QUOTE(johnnyzai89 @ Dec 3 2014, 10:40 AM)
Discount.. about time to fall... Traders Kopitiam! V6
Traders Kopitiam! V6
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Dec 3 2014, 10:41 AM
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#101
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Dec 3 2014, 10:43 AM
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#102
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Dec 3 2014, 10:47 AM
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#103
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QUOTE(Pink Spider @ Dec 3 2014, 10:45 AM) Contrary.. i wanna masuk tiger bank.. Aeon looks delicious.. but dono if can sustain momentum Axis is overpriced, its an industrial/office reit.. at bad times.... CCMBIO earnings too erratic for my taste.. |
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Dec 3 2014, 10:48 AM
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#104
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Dec 3 2014, 10:50 AM
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#105
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QUOTE(Pink Spider @ Dec 3 2014, 10:49 AM) AEON marketing and penetration of motor financing and ezi payment is good, esp pairing with Jusco Just read up more... Tiger bank drop because it's indon unit gonna have a MASSIVE rights issue, so concern if the dividend is sustainable...Axis start to look boring, too CCMDBIO net margin 40%+. but growth rate slow/erratic, true Top up Tiger Bank? And NPL is beginning to show.. most probally loan to dodgy GLC's |
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Dec 3 2014, 10:54 AM
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#106
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QUOTE(Pink Spider @ Dec 3 2014, 10:52 AM) Looking first.. not buy in .. think more weakness to come.. read below.. QUOTE A spike in the construction segment’s gross impaired loans to RM1,158mil in 3QFY14, from RM309mil in 2QFY14. This came from one large group of companies involved in construction of shipbuilding in Malaysia. We understand there is some loan loss provision made for the shipbuilding construction impaired loan. But, there was a large increase in loan loss provisioning for Maybank’s 78.98%-owned Indonesian subsidiary, PT Bank Internasional Indonesia Tbk’s (BII). We estimate the loan loss provision for BII to have more than doubled to RM206mil from RM99mil in 2QFY14. To match back the loan loss cover to 107.7%, we estimate an additional loan loss provision of RM784mil. In our view, this provides some indication on the portion of that has not been provided for. This post has been edited by gark: Dec 3 2014, 10:59 AM |
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Dec 3 2014, 10:55 AM
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#107
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Dec 3 2014, 10:57 AM
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#108
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More on tiger bank... dividend sustainable kah?
QUOTE Malayan Banking Bhd’s (Maybank) 78.98%-owned Indonesian subsidiary, PT Bank Internasional Indonesia Tbk’s (BII) has announced details of its rights issue over the weekend. This post has been edited by gark: Dec 3 2014, 10:58 AM- The company announced that shareholders have approved its plan to conduct a rights issue (Rights Issue VII) to its existing shareholders, to raise approximately Rp1.5 trillion (about USD123mil or RM405mil) of Tier 1 capital, at the EGM of BII on 28 November 2014. - The Rights Issue VII entails the issuance of 6,774,684,073 new ordinary shares on the basis of one (1) new ordinary Share Class D for every nine (9) existing shares which are recorded in BII’s shareholders’ list on 10 December 2014 at 4pm with nominal value of Rp 22.50 and at an offer price of Rp 221/share. - Based on September 2014, the proforma capital adequacy ratio after rights issue will improve from 14.17% to 15.55%. The company said the rights issue is to support business expansion. - BII’s rights issue is a surprise to us. Nevertheless, based on Maybank’s stake of 78.98%, we estimate that Maybank will need to set aside USD98mil, or RM320mil to subscribe for the rights issue. |
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Dec 3 2014, 11:03 AM
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#109
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Dec 3 2014, 12:17 PM
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#110
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Dec 3 2014, 12:54 PM
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#111
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Dec 3 2014, 03:29 PM
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#112
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If these sell down continue.. have to start breaking FD...
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Dec 3 2014, 05:19 PM
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#113
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Dec 3 2014, 05:41 PM
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#114
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QUOTE(Pink Spider @ Dec 3 2014, 05:21 PM) Buy what? Still shopping around.... got several targets.. haven't shoot yet. Looking at Malaya Flour, AEON Credit... Maybe top up Karex the Condomman...exporter...economy bad, stay home have sex...condom sales up! But getting ready ammo... This post has been edited by gark: Dec 3 2014, 05:41 PM |
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Dec 4 2014, 10:12 AM
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#115
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Dec 4 2014, 10:13 AM
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#116
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QUOTE(holybo @ Dec 3 2014, 05:44 PM) Follow follow.. go to holland then you know... It's a bit risky for those who work in OnG AND invest in OnG.. if got any 'winter melon tofu'.. you lose on both ends.. This post has been edited by gark: Dec 4 2014, 10:14 AM |
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Dec 4 2014, 10:15 AM
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#117
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Dec 4 2014, 10:18 AM
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#118
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Dec 4 2014, 10:21 AM
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#119
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Dec 4 2014, 10:23 AM
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#120
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Stupid KLCI U- turn again lmao... 3rd time in a row...
People really no confidence liao, naik a bit, panic sell... This time blue chip lead the selldown wor... This post has been edited by gark: Dec 4 2014, 10:25 AM |
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