Balian de Ibelin

i3lurker | Joined since 2017-09-15

Investing Experience Not Disclosed
Risk Profile Not Disclosed

What man is a man who does not make the world better? ORLANDO BLOOM - Balian de Ibelin

Followers

17

Following

0

Blog Posts

0

Threads

13,989

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
13,989
Past 30 days
94
Past 7 days
43
Today
0

User Comments
Stock

2021-11-21 01:59 | Report Abuse

reminds me of

Komatsu vs Caterpillar
Komatsu the smaller sized company won ......

Public vs Maybank
Maybank the bigger sized company won .......
not that surprising really

as banking is about size
and on hindsight/backside BNM is proven correct to force mergers

at that point in time there was a lot of resentment amongst bankers towards BNM mergers

so I said this on one company dinner where I was invited....

"Some Global banks A4 paper budget is already RM100 million
so how can those small Malaysian banks with RM100 million share capital compete against these people?"

They kept quiet coz did not want to offend me but on hindsight BNM is proven correct....

Stock

2021-11-21 01:45 | Report Abuse

Even sslee is starting to realise that financials is still the key.

mous, contracts, grand schemes, bancassurance, fintec, crypto, cut branches, increase branches, online, offline, ewallets, reduce staff, increase staff, JAWS or no JAWS, whatever that you can imagine and think of is ALL useless if cannot be translated into financials.

the fengshui master has to translate everything into improved financials...

on the balance of probabilities Maybank has started to be better than Public on some key financial ratios and thats very scary to some fanatic groupies who cannot accept it and will never accept it....

Stock

2021-11-21 01:27 | Report Abuse

aiseh
if you want to do a proper job its here

https://www.investing.com/equities/malayan-banking-berhad-ratios

I did not want to embarass those Public Bank groupies too much
and also
I dun want to influence people to buy Maybank too much
I just wanted Public Bank groupies to always look at financials

but I guess its too late coz the cat got out of the bag

Maybank cash safety margin is actually 6.64/8.08 = ?

and its way better than figure quoted at Public Bank forum coz they I ass_u_me Maybank as industry average....


Revenue/Share TTM 3.47 2.59
Basic EPS ANN 0.58 0.54
Diluted EPS ANN 0.58 0.53
Book Value/Share MRQ 7.2 7.28
Tangible Book Value/Share MRQ 6.63 6.61
Cash/Share MRQ 6.64 4.46
Cash Flow/Share TTM 0.81 0.79


=> ALWAYS LOOK AT FINANCIALS

Stock

2021-11-21 00:14 | Report Abuse

@jolynce
all share tips/info from company insiders are insider trading and punishable by jail terms

if anything happens SC will ask you .... Why did you buy the share?

Correct Answer: -
I was drinking chinese tea and the tea leaves told me to sell/buy GenM

Wrong Answer: -
My sister who works inside GenM told me QR results is bad/fantastic so I sold/bought GenM

Stock

2021-11-20 23:09 | Report Abuse

for those who are interested in margin of safety

from above
Cash/Share MRQ 1.09 4.46

Cash backing

Public Bank has 1.09/4.07 =? => 27% coverage

ass_u_me that Maybank is industry average
Maybank has 4.46/8.08 =? => 55% coverage

which is the safer bank?

Go ahead! you must sue investing.com right now.
Just do it.
Do not delay this lawsuit...

Stock

2021-11-20 22:54 | Report Abuse

Occam's Razor will tell you that for a perfect bank like Public Bank,
all the gin joints in all the world are guaranteed to show perfect financials way better than Industry Average.

but instead the opposite is true. Industry Average is way better than Public Bank. Why?

