Cimb pays a whopping 2.3X BV for Thai Bank. But Thai Bank is writing down Debt from Foreign
collateralised Debt And Trading at 3.09BV later. 2015 result shows profit is not growing but
dropping instead. Cimb Indonesia is reporting 22% drop in profit 2014. And now in August 2014
Cimb wants to merger with RHB. As one banker puts it, they try to cover Indonesia losses by
merging with RHB--(1.38X). All I can say is Cimb is trying to expand to cover up losses And this
Only works when economy is expanding.
If Najib steps down, there is One word from Lehman Bros---Not too Big to failed.

Why Azmin is pressuring Puncak And say nothing about Splash? Maybe he knows something
about Puncak that we don't Know. As far as I know, during Umno period land is loan to rather
than sold. But you don't owned the Land--No Title. So maybe Puncak has built structures on
land he doesn't owned. How can you transfer Asset if you don't own the land--Strata Title??
Some monkey business. Just my opinion

RHB and OSK move in tandem. Strong correlation today

I have mention before syndicate might move into Puncak because RM1 dividend is a big
inducement to ikan bilis like us. The signal is flashing they are already here

KPS cranking engin bcos Puncak moves

Maybe MUFG will support at 5.20 (last time). When MUFG sells, local fund don't support.
When local funds sell, MUFG buys at very low ends. That the reason, i collect my pant and
leaves for Good.

Big Headed Potato is playing RHB. One day up One day down for collection

Break 1.55, we are in biz

Old man starts to move

The Edge rumour mill is on. Maybank has a vision----RHB

The Rumour Mill is on. The Edge reports that Senior Maybank officer is envisioning RHB
in Portfolio (yesterday news). But I think HongLeong Bank (dark horse) will get a leg start
first. HL's share price is higher than Maybank--whether Cash Call or Share swap is in his
favour. Mr Qwek has to prevent Cimb from swallowing his bank and also to remove one
pesky investor (dilute his shares) by cash call.

Forgot to say if you buy puncak, pls be warned that the post ex-date price will be lower than
you would expect ( lost the RM1 from price) and hold for a long time. Unless Puncak can
find New Biz fast in 2015 (just a dream from the AGM's annoucement)

Strange!! A rally in cimb also caused a rally in RHB. Thought they were sleeping in different
beds.

Puncak give close to 30% return(RM1/dividend) OSKH about 15% All In. But it is about the
same if you look from Asset injection And asset removal point of view. After water asset sale Puncak is PN17 co(cash rich) But OSKH balance sheet is very Strong ( big profit from asset injection) And the Good things is management don't have cracked their head to find New Biz in 2015/2016. Good dividends follows 2016 (OSKH) also

Now Puncak becomes pucat (pale face). No rally soon. Can KPS rally by itself????

Most likely Nazir, Nothing to do now

Pathew. Thanks. I am putting my puncak shares in the freezer today

Okay RM10 Deal

Mitsui can buy Aabar Ke De Bra And Osk's Shares And become majority share holder.
But it will be 46% Vs 41% EPF. Bank Negara will NOT approved

1MDB powerplant and Others listings being deferred in 2015, how are Banks going to
make money. I think Maybank & Cimb will be neutral in 2015

I see what you mean--Icon8888. But I am more concern about the price Maybank is
willing to offer RHB (if there is a offer). The liquidity of Maybank will better since Najib is
going to abort the listing of 1MDB powerplant this year. Osk's price movement depends
on M&A.

I see no correlation between Gamuda price movement and Kps price. Only Kps & Puncak
price move in tandem

No dividend by CNY 2015. Technically Selangor can take up 2 weeks(legal doc) to answer
puncak's submission. Then only (if Okay) forward to Fed for approval And Funds transfer
(another week). Another week for Bursa annoucement ( Ex-date). Already CNY eve.
This is just my estimate.
But on 16 Jan 2015 The Sun Daily, Mr Koh(no idea who he is) said if all goes well the transfer
will be completed on 1st quarter of 2015 And Dividend Paid Out in June 2015.
That long!!!! Meh. Please someone counter check for me

Be very careful what politician say. Always read between the lines. They throw a spanner into
your moving parts and turn around to ask you why are you jammed. Don't trust what they
said especially when the line already drawn. Anwar already accused Puncak is a bailed
out for Umno cronies.

Vin--Your prediction is most wellcome

MUFG is neutral at 5.80. None of the local funds dare to arm wrestle with MUFG. If they do
CIMB will be still at 7.00

more like local funds/MUFG collecting corpses

Still blowing Water bubble today. No where to go. Hope The Edge will announce somethings
about Maybank's intention

Came back to collect my pant today. Didn't pay any ransom. Fisherman collect his bounty
today

Nothing interesting today. "Just blow water today" (cantonese)

muslim cannot drink in public. But private party why not. My bangladesh business partners
in Dhaka told me he can drink in hotel. All he has to do is to declare himself insane in police station. I am not kidding.

Damn you are good--sephiroth. Now we ask Cho Sun for 15 sen dividend

More like 3'sCompany. One is "poke kai"--trying to do wayang Kulit. The other got a Shotgun
pointing at his back And last one No idea what is going On ( baru bangun)

Buy on Rumour Sell on News. Same old Same old tactics. I am sure next week The Edge
will be camping at Maybank CEO door steps. Unless Maybank CEO use VERY strong words
to deny any attempt, Rumour mill will begins. Cho Sun Choy Sun CNY 2015

Day Traders taking profit. Fund managers need days to work out the # before 2015 commitment

Coming Coming Don't worry. Last time its takes about One month after Cimb abort--
Maybank comes in. Good opportunity for Maybank to crush Cimb's dream for Good.
RM 10.30-1050 is good offer. Wrap up in 2 seconds not more not less

Drop your pant and run like Hell. Untill Indonesia's problem is resolved. Cimb is bleeding
And nobody talks about Cimb Thailand--also a mess

Big buying blocks at OSKH, maybe ct888 is prediction holds some water

Big buying blocks at 1.99/2.00. Maybe going Green today. Choy Sun,Choy Sun

They said fly by wire is the best way to control a Boeing Airplane But a loose wire like
Nazir Razak, we crashed all over the place.

2 cents down but 1.4m shares done. Somebody collecting?? He knows somethings

Fong KH--MUFG supporting at 5.20. Sell at 5.8.(small lots) So cannot go lower than 5.20, I notice 2 days ago

Old Deal------CIMB goes down ; RHB goes down
New Deal------CIMB goes down,down ; RHB goes Up Up
Today Deal or No Deal-----Drops your pant And Run like Hell

1.55 today. Big Rock has split into smaller pieces at 1.55 / 1.56

I thought Hng33 move lock, stock and barrel to Puncak

There is a real political play in Puncak deal. Anwar and Azmin have no monetary gain But
just to arm twist Fed into submission is far better satisfaction to them. Lets the wayang goes
on.

Big Potato doing damage control

Sephiroth- Choy Sun 2015 coming. Today 2.02. Before CNY 2.50++

Pls correct me if I am wrong-Babu. If OLH & PAC are able to move 85% OSKP to OSKH,
the free float of OSKP will be 15%. So sooner or later SC will delist OSKP

Today CIMB/RHB management cry in despair. But their shares are hit by wave after wave
of piranha attack.