Dec 14 2019, 12:51 PM
QUOTE(cherroy @ Nov 28 2019, 04:41 PM)
Until market see rate cut prospect is diminishing, banks share generally are under pressure across.
Rate cut - NIM at risk to be lower.
With loan growth expected to be at low side, earning improvement won't be significant.
Those with good quality loan asset, the better side of story is single digit earning improvement.
While risk is NPL rise eat into earning or reduction in NIM that reduce the earning.
ABMB is the classic example what market is worrying on banking stocks, big rise in NPL or provision for NPL, that affect earning result.
cherroy, can I know is there any bluechips or dividends stocks on your radar now? As many bluechips are at their 10-yr lows.Rate cut - NIM at risk to be lower.
With loan growth expected to be at low side, earning improvement won't be significant.
Those with good quality loan asset, the better side of story is single digit earning improvement.
While risk is NPL rise eat into earning or reduction in NIM that reduce the earning.
ABMB is the classic example what market is worrying on banking stocks, big rise in NPL or provision for NPL, that affect earning result.
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