Welcome Guest ( Log In | Register )

Outline · [ Standard ] · Linear+

 MayBank shareholder Group

views
     
Boon3
post Aug 5 2020, 04:31 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(prophetjul @ Aug 5 2020, 04:21 PM)
Yes. Yes. i bought during the fall.  And yeah you need some capital. PLus holding power and patience.
*
... and then.... maybank not in crisis 'prices' yet, yes?
I dun see the logic in buying so gung ho now....
cos.... we still dun know the impact of the MCO lockdown impact .... how badly did it really hit?
but most important for the banking sector, how badly will the NPL be?
moratorium would probably see a one off issue....

Boon3
post Aug 5 2020, 04:32 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(bronkos @ Aug 5 2020, 04:25 PM)
what's your current average price?
*
not quite same comparison...
his purchases was during a banking crisis...
which meant substantially low prices....

Boon3
post Aug 5 2020, 04:49 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(prophetjul @ Aug 5 2020, 04:40 PM)
Not sure what crisis prices will be.  biggrin.gif

Yeah....no need to be so gung ho. It has not really corrected like last time. Biting a bit here and there wont hurt.
*
Capital my friend....

1,000 shares here and there ..... is a lot of money .... sweat.gif
Boon3
post Aug 5 2020, 07:13 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(prophetjul @ Aug 5 2020, 05:55 PM)
my only issue here is the reaction to the impending bad quarters due to Covid 19.

And the P/NAV is still pretty high.
*
Well... exactly .... the impact of the shutdown of business and the potential is a huge Q mark.
Which is why I am here...questioning the wisdom of being Maybank now...


Anyway 2009.... long way from home. laugh.gif


user posted image

But you have to have the capital reserves to average down in 2009... and some balls too... laugh.gif

Boon3
post Aug 5 2020, 07:21 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(prophetjul @ Aug 5 2020, 07:17 PM)
Actually timing was great.
I was out of the market since for a bit. So there was savings to mop up some nice shares at the sell off.

Always good to have a warchest ready always.
Therefore, took some off the table at Rm9.
*
....timing?

Nah... you were destined to profit from the investment laugh.gif
Boon3
post Aug 27 2020, 01:41 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(Boon3 @ Aug 5 2020, 01:16 PM)
Just an experiment (or as they call it PAPER TRADE) in which I will just mark down in my 555 book.

Like you said, buy now and sell after ex-date.

So I have recorded in 555 book, 1000 shares at 7.50.

* based on recent years , div went ex on Oct/Nov

** expected dividend for the coming interim dividend is between 23 to 25 sen

** Wah. You reckon can get 900 profit?
*
QUOTE
Maybank also said due to the fluidity of the current environment due to the Covid-19 pandemic, Maybank will continue to prioritise capital and liquidity preservation. It did not propose an interim dividend for the six month period ended June 30 as “we are just beginning to emerge from the pandemic”.


https://www.thestar.com.my/business/busines...f-rm9417m-in-2q

.... and we shall see how the market reacts....


Boon3
post Aug 28 2020, 12:25 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(Boon3 @ Aug 5 2020, 01:16 PM)
Just an experiment (or as they call it PAPER TRADE) in which I will just mark down in my 555 book.

Like you said, buy now and sell after ex-date.

So I have recorded in 555 book, 1000 shares at 7.50.

* based on recent years , div went ex on Oct/Nov

** expected dividend for the coming interim dividend is between 23 to 25 sen

** Wah. You reckon can get 900 profit?
*
Time to mark this out as a loss at 7.42.

1. Although it's a paper trade, I shall strike the trade out at 7.42. A loss of 8 sen.

2.The whole idea apparently was enter the stock and profit from the interim dividend. Sell the stock b4 the stock goes EX.

and as personally witnessed in other stocks, such plays are risky. And in the supposedly most safest dividend play stock, this play failed.

3. The whole idea for the trade is just wrong and it would be even more wrong for me to start looking for a reason and turn the trade into an investment. Yup, although it's a fake, I cannot and will not cheat myself. Pointless ya.. Man up. Own up to the bad trade.

4. Habis cerita.

smile.gif


Boon3
post Nov 27 2020, 07:07 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(HereToLearn @ Nov 27 2020, 01:33 PM)
Now, MBB result and share price are both almost back to pre-covid. This implies that MBB share price is almost fully valued.

If you are happy keeping this as long term dividend stock, stay invested. If you want more gains, start buying other undervalued banks that still have a lot of room before going back to pre-covid price

Assuming no more profit allocated to loan loss provision next quarter,
With a 50% payout ratio, expected dividend would be 30.675 cents. Expecting next Q will get another 17 cents. As of current share price of 8.15, DY% = 3.76%.

Next year should return to normal higher DY% IF no sudden earnings shock here and there
*
In the QR, the dividend proposed is only 13.5 sen....
Boon3
post Mar 4 2022, 02:02 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(zstan @ Mar 4 2022, 01:56 PM)
Best investment over past 2 years.
*
laugh.gif

Statements like that very inviting to.......
Boon3
post Mar 4 2022, 02:14 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(zstan @ Mar 4 2022, 02:10 PM)
only for those who bought at RM7 i guess:P
*
laugh.gif

Last 2 years kayel market so bad.... meh? tongue.gif
Boon3
post Mar 4 2022, 03:31 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(kiien_kyan @ Mar 4 2022, 03:25 PM)
the time when many "sifus" advised newbies do not touch bank stocks because we never know when pandemic end.
but then once vaccine news came out, we never got the chance to see RM7..  sweat.gif
*
And that's the reason you cannot buy below 8?

And now the stock is how much?
Boon3
post Mar 4 2022, 03:36 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(tehoice @ Mar 4 2022, 03:33 PM)
Throw in a what if scenario.

Let's say, you save 1k every month, or buy 1 lot of MBB every month.

10 years later, what would it be like for this investor?
*
I did one before.... but based on the past 10 years...

with the investor having the hindsight to buy at the lowest possible price....





p/s .... the investor did not win. Bursa market really lousy ranting.gif

tongue.gif
Boon3
post Mar 4 2022, 03:38 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(AthrunIJ @ Mar 4 2022, 03:34 PM)
Sifu mau collect sendiri dulu while taichi to other stocks to newbies 👀🤣🤣😂😂
*
Actually what's this complain all about? LOL!

Before 2021... Maybank did trade below 8 for many months....

and now the price is 9+ ???


and ......err ..... err ............ lari ayam ah? innocent.gif laugh.gif
Boon3
post Mar 4 2022, 03:41 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(tehoice @ Mar 4 2022, 03:39 PM)
hahaha true true.

can I trouble you to run another simulation, not on MBB nor any of the hot stocks out there.

But on United Plantation, it is indeed a very boring stock with very low market liquidity, would you please?

Maybe we can move this particular conversation to your bwc tered. Resume conversation on this there.
*
I see if got time or not.... no promises.
Boon3
post Mar 25 2022, 10:08 AM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(zstan @ Mar 25 2022, 09:49 AM)
Everyday got news saying will hit Maybank. Previously Genting Hong Kong also. until today Maybank still hitting new records QoQ
*
and yet after all these bad news, Mayban still very strong... between 8-9 bucks! flex.gif

3 Pages < 1 2 3Top
 

Change to:
| Lo-Fi Version
0.0217sec    0.52    7 queries    GZIP Disabled
Time is now: 25th November 2025 - 01:25 AM