Vaccination is the way out ...it needs to accelerated. Some people quote Israel and NZ as examples.......check their population numbers? Also Israel is urban population as most migrated from Europe to take arab land

Tide Will change soon.....for sure matter of time

Masters.....like Libya or Iraq......the two countries were invaded by western colonialists. Myanmar is purely internal issue ....interesting that whilst Royinga were being murdered and terminated nobody really questioned the Democratic gov and Aung San Suu ?

Malaysia has lost the plot when it comes to ban on interstate travel for sure. Makes no sense when Selangor the biggest population centre people are moving all over the place, with most restaurants and shopping malls very busy. Schools opened with no social distancing ...in Selangor...so the infection rates low by world standards are not likely to go down ...what level have the infections rate got to get to before inter state travel is allowed? The infection rates will remain at 500-1000 level for some time...

Dithering and way forward not clear....U.K. opened up when infection rate and death rate is still higher than Malaysia...there is a danger that you do so permanent damage to certain sectors of economy ...people more likely to die from other factors than CV...we are reaching that point soon.

I simply see no logic have inter state travel ban. If you look at the resturants, shopping malls in Selangor they are jam packed! So the actual numbers of infections are not going to go down ...even if they do what is the the threshold for opening up interstate travel. I reckon there is no additional risk by opening up inter state as people are already movement around. Answer is to ensure people comply with social, distancing etc and for inter state travel get people to test before perhaps? Not to mention get people, vaccinated and educate them to do so.otherwise I can’t see way out.

Undervalued stock for sure

I went into KL to have lunch the restaurants are heaving ...shopping malls are full...this indicates that people are getting out and about ...interstate travel should be allowed becuase if people are already travelling within a state it does not make a difference Becuase you are relying on protocols being followed ...to reduce risk of infection...until vaccine takes hold...I can see big demand for travel everything opens up.

Strong indication yet that GST is very much on cards when the economy settles down as govt needs to source additional revenue from taxes. This will happen more earlier than we think...possibly as early as mid 2022

There is no doubt that CIMB results will be much better than 2020......this is a fact, to what extent is the only question. I expect CIMB to produce the best turnaround results and profit growth amongst all banks.....this will prompt price to rally....time to invest for that time which is not too far off....I expect better results to filter through 2nd half onwards. We are about to enter 2nd quarter.

I know witching hour Water Blower.....but it does not automatically apply to all markets .....some have more value than others because they have not recovered fully in the first place.....so what I am saying is many factors take into account...any correction will be short lived in markets that have not fully recovered in the first place!

I was also going to say generally market analysts are pretty useless in Malaysia ...usually it is best to do opposite to what they say...generally!

Water flower....what happened 19/3 it is going to drop....did you mean rise! Making crazy statements is not necessary...the fact is US has pumped in trillions printed money to support its economy it was top performing stock market in 2020 and early 2021...now if there is a correction in US yes it may impact some stocks in Malaysia but beucase the recovery has been limited some shares like CIMB Genting etc ...will rise because they are undervalued based on historic perspective ...and on forward looking basis.

Friday pocket money day for weekend .....market always suffers ....due to heavy retail action. Size of deals is indicator. Good time to buy for Monday rise.

Don’t agree with HILB re CIMB valuation ...it is undervalued and should be around 520 atleast if you factor wrote back of debt provisions ...most of these analysts have bias perhaps politically led!

Banks world wide are rising in valuation ...for example U.K. and US they have gone past pre Covid levels despite huge bad debt provisions....this is because economic recovery will be led by banks,...it is matter of time when Malaysia follows ..CIMB and RHB are well positioned for big recovery due to write down particularly true for Cimb ...

Working assumption is that interstate will start from April, whole of Selangor can’t be put on MCO it should be more focussed by district....many districts already very low .....more focussed vaccinations targeting exposed areas and working population is the answer...a Genting is well placed.

Working assumption is April will open up interstate that is!

Placement completed....market new of the placement .....shares will pause and then rally.

So much sold and yet price has been stable....shows underlying strength......interesting

More stimulus package to revive the economy good news....worse is over and soon interstate travel will be allowed ....sooner than we think ...Genting B has plenty movement upwards left! Accurate and see

Further ......financial injection announced worth 20b should be catylst for bank a shares in particular CIMB...it will rally amd is best placed of all banks to make significant recoveries in earnings...the price has not caught up with this fact....the management overlay will turn positive during 2021...wait and see.

If bonus issue is followed by new announcement such for example GST introduction ...the price will fly....as price would be seen as being cheap...eg 1 Rm rather than 2.

