why aeon co is performing so poorly compared to aeon credit?

total outstanding loan is contracting. it will impact future earning

sell sell sell

stop selling...

greenshoot can the price be higher? so it wont create fear in the market?

why set such low offer at 9.8? looks like they are trying to eat minority shareholder?

why sudden spike in impairment?

but Pas need to wait till 2028 for next election to control Pahang?
why worry now?

none of the property is located in selangor, go see google map. everything in pahang

but shared service is very small business, unlikely to improve Allianz mas earning

if economy pick up, will pchem have better margin? or will it still suffer, due to overcapacity in the region

@James is it similar to covid time, where everyone play gloves? now everyone play datacenter . result in people dumping heineken?
but why no hedge fund buying

There's strong incentive for gov to roll out EV, as it can save on Ron95 subsidy. By then, everyone can charge at home. PetD will be obselete

@james why people are dumping heineken?

if EV become common, people can charge car at home. No need to go to petrol station

@observatory I guess there's no impact. the tie up would benefit the mother company Allianz SE

@james will PetD be made redundant? as electric cars become norm in 10 years.

@raymondroy
the MTN is like a profit share with bankers and bond holders.

no dividend?

@stkoay but yoy earning drop. there's high provision, any idea?

@dividendguy
My concern is that the net interest income can't cover inflation. growing at 2.5% per year is quite pathetic, probably due to poor market. So when the economy picks up, hopefully PBB can continue to grow.

public bank lost ability to grow. Net income from loan only grow 2.5% yoy.

wsb_investor please share how 3X ILP is calculated?

Anyone knows if Maybank derived more and more percent of it's earning from Other op income?