In the Q3 report page 10,part b1-b,which explains the performance of F&B segment. There was a sentence saying PBT increases mainly due to increase sales in higher margin products mix and no allowance for doubtful debts in the current year under review as compared to RM6.21 million in the preceding year-to-date.
Where is this doubtful debts from? Will it continue in the coming quarters?

It seems to be a trend these days when Q results are good, but doesn't excite share price a lot, examples are Carlsberg, Public Bank, Samchem...

Why good Q results but drop in share price ?

Dropped from RM 16 to RM 15.XX. Something is wrong...

Why do they keep issuing new shares, dilute the EPS only...

Are talking about 1.5 cents dividend payable on 28th June, or 3 cents?

Did anyone notice the unbilled sales of RM311.5 million in the Q report (pg 11/12)?

Can somebody explain why WTK disposed off a subsidiary (sell off a subsidiary), but still lost RM 9.5million? It was sold at RM15.93 million, so can I know why it is still consider as a lost?

If you guys take a look in Q2 2016 (30/06/2016) report , page 9/16 states that Carlsberg has been summoned to pay Selangor Customs overdued excise duty (RM35 mil) sales taxes (RM 13mil) plus penalty (RM7 mil)since year 2011, but the company does not seem to care about such claim (it says on the report "The Company does not admit liability on the demands...).

What do you all think about this? Any hanky-panky going on inside the company?

Do you all think that sin taxes will increased in the coming Budget announcement by Najib?

The Q report announced yesterday was amazing! Comparing to the previous quarter it was almost magical.
Did anyone suspect that they purposely hide the good results for this quarter, so that the share price dropped for certain people to collect, then make profit this Quarter? Just my thoughts.

well, its 1.25 cents dividend...

How much do you all think the dividend payout in August will be? 25 cents (or more, or less)?

Do you all think that Deleum will payout dividend in Sept 2016?

what do you think is the reason FLBhd drop from RM3 to RM1.70?
a) Currency exchange loss
b) Koon YY factor
c) Poor Management
d) Others (please state)

I'm surprised with the drop in share price. What happened to the proposed purchase of own shares during the AGM? This should bring up the price level.

Hi Stockmanmy, I would like to hear your comments on why you label WTK as a value trap? How would you compare WTK to Focus Lumber Bhd?

Has Deleum published its 2015 Annual Report? I didn't see this update on their website.

Not surprise by the result, but was hoping for higher dividend, ~ 35 cents :-D. What surprised me is that the share price did not spike up despite the good results- revenue increased by 13%, net profit increased by 12% from 2014-2015. Are share buyers not looking into fundamentals of companies anymore? Are good companies not becoming investors' pick anymore ? Hmmm...

how much dividend can we expect in March?

how much dividend can we expect in March?

anyone knows what is the reason behind the rise & also the good Quarterly results?

Can we expect dividend payout (of 8 cents) by Decemeber? like the previous years

Actually August pay out improved by 1cent compared to last year. Generally speaking, PBB dividend yield is not the highest among all Blue Chip stocks, but payout every year has been very steady, such that you can expect ~50 cents per year, in March & August.

For the past 2 years, FLBhd gave dividend in December, both years also 8cents.
How come this year gave in August? Only 5 cents? Are we still getting dividend in December 2015?

KUALA LUMPUR: Public Bank Bhd posted a strong financial performance in the second quarter ended June 30, 2015 with earnings up 13.3% to RM1.196bil from RM1.055bil a year ago.

“The improved earnings was mainly due to higher net interest income, higher net fee and commission income and higher investment income partially offset by higher other operating expenses,” it said on Thursday.

Revenue increased by 16.7% to RM4.737bil from RM4.059bil. Earnings per share were 30.99 sen compared with 30.16 sen. It rewarded shareholders with a dividend of 24 sen a share, slightly higher than the 23 sen a year ago.
Commenting on the financial performance, Public Bank said retail operations’ pre-tax profit increased by RM32.4mil (4.0%) to RM846.7mil, mainly due to higher net interest income and higher fee income, partially offset by higher other operating expenses.

