griezmann

griezmann | Joined since 2016-01-13

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Stock

2020-06-02 15:46 | Report Abuse

covid vaccine lai liao!!! drink more hot water!!!

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2020-05-18 12:11 | Report Abuse

buy this stock and keep as a call option when the virus vaccine is found this year... look at the retailer interest, this will be the favourite when people don't worry about the virus anymore

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2020-04-20 09:52 | Report Abuse

imagine if air asia can lock in their fuel cost hedging at WTI Crude < $20...

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2020-04-07 09:37 | Report Abuse

bursa will make a lot from the trading velocity 1Q and probably 2Q this year... Plus the high dividend payout ratio, this will be a safe decent bet...

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2020-03-03 11:17 | Report Abuse

earnings going to be weak in 2020 also... 2-3 years ago they got so many one offs selling assets... now got nowhere to hide...

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2020-02-26 15:34 | Report Abuse

After BNM cut rates all eyes will be on strong dividend stocks...

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2019-09-13 09:53 | Report Abuse

There was a fund selling because of redemption... finish redemption already... aeon credit also was affected...

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2019-03-06 17:49 | Report Abuse

the bank guided for below 10% ROE in 2019... 2018 results achieved with a lot of one-offs... sell this and that... 2019 results y-o-ys will show declines... assuming 10% roe achieved should be around 1x book value ... now is about 1.02x bv... so target price around 5.41...

many other banks look like they have better valuation than cimb e.g. RHB and SG banks.

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2019-01-08 17:20 | Report Abuse

good news coming soon!

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2018-11-30 17:24 | Report Abuse

see prestariang... also forced sell case... u can imagine what a banker does when they forced sell at whatever price... after finish then will have slight rebound...

but long term after that fgv prospects like shit la...

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2018-11-30 17:20 | Report Abuse

told u guys force selling pattern...

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2018-11-30 15:00 | Report Abuse

If there is no more force selling it will recover like Prestariang... but the 10-20% type of recovery, not back to the 1.50-1.60 levels...

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2018-11-28 17:50 | Report Abuse

anybody decent will not take the helm at FGV... look at bakke salleh... better go to Sime and earn more $$$ than get stuck at FGV and busukkan nama forever...

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2018-11-28 14:40 | Report Abuse

New chairman and new govt sure kitchen sink big time... Hopefully this is the low...

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2018-11-28 12:24 | Report Abuse

looks like force selling pattern

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2018-11-26 17:13 | Report Abuse

next round guarantee PH gonna die if they don't sort this mess out...

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2018-11-19 09:21 | Report Abuse

u hope for the same outcome like MAS...

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2018-11-19 09:11 | Report Abuse

Below book value already... can't go lower than this... govt may have some plans in store...

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2018-10-18 14:32 | Report Abuse

Wow... forced selling?

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2018-06-25 15:44 | Report Abuse

1.1x Book Value and 11x PE at current levels now... When foreigners stop selling and the dust settles can go in...

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2018-06-18 11:52 | Report Abuse

Ask Jack Ma to takeover FGV and improve lives of settlers...

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2018-06-14 16:20 | Report Abuse

if Nazir sells out maybe cimb can rally... no more najib spectre...

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2018-05-14 15:27 | Report Abuse

Give an ex-felda boy a position in the new govt! Deputy also can... Act just give it to any experienced planter instead of politiican can already...

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2018-03-29 11:05 | Report Abuse

Wait for BN to win election... sure rally kaw kaw!

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2018-03-08 09:49 | Report Abuse

Although PMETAL don't export to US, they export a lot to China... China is a big exporter to US... With the tariffs China may not buy as much steel anymore from PMETAL...

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2017-08-29 18:42 | Report Abuse

RHB due diligence found something?

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2017-02-20 10:15 | Report Abuse

given the movement, surely something is brewing...

News & Blogs

2016-07-28 22:41 | Report Abuse

Item 2C abt the CEO can forget it... You should his last interview before this one compare with what he said and the results... In fact if you look at what the bank has been saying past few quarters looking forward vs actual results you'd realise they r full of sh*t...

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2016-07-28 10:56 | Report Abuse

For those of you still dreaming of TauRx as a panacea for Alzheimers, good on your kind hearts...

But do understand that the recent results are considered not good enough (no matter how they try to spin it positively) to warrant a billion dollar spin off for TauRx for Genting to crystallise the value for now...

The TauRx story driving Genting's stock price upwards is over... Now it's all about the other boring casino stuff... Factor into your valuations and considerations now...

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2016-07-20 19:23 | Report Abuse

RNAV 4.50 and they tried to do it last round. hopefully this time can happen...

News & Blogs
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2016-05-16 10:40 | Report Abuse

this stock has cashflow issues... all this big contract and revenue in hand is staged... look at all the china listed cos in malaysia... before they came all got big revenue and profits... u think leh? this one will have bad ending... just matter of when... some will make some will lose... then u will have ppl like ah koon come out and say u greedy dun want to take profit your fault...