Those who are NOT happy please feel free to sue investing.com for conspiracy against Public Bank

Stock

2021-11-20 22:46 | Report Abuse

https://www.investing.com/equities/public-bank-bhd-ratios


Public Bank / Industry Average

Revenue/Share TTM 0.69 2.59
Basic EPS ANN 0.25 0.54
Diluted EPS ANN 0.25 0.53
Book Value/Share MRQ 2.44 7.28
Tangible Book Value/Share MRQ 2.31 6.61
Cash/Share MRQ 1.09 4.46
Cash Flow/Share TTM 0.30 0.79


these figures show that Public Bank financials are weaker than Industry Average with much less Margin of Safety

TTM = Trailing Twelve Months 5YA = 5-Year Average MRQ = Most Recent Quarter


these figures are not science fiction written by me, its from investing.com


or maybe its a conspiracy by investing.com to launch a hostile takeover of Public Bank?
Who believes this?
or maybe the Martians have landed at Putrajaya?

Stock

2021-11-20 22:07 | Report Abuse

I dun accept pbb management reply and neither should you.

figures are figures, no explanations can change it.

========================
===> if explanations can change it, then change the figures loh
------------------------

no two ways about it
dun speak like groupies

Stock

2021-11-20 22:03 | Report Abuse

collect collect collect

oops

I meant to say correct correct correct

its a spelling error or ............maybe it is NOT a spelling error?

Stock

2021-11-20 21:18 | Report Abuse

ROE had been failing, dying, decreasing, jumping off the cliff, committing suicide, jumping off Penang Bridge, jumping off Komtar

no point claiming that those audited accounts are fake.
Auditors will sue you.

ROE

31-Mar-21 3.34%

31-Dec-20 2.43%
30-Sep-20 3.02%
30-Jun-20 2.24%
31-Mar-20 3.07%

31-Dec-19 3.22%
30-Sep-19 3.20%
30-Jun-19 3.14%
31-Mar-19 3.44%

31-Dec-18 3.43%
30-Sep-18 3.48%
30-Jun-18 3.55%
31-Mar-18 3.74%

31-Dec-17 3.98%
30-Sep-17 3.91%
30-Jun-17 3.75%
31-Mar-17 3.65%

31-Dec-16 4.33%
30-Sep-16 3.77%
30-Jun-16 3.87%
31-Mar-16 3.95%

31-Dec-15 4.78%
30-Sep-15 4.05%
30-Jun-15 4.08%
31-Mar-15 4.17%

31-Dec-14 4.47%
30-Sep-14 4.60%
30-Jun-14 4.93%
31-Mar-14 4.99%

31-Dec-13 5.02%
30-Sep-13 5.43%
30-Jun-13 5.39%
31-Mar-13 5.40%

31-Dec-12 5.47%
30-Sep-12 5.75%
30-Jun-12 5.66%
31-Mar-12 5.93%

31-Dec-11 6.52%
30-Sep-11 8.87%

Stock

2021-11-20 21:04 | Report Abuse

if you believe that Public Bank's audited accounts are fake,
you can also report to Securities Commission....

no point screaming at me in pain, fear and agony..............

maybe once you prove that Public Bank's audited accounts since year 2011 are fake,
then you can change the decreasing performance
and "make it" increasing performance.....kakakakakaka

Stock

2021-11-20 21:00 | Report Abuse

.

=> financial figures never lie

its all shown in Public Bank's audited financials since year 2011

only desperate forumers screaming in pain, fear and agony lies

or
are you saying that Public Bank's audited accounts are fake?
then you better make a police report,
no point screaming at me in pain, fear and agony..............



Posted by winterwolf > Nov 20, 2021 8:56 PM | Report Abuse

Fear mongering with ulterior motives will not work with Public Bank.
you can try your luck elsewhere.
When one call a spade, a spade, they are not attacking you.

Posted by i3lurker > Nov 20, 2021 8:24 PM | Report Abuse

if you can smell the desperate fear...

Stock

2021-11-20 20:52 | Report Abuse

why are you selling at a loss?
surely for counters like GenM, there will be fluctuations

never sell at a loss unless you need the money

or

unless "wink wink" you need the money for "insider trading" elsewhere....
and you think that your jail term "insider trading" profits will be much much more than a 3 sen loss

wink wink

:)


Posted by jolynce > Nov 20, 2021 3:45 PM | Report Abuse

So glad I sold at 3.15, lost 3 sen only.. otherwise now would've incurred a much greater loss. Looks like we can get GenM for cheaper next week as from the chart, it appears to be revisiting the trend of April 2021

Stock

2021-11-20 20:49 | Report Abuse

You are collect collect collect
sometimes

not all the time



Posted by Keyman188 > Nov 20, 2021 10:43 AM | Report Abuse

Amboi...Keyman188 need to expedite to pare down another 15% before end of Nov'21...

