bank ?
Ambank is much better than cimb

Posted by Ricky Kiat > 2016-07-27 22:11 | Report Abuse

sifu icon888, waiting u about bjland article. (^o^)

Posted by Cimb > 2016-07-27 22:11 | Report Abuse

CIMB cheaper than Ambank. Will give dividend in-specie CIMB Niaga soon.

Posted by RainT > Jul 27, 2016 10:02 PM | Report Abuse
Why not am bank ?
Ambank is much better than cimb

Posted by Icon8888 > 2016-07-27 22:13 | Report Abuse

RainT I bought both AmBank and CIMB

Next article will be AmBank

Posted by Icon8888 > 2016-07-27 22:13 | Report Abuse

Ricky I am 70% done with my BJ land article

Posted by Icon8888 > 2016-07-27 22:14 | Report Abuse

CIMB Niaga free shares is about 1% dividend yield only, no big deal

Posted by Cimb > 2016-07-27 22:21 | Report Abuse

CIMB Niaga is special dividend. CIMB half yearly dividend will still be given.

Posted by Icon8888 > 2016-07-27 22:28 | Report Abuse

Yes. I agree

Posted by Ricky Kiat > 2016-07-27 22:29 | Report Abuse

waiting.....(^o^)

Posted by ongkkh > 2016-07-28 06:52 | Report Abuse

Hello Icon, Maybank also has large exposure in Indonesia but no such impairment losses. From this point of view, CIMB does not manage well in the past few years.
Beside CIMB and AMBank, no other banks in your portfolio?

Posted by Ricky Yeo > 2016-07-28 07:35 | Report Abuse

I like Affin

Posted by Icon8888 > 2016-07-28 07:46 | Report Abuse

ongkkh I hold Bimb wa as well

Posted by duitKWSPkita > 2016-07-28 07:52 | Report Abuse

爱空八八八八兄，

您投资在"喜哀掩蔽"

居然它经超掩蔽我们永远看不到它会赚钱。。。 哈哈哈

Posted by Icon8888 > 2016-07-28 07:54 | Report Abuse

: )

Posted by duitKWSPkita > 2016-07-28 07:56 | Report Abuse

H很难看到喜或哀

Posted by duitKWSPkita > 2016-07-28 07:59 | Report Abuse

Hahahha. Dunwan tease u la

U are great indeed. Following economic cycle during recovery the trend is for banking.. To be more specific Finance investment will overbeat market. They are such as TA, INSAS, KAF, APEX etc.....

Good job bro.

Posted by VenFx > 2016-07-28 08:08 | Report Abuse

I love Insas for its laggard play, after race for Financial ciunter.
In the meantime, waiting is the key.

Posted by SALAM > 2016-07-28 08:54 | Report Abuse

Hi Icon, between construction and banking counters, dont u think the former's future and earnings are more visible?

Posted by stockmanmy > 2016-07-28 09:01 | Report Abuse

Interest rate cut is positive for AeonCredit , negative for Cimb


Other than AeonCredit, the big gainer for this year for banks has been Rhb for the simple reason RHB has completed its capital raising exercise.

Posted by stockmanmy > 2016-07-28 09:03 | Report Abuse

Construction stocks........too obvious


Every year for the last 30 years, construction stocks have been the favorite stocks of analysts.

Posted by Icon8888 > 2016-07-28 09:05 | Report Abuse

Salam i think it boils down to Individual stock

Posted by RainT > 2016-07-28 13:27 | Report Abuse

Icon
Can't wait your article on ambank
Hehe

Posted by duitKWSPkita > 2016-07-28 13:36 | Report Abuse

爱空八八八兄，

"喜哀掩蔽"还可以买吗？

Posted by miketyu > 2016-07-28 13:51 | Report Abuse

Why not Maybank. It pays higher dividend

Posted by griezmann > 2016-07-28 22:41 | Report Abuse

Item 2C abt the CEO can forget it... You should his last interview before this one compare with what he said and the results... In fact if you look at what the bank has been saying past few quarters looking forward vs actual results you'd realise they r full of sh*t...

Posted by sg999 > 2016-07-29 00:07 | Report Abuse

wait rm4

Posted by greenapple14 > 2016-07-29 13:15 | Report Abuse

http://www.theedgemarkets.com/my/article/cimb-partners-middle-east-private-equity-investor-widen-distribution-network

Posted by yongch > 2016-07-29 21:54 | Report Abuse

Strong feelings below 4.0...juz wait n see!

Posted by shortinvestor77 > 2016-07-31 20:58 | Report Abuse

No way. QR of Maybank and CIMB in Indonesia are so good. It is already a turning point.