the worry would be generate growth of the economy which may affect banks income. As for Malaysian banks their bonds/investment if not mistaken are mark to market thus any losses in bonds/investment "value" would have been reflected in their quarter P&L (unlike the US banks which only report as "unrealised losses".
Bank failure look unlikely for Malaysian banks as even the smallest bank ie AFFIN/MBSB are subject to the same guideline set by BNM (unlike US, where smaller banks has a easier guideline to follow).
anyway invest accordingly to your personal risk profile. Other ppl opinion is just for reference.

Its a confident issues in regards with bank. Malaysian banks are well diversify ie does not focus in servicing 1 particular segment of customers (SVB=Tech/VC; Signature=crypto; Credit Swiss=high networth/private banking) thus risk are well diversified.
I believe most Malaysia Bank do not or have very minimal exposure to the SVB/Signature . As for bonds what was reported for SVB & most US bank are paper loss of value of bonds they hold, in normal cases if they keep it till maturity they will get back the full principal.
SVB was force to sell its bond at a loss due to huge withdrawal from its customers. It maybe due to lack to new investment into startup in less new deposit + needs of its customer to withdraw fund to cover their daily operation (as we all know all startup co. are burning cash).
anyway lots of news and ramous flying around. do share any good commentary/analysis to read in regard of the current stage of banking sectors/economy.

callme777 how do u get the figure?

I think one of the reason that this counter was trading on discount compared to oth developer is due of the reason that it have exposure in China & Singapore. Since China announce that it will inject more liquidity into the market it give positive sentiment to IOI Prop. Hope this uptrend will continue... Happy Investing....

If I m not wrong the operator only can sell their share after 1 year of QA

Sumatec Resources Berhad (“the Company”) is pleased to announce that its wholly-owned subsidiary, Sumatec Oil & Gas LLP and its business partner CaspiOilGas LLP commenced rig operations on 30th April 2014. This is a significant step in ramping up the production from the Rakushechnoye Field. The preparation work for the workover program started in February 2014 involving improvements to the road access and pad locations around each wellhead. Formation Evaluation (Wireline Logging) was conducted to gather downhole formation and pressure information which is crucial in achieving the higher production target.
The first workover well is expected to be completed and producing within three weeks, with the whole program planned to take four months, ending in August 2014 with twelve wells on production.
By the end of 2014, Sumatec plans to have fifteen wells on production as the rig will be used to drill three side tracks after the workover program has finished. Sumatec expects to achieve its target of 2000bbls/day from these fifteen wells.
This announcement is dated 30 April 2014.

most property counter trade below their NAPS... but depend on what is the discount factor

no announcement no news..... apa lah

what happened?

The major shareholders are accumulating.... not a bad sign after all....

so sad not much fund to collect earlier anyway.... I invest in it for long term :)

this counter should hold for long term..... for me I would look at the daily price movement ofcos if it drop to a certain level I will collect some more....

well look like someone is collecting....

look like slowing down

changes in the company BOD..... any significant to the company?

no news no announcement also....

what happened? Who come out to goreng?

Calvin u really did a good analysis on Tawin as I didnt really study Tawin (don I have no knowledge on copper price) will definitely look at it as it look promising from your analysis. Hope to find another good company to invest in. Happy investing :)

If I din see wrongly EFP still collecting at cheap

Calvin Tawin borrowing isn relatively high at70mil at this moment and they are relying on copper as their main raw materiel weakening RM may not be good for them and depend on copper price this will determine they profit margin...

if buy today still can get the bonus share? or its too late? and entitle to buy tk the right issue?

Sorry if I am wrong. I though they need shareholders approval b4 signed any QA?

Dreamhunter actually I am not very worry at worst just break-even and walk away... Me small investor only.

Lack of update on their oil field make me worry bros... anyone have any info?

buy in since RHB start coverage on this counter. as it's market are mainly Europe, Japan & US weaker RM should benefit the company (in terms of profit from foreign exchange) and based on RHB the company turnover look promising. But I wouldnt be in for long term will as there are better stock than this.... lol

Wanahmad, hope ur info is right.

don expect it to shoot high in short term its more for long term.... that is if u believe in Tony. So far Tony's companies (AA, Tune Ins) are doing well for its long term investor. That is the story I buy in to AAX....

No takeover by FGV... need more good news....

well I will just hold till it Q result if perform well maybe can make more money....lol

Holding on.... Hope market will be efficient to adjust its price of its fair value....

without QA this counter is over price.... wonder who is the one that push up the price recently...

been holding it for few months..... din really move much.... but the major shareholder is doing something (behind the door).... don know what is going on.... hope its something good....

UP today..... announcement of Q result coming?

purely goreng or QA coming????

????

last Q announce on 25/11 so if not mistaken will be end of this month.....

I think have to wait till the company next earning announcement.... RM weakening should have positive impact to the company's profit as its customer mainly from Europe... if the turnover of the company is confirm by its profit, IQ price should go up.... if this coming announcement show negative performance than the price will go back to where it start......

lol ya I hope so... the company seen to be very stable but the application to transfer to mainboard is taking a longer than expected time.... I will still hold on to the share....

been holding for a very long time..... not moving also......

Already in...thinking to cut n go in later.....

2.50at 40% discount against it NAPS due to its exposure to china n Singapore & weaknesses in its management (low return on equity).

Theedge daily report 2.50 fair value on ioipg. Any comment?

its normal for short term player to take some profit...

I think maybe hv to wait till it settled down this morning is crazy session

Risk trader y say so?

Aax main routes are Taiwan Australia n japan

But aax din fly to Indonesia n Thailand both are Airasia route

Aax don hv routes to china rite?

http://www.theedgemalaysia.com/business-news/266884-flash-sumatec-expects-turnaround-with-profit-in-1q-fy14.html

http://www.theedgemalaysia.com/business-news/266755-stocks-to-watch-index-linked-stocks-plantation-stocks-green-packet-water-stocks-sumatec.html