As for the hire purchase, Public Bank said pre-tax profit fell by RM21.1mil (-18.8%) to RM91.4mil, mainly due to lower net interest income resulting from declining net interest margin, partially offset by lower loan impairment allowances.

The banking group said corporate lending’s pre-tax profit increased by RM19.2mil (22.3%) to RM104.9mil, mainly due to higher net interest income and higher fee income.

Its treasury and capital market operations reported a 13.7% increase in pre-tax profit to RM113.2mil, mainly due to higher interest margin earned on treasury gapping activities.

The investment banking, however, saw pre-tax profit fall by RM6.4mil (-28.4%) to RM16.2mil, mainly due to lower investment income, lower corporate advisory fee income as well as lower brokerage income from stockbroking activities.

However, its fund management business recorded a 13.1% increase in pre-tax profit to RM140.3mil, due to higher management fee earned on higher average net asset value of funds under management.

Its overseas operations reported an increase in pre-tax profit by RM36.8mil (34.3%) was mainly due to higher net interest income, higher other operating income partially offset by higher loan impairment allowances and higher other operating expenses.

In the first half, its earnings rose 14.2% to RM2.368bil from RM2.073bil in the previous corresponding period. Revenue rose 16.7% to RM9.338bil from RM8bil.

Founder and chairman of Public Bank, Tan Sri Teh Hong Piow described the first half financial results as “commendable”.

Pre-tax profit grew by 12.1% to RM3.02bil during the same period. The profit growth during the period was mainly attributed to the healthy growth in loans and deposits, and stable asset quality.

“Gains arising from foreign exchange fluctuation in respect of the group’s foreign operations have also partially contributed to the profit growth for the period, ” he said.

Teh pointed out the operating environment in the first half of 2015 has become more challenging with increasing concerns in growth sentiment, following the uncertainties in the global economic developments as well as domestic factors.

“Despite facing the challenging environment, the Public Bank group has remained steadfast and continued to perform well in the first half of 2015, recording a healthy loan growth of 11.2% on an annualised basis to RM258.8bil as at the end of June 2015.

“In tandem with the group’s healthy loan growth, its customer deposits recorded an annualised growth of 13.6% to RM295.3bil as at the end of June 2015. As a result, the group maintained a stable and healthy loan-to-deposit ratio of 87.0% as at June 30, 2015,” he said.

Directors do not propose dividend for this year- 2015. Maybe this is one of the reasons that affect the share price this year?

When is the payout date for the proposed 8 cents dividend?

Has the dividend payout been confirmed? How much? Payable date?

From the recent annual report, Public Bank is still making profit, showing better results & achieving greater heights year by year. This shows that PBB is a fundamentally strong company. As an investor/ long term investor, I will hold on to such companies until they show signs of weakening (poor management, loss making year to year, etc...)

Just my personal opinion: In every industry, there are good times & bad times. PBB had performed significantly since 2007/ 2008 to 2014, in which the share price had rose from ~RM7 till ~RM22 (max price). In other words, within 7 years, the share price has tripled. This is due to public confidence in the company due to it's strong fundamentals. This is how a good company performs during good times. Now, bad times are coming/ has arrived. With its strong fundamentals (still making profit every year, still consistently giving out dividend), shall we not take this opportunity to accumulate and wait for it multiply its value during goods times?

My guess is the market is now in a correction phase, whereby value of stocks will be re-adjusted. PBbank is also going through the same process, with it's price being adjusted/ dropped. As small time individual investors, I would use this oppotunity to accumulate.

with most rating agencies' target price below RM20, does anyone still have confidence that Public Bank wiil exceed RM20 this year?

The company has been making money for years, with positive cash flow, why only plan to give out dividend next year?