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 Traders Kopitiam! V6

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gark
post Dec 3 2014, 10:41 AM

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QUOTE(johnnyzai89 @ Dec 3 2014, 10:40 AM)
waa apa jadi with Tiger Bank?
*
Discount.. about time to fall... rclxms.gif
gark
post Dec 3 2014, 10:43 AM

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QUOTE(johnnyzai89 @ Dec 3 2014, 10:42 AM)
LOL because of bad economy sentiment?

Alot of defaulters next year?
*
Those working for OnG... brows.gif brows.gif brows.gif
gark
post Dec 3 2014, 10:47 AM

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QUOTE(Pink Spider @ Dec 3 2014, 10:45 AM)
I wanna bail out of Tiger Bank liao sad.gif

AEON Credit
Axis REIT
CCMDBIO

suggestions? icon_question.gif
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Contrary.. i wanna masuk tiger bank.. laugh.gif laugh.gif

Aeon looks delicious.. but dono if can sustain momentum

Axis is overpriced, its an industrial/office reit.. at bad times.... whistling.gif

CCMBIO earnings too erratic for my taste..
gark
post Dec 3 2014, 10:48 AM

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QUOTE(johnnyzai89 @ Dec 3 2014, 10:46 AM)
What about YTL Reit?
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That one is robber REIT.. tongue.gif
gark
post Dec 3 2014, 10:50 AM

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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

Axis start to look boring, too

CCMDBIO net margin 40%+. but growth rate slow/erratic, true

Top up Tiger Bank? sweat.gif
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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...

And NPL is beginning to show.. most probally loan to dodgy GLC's laugh.gif
gark
post Dec 3 2014, 10:54 AM

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QUOTE(Pink Spider @ Dec 3 2014, 10:52 AM)
...and u wanna buy in? rclxub.gif
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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
gark
post Dec 3 2014, 10:55 AM

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QUOTE(johnnyzai89 @ Dec 3 2014, 10:53 AM)
haha catching falling knifes

tongue.gif
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And... get stabbed in the hand... sweat.gif
gark
post Dec 3 2014, 10:57 AM

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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.

- 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.
This post has been edited by gark: Dec 3 2014, 10:58 AM
gark
post Dec 3 2014, 11:03 AM

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QUOTE(Pink Spider @ Dec 3 2014, 11:02 AM)
Ok, I'm getting out. Divvy was the determining factor in buying. sleep.gif

*bite hand*
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Lol.. dont panic sell .. think properly first. laugh.gif
gark
post Dec 3 2014, 12:17 PM

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QUOTE(yhtan @ Dec 3 2014, 12:11 PM)
No money still can expand laugh.gif

What a brilliant idea to turnaround, i think Khazanah should hire him as MAS CEO tongue.gif
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Later say need rights issue for 'expansion'... whistling.gif
gark
post Dec 3 2014, 12:54 PM

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QUOTE(the99percent1 @ Dec 3 2014, 12:38 PM)
down down down, prices are down!
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Good buying opportunity mah.. rclxms.gif tongue.gif
gark
post Dec 3 2014, 03:29 PM

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If these sell down continue.. have to start breaking FD... sweat.gif
gark
post Dec 3 2014, 05:19 PM

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QUOTE(duckaton @ Dec 3 2014, 04:13 PM)
you got help to sell down the market or not?
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Nope.. break FD.. buy more. tongue.gif
gark
post Dec 3 2014, 05:41 PM

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QUOTE(Pink Spider @ Dec 3 2014, 05:21 PM)
Buy what? sad.gif

Looking at Malaya Flour, AEON Credit...

Maybe top up Karex the Condomman...exporter...economy bad, stay home have sex...condom sales up! laugh.gif
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Still shopping around.... got several targets.. haven't shoot yet. tongue.gif

But getting ready ammo... wink.gif

This post has been edited by gark: Dec 3 2014, 05:41 PM
gark
post Dec 4 2014, 10:12 AM

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QUOTE(tnang @ Dec 3 2014, 09:41 PM)
All my oil counter. Mhb, umwog, icon, carimin, gone, fgv also gone, no hope liao
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When there is blood on the streets... brows.gif
gark
post Dec 4 2014, 10:13 AM

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QUOTE(holybo @ Dec 3 2014, 05:44 PM)
report here when u make purchase.. i'll always follow you  tongue.gif
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Follow follow.. go to holland then you know... tongue.gif

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.. sweat.gif

This post has been edited by gark: Dec 4 2014, 10:14 AM
gark
post Dec 4 2014, 10:15 AM

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QUOTE(Pink Spider @ Dec 4 2014, 09:34 AM)
YTL Corp...anyone?
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vmad.gif vmad.gif vmad.gif

That counter trapped me for quite a while liao...

Never believe the boss... same as VT one..

This post has been edited by gark: Dec 4 2014, 10:17 AM
gark
post Dec 4 2014, 10:18 AM

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QUOTE(Boon3 @ Dec 4 2014, 10:17 AM)
Are you is not the other around? tongue.gif

ie you trap the fella? laugh.gif
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Ha... same lah... the stupid counter no move one.. for years and years..

Dont play... tongue.gif

This post has been edited by gark: Dec 4 2014, 10:20 AM
gark
post Dec 4 2014, 10:21 AM

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QUOTE(Pink Spider @ Dec 4 2014, 10:18 AM)
laugh.gif

I'm withdrawing some cash from my trust, move back to unit trusts. Dump more into ASEAN+HK equity fund.
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So fast capitulate already meh...?

opportunities are only beginning to shine.. rolleyes.gif
gark
post Dec 4 2014, 10:23 AM

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Stupid KLCI U- turn again lmao... 3rd time in a row... laugh.gif laugh.gif laugh.gif

People really no confidence liao, naik a bit, panic sell... rolleyes.gif

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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