Bobocha...may be I don’t know Malaysian market but I know investment market. Bonus is a misnomer....as it suggests you get something more for nothing ...also not all companies who gave bonus shares went up.....there may be some early rise in price due people not understanding. Let’s see

Bonus issue makes no difference as the price is adjusted...value before and after bonus issue remains same! The reason to issue bonus issue is attract more trading in shares and lower price makes the, more attractive.

ExD today.

It would be irresponsible for bank to pay out excessive dividends before it repairs its damaged balance sheet. Very sensible. Besides FDI is not necessarily linked to dividend income, capital growth is important as well. If bank recklessly pays out high dividend may actually increase risk and dent confidence.

Tomorrow ExD ...so we may se selling ahead if investors prefer not to take income. Last day today for div entitlement.

Should move up again after a breather ......good prospect for medium term...we know that any correction will be temporary...question is how much to top up..that’s all!

Until the pp investors dispose of their their share allocation the price is not going anywhere quickly.

Surprised to see selling ...5 + is on....worldwide financials rallying .....let’s keep pushing to target level

Momentum to take it to 6.10 on the cards....surprise to see some selling pressure at these levels....hold on, improving outlook ....

Volume up.....good news buyers other than EPF

Will rally strong toward 25 March....should be 6 plus!

CIMB has plenty left ...for sure, s all,profit taking and then move upwards and onwards. Target is 5.20

Genting has plenty left to go....small holders sleeping for some profit, trend is higher.

On the move soon will be touching 6 mark....

Yes PP is favoured route as it is quick and requirements are easier and with discount easier to get investors ...however questionable in terms of treating all shareholders fairly....I think the intention of PP subscribers need to medium time rather than get a quick return which can impact the share price. Perhaps there should be minimum period retention policy? Let’s see you may be right as funding is required of they tender for contracts which are capital intensive.

The west particularly the US pumps in trillions into the economy by printing money ...they can afore to that as credit agencies who mark sovereign debt are owned by them ....credit rating no matter remains solid...for that reason...som elf this money filters to emerged and emerging markets...the benefit will be felt.

Evidence is suggesting there is massive pent up demand for luxuries as well as activities such as gambling casinos, travel. In modern times the world has nit seen anything like this people are realising the need to enjoy and live the life .....so I see underestimation of pent up demand that will drive the entertainment travel industries ....we will see massive uptrend ...overshoot. Portfolio has to be positioned for this ...2021 3rd quarter / 2022 ...potentially peaking in 2022 year end.

Worldwide banks stocks have made significant recoveries despite rising bad debts.....the reason is that they had gone down a lot and now are seen as recovery stock with worst over. CIMB has plenty to make up...I can see 6+ on the cards running into 2022. Performance wise 2nd quarter results will see significant improvement. Time to drip feed better than FD.

Danny Archer, I think you may be right. If they want to raise capital I hope it is Rights issue rather than PP...even though RI is time consuming and there are more requirements to be met but much fairer to all shareholders. Let’s see ..the other explanation is that Yinson is below people’s radar and EPF have been disposing investments to fund withdrawals totalling MYR 19.2 b. Let’s see I expect a rally of sorts ...next 3 weeks

Chee Kay...market is forward looking and no doubt CIMB will come back stronger than any other bank in Malaysia...during 2021, they will outperform other banks due to release of management layers of additional bad provisions....possibly the strongest recovering quarter would be 2nd quarter onwards. Price could overshoot to 6+ it is a strong possibility. Also govt institutions will pile in.

DannyArcher....sure there is that risk, given their balance sheet and funding required for additional contracts they will get during the course of 2021...if they do require funding I would prefer rights issue....as this would give equal opportunity to all shareholders as opposed to some. Perhaps their is an expectation to get funding.

Yinson is doing the right thing getting into renewable energy whilst still bidding for traditional OG contracts ...big order book and this year get another one in Brazil. All these are relatively long term contracts. Yinson is a leading company in its field with no hanky pankh director / owners constantly dealing in its own shares.

Low volume is creating volatility .....epf keeps disposing as it has obligations to realise assets to support additional payment brought about as a result of CV. That said I expect investment coming back into Hinson before annual results...retail investors need to wait ...this is unlike Serba which had 2 PP ..which is being u wound ...by those who got PP. making a healthy return on discounted price.

June1920 what delusional retard. Which stock has gone up everyday? Serba definitely not! I still can’t get over the fact you talk so much and don’t know difference between pp and RI? Elementary...dear Watson! You are one brain washed dumbo ...can’t appreciate or don’t want to appreciate what is actually happening! Keep looking at the screen whilst u earn few cents!

CIMB will not take Ammb....for sure no need to.

All Indian talk a lot ...so what’s the difference?

CIMB should rally soon....near 5 mark for sure.