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 MayBank shareholder Group

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river.sand
post Oct 9 2012, 12:14 PM

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QUOTE(htt @ Oct 8 2012, 12:52 PM)
MBB just done with a private placement... raising RM3b+... for what purpose? hmm.gif I think the Basel III things are bullshit... Got prawn? Lobster or rotten crab?  hmm.gif
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EPS will be diluted hmm.gif
river.sand
post Feb 12 2014, 02:16 PM

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What are the risks for Maybank, or banking sector in general hmm.gif

- higher RPGT, therefore fewer house buyers
- currency fluctuation (Maybank has overseas subsidiaries)
- ?

river.sand
post Feb 13 2014, 08:51 AM

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QUOTE(felixmask @ Feb 12 2014, 10:11 PM)
-BASEL III...international banking requirement.
http://www.bnm.gov.my/guidelines/01_bankin...2_nt_007_25.pdf
-Non Performance Loan- Commercial Loan those related to Gov project.
-Glass–Steagall Legislation
-Commodity Futures Modernization Act of 2000
-Subprime mortgage crisis- as our M'sia property appreciate in short period.
-Systemic risk Systemic risk

BNM Guidelines for M'sia banking sector aka Loop holes
http://www.bnm.gov.my/index.php?ch=en_refe...ce_index&ac=584
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Mind explaining in simple English?
river.sand
post Feb 27 2014, 04:29 PM

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Maybank dividend also down, despite higher earning sad.gif
31 sen (compared to 33 sen last years)
http://www.bursamalaysia.com/market/listed...cements/1550825]

river.sand
post Feb 28 2014, 02:39 PM

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QUOTE(Pink Spider @ Feb 28 2014, 02:18 PM)
Almost all ANALysts foresee upside, but how long will the current price weakness persist? It's been going on a downward channel lately.
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As I have mentioned before, MAYBANK's price is always at discount, regardless of what analysts' TPs are.
Maybe this is because investors are wary of GLCs...
river.sand
post Feb 28 2014, 02:57 PM

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QUOTE(Pink Spider @ Feb 28 2014, 02:46 PM)
So, is it good for buy-and-hold? unsure.gif
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I will buy for dividend, if the price is right. I don't expect the price to hit 11.80 this year.
river.sand
post Feb 28 2014, 03:25 PM

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QUOTE(Pink Spider @ Feb 28 2014, 03:15 PM)
So, how much is "right" for u notworthy.gif
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Maybe 9.48 before ex-date rolleyes.gif
river.sand
post Mar 3 2014, 08:57 AM

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best buy - 9.78 (200 lots)
best sell - 9.39 (1 lot)
hmm.gif


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river.sand
post Mar 4 2014, 11:31 AM

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Analyst of Maybank by Maybank IB...

This year's EPS growth is -5.5% sweat.gif
BTW, last year's EPS growth was just 4%, even though earning growth was 14%.


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river.sand
post Oct 16 2014, 04:41 PM

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This thread becomes active when the market drops rolleyes.gif

I am running out of cash sweat.gif
river.sand
post Nov 17 2014, 10:14 AM

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added more Maybank shares to my portfolio
9.54 搞唔死

This post has been edited by river.sand: Nov 17 2014, 10:18 AM
river.sand
post Nov 27 2014, 12:18 PM

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QUOTE(Pink Spider @ Nov 27 2014, 09:15 AM)
Latest quarterly financials, not so pretty hmm.gif
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Near term outlook for banking not so great...
river.sand
post Dec 13 2014, 08:23 AM

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QUOTE(leskali @ Dec 13 2014, 08:04 AM)
Anyone have any idea why Maybank shares dropped recently?
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Maybank's clients include some OnG companies...


river.sand
post Dec 15 2014, 09:15 AM

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QUOTE(felixmask @ Dec 15 2014, 09:04 AM)
do u hv break down which is OnG,

i only found breakdown by Commercial, Residential, Hire Purchase, Personal loan.....

frm RHB & Kenaga
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hmm... no
river.sand
post Jan 9 2015, 02:16 PM

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QUOTE(AVFAN @ Jan 9 2015, 10:45 AM)
maybank definitely spooked by this 1mbd thingy. other banks seem to be infected too!

there is also the bigger question of low oil price - how much is maybank and other banks' exposure to o&g cos. like armada, skpetro, icon? oil price likely to stay at 50-55 for a year or 2... what damage to these banks?

hope to get some comments, any link to read, thanks.
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Kenanga's ANALyst report...



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