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 Ultimate Discussions of ASNB Fixed Price UT, Magical UT only in Malaysia

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coolguy_0925
post Oct 29 2025, 09:51 PM

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QUOTE(nexona88 @ Oct 29 2025, 09:46 PM)
Next year ASM1 5bil offering don't know how long can last....

Hopefully got limit per account.... If not, confirmed 1 day habis sapu licin one 😁 No chances for others... Not forgetting MyASNB down @ offline because  overloads with millions of transaction per seconds
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If their ultimate objective is just to get cash asap, no limit & will defo meet their objective very fast

If they want more people to be able to take part, better impose limit
coolguy_0925
post Oct 29 2025, 10:00 PM

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QUOTE(nexona88 @ Oct 29 2025, 09:54 PM)
Any chances of part of the 5bil $$$ going into US equities??  Since I read we need to invest some $$$ there as per agreement signed....

All into Bursa or local seems illogical πŸ˜‘
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When I read the news this also came into my mind but only they will know whether this will involve ASM

But like this also contradicts his previous directive already

One hand asked to up local investment to 70% (this is for EPF)

Now one hand signed with Trump to invest in US

grin.gif
coolguy_0925
post Oct 29 2025, 10:55 PM

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QUOTE(nexona88 @ Oct 29 2025, 10:39 PM)
Well... News report mentioned about GLC & GLIC getting involved...

My knowledge it's involved PNB, EPF, Khazanah, TH, LTAT & KWAP too.... So all these combined their $$$ to invest there....

That 70% should be void as for now probably πŸ€”πŸ§

Anyway...
More foreign exposure is better... Because Their Returns is higher....

I remember PNB boss or EPF??? Complaining that local companies growth is "stagnant" over the decade..... Ask all of them to buck up & perform above average.......
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This? grin.gif

Abdul Rahman pointed out that the FBM KLCI’s total shareholder returns over the last 10 years were β€œanaemic” at below fixed deposit rates.

[Source]
coolguy_0925
post Oct 30 2025, 08:58 PM

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QUOTE(nexona88 @ Oct 29 2025, 11:27 PM)
Ahhhh.... This one....

See... PNB boss also already making noise.... Which could mean PNB & it's UT funds under it might be looking outside of the country..... Near term... Now stronger with the agreement signed up recently..... More reason to invest in US equities or Bonds 😁
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In the same article also quoted that he mentioned

Abdul Rahman said PNB has also undergone significant transformation, moving from a predominantly domestic investor to an increasingly global, multi-asset investment house.

So the hope is there, providing that...
coolguy_0925
post Oct 30 2025, 10:27 PM

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QUOTE(nexona88 @ Oct 30 2025, 09:20 PM)
Let's see next year ASM1 dividends can maintain 5% or not....

And later ASM 2 & 3 (increase to 5% or not)...
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If they want breakthru from 4-5% they have to really walk the talk

Otherwise, open more units and bloat the fund size to keep feeding KLCI = bangwall.gif
coolguy_0925
post Nov 2 2025, 04:21 PM

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QUOTE(nexona88 @ Nov 2 2025, 11:45 AM)
It's kinda "full time job" to spam tikam2 buying up ASMx units....

Because most time, Zero units available if you try randomly....
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More confidence for ASNB to issue the additional units under ASM fast grin.gif
coolguy_0925
post Nov 2 2025, 08:49 PM

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QUOTE(nexona88 @ Nov 2 2025, 07:53 PM)
As long FD rates lower than ASMx rates....

Don't really need to worry much.... Because there's no others alternative for low risk high liquidity assets types....

EPF is one, but not highly liquid???
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PLUS: too many goal shifting possibilities
coolguy_0925
post Nov 3 2025, 08:39 PM

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QUOTE(nexona88 @ Nov 2 2025, 09:10 PM)
Ahhhh... Yes.

Totally forgotten about the discussion ya....

But ASMx also not so secure too... There's might be changes too... But I think process could be longer & need unitholders approvals for major decisions on the funds??  SC approval also needed....
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Actually I am not too worried

Because, imagine if it happens then all become VP fund

I believe by then myasnb will be very easy to hit 30,000 units per try anytime grin.gif
coolguy_0925
post Nov 3 2025, 09:32 PM

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QUOTE(nexona88 @ Nov 3 2025, 09:13 PM)
Personally I don't think would converted into VP fund...

Because they know it's would more issues πŸ˜”

Anyway...
January or February should be available "big amounts" of ASM1 units 😁
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Yup more like a procedure and up for renewal with SC only

Those lazy to tikam monthly can keep bullet and one shot hantam by then, if no limit per account
coolguy_0925
post Nov 14 2025, 03:55 PM

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QUOTE(Chinus @ Nov 14 2025, 11:05 AM)
Any expert can advice us when age of 55 years old and you are holding RM1mil networth, where do you park you saving/investment (extremely safe).
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I plan to start moving over when nearing 55

One is for better return and another is for easier and FREE nomination and distribution

But plan is subject to change as I am still keeping an eye on EPF return vs ASM, hopefully EPF will keep its pace

This post has been edited by coolguy_0925: Nov 14 2025, 03:55 PM
coolguy_0925
post Nov 24 2025, 08:21 PM

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QUOTE(nexona88 @ Nov 24 2025, 03:41 PM)
Seems like ASNB funds especially ASM 2 have some increased their foreign investment exposure....

From the usual 20% - 23% for years to current 27%+

Was expecting more.... But it's good decision & strategy....

In 2026, I'm looking forward for at least 30% 😁
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Good info, thanks!

At least they walked the talk now

Hopefully will further push their competitiveness, back to ASNB glory days or at least near EPF div %

QUOTE(nexona88 @ Nov 24 2025, 05:02 PM)
Now only they realized cannot be too focused on local investment....

And yeah... Looking forward & hoping for better return future on... Fingers crossed 😁
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Yes took them a while to react

But they have no choice either

With the increasing fund size it's gonna dilute the low % further and no longer competitive later
coolguy_0925
post Dec 9 2025, 10:48 PM

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QUOTE(nexona88 @ Dec 9 2025, 10:43 PM)
ASB1 dividends speculation started...

6% is the number flying around as per article posted...

5.5 - ordinary dividends

0.5 - Bonus

https://www.utusan.com.my/nasional/2025/12/...6-0-sen-seunit/
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Last year 5.5 + 0.25

This year 5.5 + 0.5

aiyoyo ordinary stagnant not really a good news for ASM
coolguy_0925
post Dec 9 2025, 11:18 PM

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QUOTE(nexona88 @ Dec 9 2025, 10:51 PM)
Maybe final one could be 5.75 + 0.25 😁

Whatever the ratio.... In end... Totally it's 6% also πŸ’ͺπŸ’΅πŸ€‘
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Just hopefully we also can see this growth in ASM grin.gif
coolguy_0925
post Yesterday, 11:07 PM

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QUOTE(MattSally @ Dec 10 2025, 08:38 PM)
Agreed. If the total return is at least 6% then all ASMX funds in 2026 should return at least 5% and preferably a bit higher.
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Same here, still hoping to see a slight improvement for ASM 5.25%, and ASM2 5.00%

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