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2016-05-13 11:28 | Report Abuse

foreigners selling ... maybank and cimb kena... dunno when it will subside... wait for it to subside then the local funds like epf will push it back up...

News & Blogs

2016-02-03 18:13 | Report Abuse

It would be a good idea to see why companies are not hiring graduates in Malaysia and then work backwards... I can understand why Mr. Koon doesn't want to waste precious money in producing more 'useless' graduates that will struggle for unemployment...

Fung, I know what you mean abt what education means to a poor person but we have to move with the times... The days where a degree holder is guaranteed a job is long gone and we can't sit and feel sentimental abt it... It is not the poor ppl's fault but the govt for not implementing the right education framework...

News & Blogs

2016-02-03 18:05 | Report Abuse

May I humbly suggest we omit CFA from the list. I am a CFA charterholder and I can safely say that it is not much use in Malaysia (and limited overseas - china produces 10,000 CFA holders a year)... Also, the body that gives out this charter is very $$$ minded... Don't get me wrong, it is a good formal finance foundation, but frankly it is too commercialized and you will end up enriching the CFA Institute more than the students... Better use the money to finance ACCA studies or programmers... If you really wanna learn abt finance and investments, better come to this forum than study a CFA (provided u do lots of filtering on what you read)...

Actually, one idea is also to provide honest good small companies grants to hire graduates to give them work experience...

News & Blogs

2016-02-03 10:13 | Report Abuse

fung, mr koon is not stopping to help the poor... its just that giving out scholarships may not be the best way abt it... there are more effective and impactful ways... and honestly, the 'traditional' education route is not the best way to secure your future anymore - u can see the trend in western countries and also big MNCs as they modify their recruitment criteria beyond to making having a degree a requirement...

News & Blogs

2016-02-02 09:54 | Report Abuse

Agree the money can get better ROI elsewhere...

News & Blogs

2016-01-21 12:12 | Report Abuse

insider selling at these levels wor...

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2016-01-18 09:49 | Report Abuse

yep, our index still high... rakyat taxpayer money propping up the market... dunno when they will run out of bullets...

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2016-01-15 11:46 | Report Abuse

CIMB is short of capital how to pay dividend la macha... they will raise money from rights issue and then only pay u dividend... basically u give them rm1 then they give u back 5 cents as dividend... nice deal for them...

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2016-01-13 12:32 | Report Abuse

vcap also delay in raising the funds...

they r raising the funds from epf, kwap and khazanah... one of these guys apparently can't raise the money on time - and this is the first tranche only...

think abt it... where are they gonna get the money from? if they are cash rich they would've already banged into the market themselves...

they have to either sell something or borrow money... maybe one of the things they are selling ironically is c*mb to raise the money to buy it back because of upstairs order! what a joke...

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2016-01-13 12:11 | Report Abuse

speculation is that they will do a big rights issue as they need more capital (to grow loans and let management 'enjoy' their good life)... this is not just any rumour - read the research reports on CIMB or the Edge... if the rights really happens, CIMB will definitely go below RM4...

good luck to you guys... i know u guys think there is chance to make as it is oversold but this is not a normal 'technical' stock... look at the past trend in the past 1-2 years, has there been a decent rebound to justify the risk return? better put your money on other horses...

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2016-01-13 10:48 | Report Abuse

there is a reason why this bank is getting sold down... cost to income is the highest and they will struggle with cost and revenue for a long time (at least 3-4 years or more)...

revenue - they have the biggest exposure for msian banks to foreign income (30% used to be from indonesia). ASEAN is the biggest hit this round - Malaysia, Indonesia, Singapore and Thailand. We all know abt Malaysia - Indonesia situation was bad and even if the country rebounds, CIMB is not in a position to take advantage of a recovery quickly as their credit appetite has waned significantly due to high NPLs in the past.

cost - probably the biggest issue as people cost is sticky. CIMB is well known to be the bank that overpays its staff and overhires (due to politics and empire building). you can confirm this by talking to banking head hunters. there are many 30-40 year olds in this bank earning in excess of 30k-50k a mth and this is before bonuses because they argue that staff should be paid 'regionally' i.e. singapore levels. this bank is an employees dream but a shareholder's nightmare. this is the problem when there is no 'real' owner like Public Bank. costs esp staff costs escalates as management enriches themselves at the expense of the shareholders (mostly rakyat and some poor ignorant shareholders)

besides that, they have balance sheet limitations i.e. high LDR in the 90+ levels. their ability to give out loans is limited. fee income will slow down along with the economy. so u have lots of overpaid staff sitting around while revenue is not growing fast enough. don't even start talking abt current asset quality.

u still interested in this bank? value investor better look at other banks - DBS or thai banks like Krungthai give better value. even Maybank is a better bet on Malaysia economic recovery. don't be fooled by their professional investor relations and marketing - they spend tons of $$ on this to protect their jobs when they should be focusing on maximising revenue and minimising cost for maximum shareholder return.