This month is report card month...

Did you realiase daily bursa transaction volume decelerating !!!...

Did you realiase local fund managers become nett seller every week !!!...

Stock

2021-11-20 20:37 | Report Abuse

if you can smell the desperate fear in other people's post => counter has problems.
Desperate fear also means forumers have no confidence in their own share decisions/purchases....
Desperate fear is normally manifested in attacking other forumers who are not mind slaves

sometimes I can even hear those attackers scream in pain, fear and agony as they attack other forumers.
investment is supposed to be fun.
There is no fun if you keep on screaming in pain, fear and agony when you attack other forumers who do not agree with you.

I can launch a huge gigantic attack on shares that I have accumulated a lot....... can you do that?

are you confident in your investment?
or are you screaming in pain, fear and agony?

Stock

2021-11-20 20:24 | Report Abuse

if you can smell the desperate fear in other people's post => counter has problems.

Desperate fear also means forumers have no confidence in their own share decisions/purchases....

Desperate fear is normally manifested in attacking other forumers....

Stock

2021-11-20 15:21 | Report Abuse

haha sslee

I quite agree with you that the support line has moved up from 40 to 45/46

thats why share market is very challenging coz everyday is a new day. Staying still or being set in old ways and methods playing shares is a sure way to die.

Stock

2021-11-20 15:07 | Report Abuse

haha sslee

I think you are qualified to issue buy calls

no need to wait for my Armada buy calls anymore

Stock

2021-11-20 09:42 |

Post removed.Why?

Stock

2021-11-20 08:45 | Report Abuse

losses for 6 quarters, losses started just before covid-19 so cannot blame covid entirely

next few quarters should be losses too unless gets Arab donations

Stock

2021-11-20 08:31 | Report Abuse

no worries

will drop steadily down to below 75 sen for you to enjoy...


Posted by KinYin > Nov 20, 2021 8:22 AM | Report Abuse

Missed the opportunity to collect at 0.98

Stock

2021-11-20 07:42 |

Post removed.Why?

Stock

2021-11-19 21:01 | Report Abuse

to non-Groupies
agreed 100%
AA is a low quality... low standard company, where CEO gets a Warrant of Arrest from customer


to Groupies
AA is an award winning company, share price will reach USD100,000.00 per share.

Stock

2021-11-19 20:09 | Report Abuse

he is delivering nasi lemak and driving taxi services





Posted by dimmubroker > Nov 19, 2021 7:59 PM | Report Abuse

Don't know what is Tony doing right now

Posted by hanna20 > Nov 19, 2021 7:48 PM | Report Abuse

Wondering why is that AA still cannot making profit until now

Stock

2021-11-19 20:00 | Report Abuse

WTI will average USD72 for 2022

btw WTI just jumped over a cliff from 80.25 and committed Hara Kiri

its USD77.01 now

Stock

2021-11-19 19:36 | Report Abuse

talk about low quality, the lowest of the low is still the Martingale Gambling System.

its so low that its not even a system but a desperate dream to make money

Stock

2021-11-19 19:32 | Report Abuse

I had done I think few hundred cashflows for various hotels.

Hotels never do well.

I think to do a business you need to have a passion for it.
Coz for hotels we are talking 12 years payback
You must love the hotel business, coz no reason to do hotels purely for money only.


for chips invest RM100 million, next year get back RM100 million, thereafter its all free business.

Stock

2021-11-19 19:01 | Report Abuse

for non-groupies
fighting over dividends?

AA had been making losses even way before covid
so now with covid and only 50% of 50% ie 25% revenue how to make profits?



for groupies
AA is very profitable
Revenue will double up and another 90 sen dividend will be issued.

Stock

2021-11-19 18:48 | Report Abuse

thats easy

all have sinned inside Bursa

Those who have not sinned inside Bursa please feel free to slap sslee punya face.
He will give you RM1.00 per slap.
Just do more to earn more




Posted by Mikeycc > Nov 19, 2021 6:44 PM | Report Abuse

Haha Then who is telling lies , stock raider is all in but no SAPNRG as he picked to Bet :

Kon stockraider

Sapnrg 0.135 ( 26/6/21 ) vs Jkgland 0.105

Stock

2021-11-19 18:43 | Report Abuse

For non-Groupies
plane capacity will be reduced by 50% also due to need for social distancing.

that means its 50% of 50% => 25% revenue per plane



For Groupies
Please dun forget that AA will put in extra seats to increase revenue coz no need for social distancing since covid-19 all killed by TF upon entering AA cabin....




Posted by DickyMee > Nov 19, 2021 6:01 PM | Report Abuse

"The best-case scenario for international routes is that TAA resumes 50% of pre-pandemic scheduled flights by the end of next year."

ChunChoi1, where is pent up demand?

News & Blogs

2021-11-19 18:27 |

Post removed.Why?

Stock

2021-11-19 18:16 | Report Abuse

the Tulip price dropped?

can buy more Tulips?

News & Blogs

2021-11-19 18:14 | Report Abuse

you mean QL punya shemale Family Mart is NOT a good buy?

I am shocked!!!

shocked!!

there are pickpockets everywhere!! everywhere!!

Stock

2021-11-19 16:04 |

Post removed.Why?

Stock

2021-11-19 15:51 |

Post removed.Why?

Stock

2021-11-19 15:26 | Report Abuse

I already told you, you have to lie to AA Groupies loh




Posted by Ppmaster > Nov 19, 2021 3:24 PM | Report Abuse

Airasia subtantial share holder have to maintain the price at high level to disposed their share to retail investor, after they disposed almost finish, the price will drop.

Stock

2021-11-19 15:24 | Report Abuse

unker at pasar pagi?

I am only an office boy lah, not qualified to be a Groupie

Stock

2021-11-19 14:42 | Report Abuse

For non-Groupies
some people think that the next wave of covid is confirmed, thats why Genting is coming down.
ICU usage is going up...as we speak
Economy is bad ie even Isetan is shutting down.

Unemployment could be 20% in 2022



For Groupies
Covid is cured
and economy will expand at 20% per annum.

Employment is 200% now
Streets of KL are paved with Gold and diamonds

Stock

2021-11-19 13:34 | Report Abuse

Haha pmaster

Please lie to Groupies
If you tell the truth they will kill you

Stock

2021-11-19 10:24 | Report Abuse

if the Rakyat fooked by 1MDB and Birkin bags had the money to subscribe Rights, then Isetan at 1Utama no need to shut down

lutaoboh?

Stock

2021-11-19 09:52 |

Post removed.Why?

Stock

2021-11-19 09:50 | Report Abuse

haha sslee

since exercise price is RM1.00

Mother share will go below RM1.00 very soon

Brace for impact

Stock

2021-11-19 09:42 | Report Abuse

haha sslee

Playing with fire is bad for those who burn themselves. For the rest of us, it is a very great pleasure.
Jerry Smith



Posted by Sslee > Nov 19, 2021 9:39 AM | Report Abuse

By the way maybe I will buy some OR at half a cent and gamble with 8% RCUIDS with free warrants.

Stock

2021-11-19 09:37 | Report Abuse

its demand and supply
OR can even be traded for few RM

Posted by Traderjoes > Nov 19, 2021 9:34 AM | Report Abuse

OR normally traded for 0.005?

Stock

2021-11-19 09:36 |

Post removed.Why?

Stock

2021-11-19 09:30 | Report Abuse

OR => Original Rights to get RCUIDS with free warrants

if you buy the OR for RM0.005 per Rights
then you can pay and get the RM0.75 RCUIDS and get the free warrant.

no need to hold the Mother Share AA