@jeffchan1901 we cannot consider ourselves as big or small player....I like and agree with what tolle said...there's always a Warrent Buffet in front of everyone.
In the forum, all are equal, and we are here to share and learn from each other.

Cheers and happy weekend to everyone.

Wow...sifu tolle has a wide exposure to different kind of investment...very diversified, very good.

....reading sifu tolle sharing, i think he must be a very seasoned/pioneer investor.....

....and not selfish to share...

....I enjoying reading what he has to share....appreciate.

Sifu tolle....haha :p

It is good that S&P is fxxking the government, telling them mai luan luan lai.....if not, populist politicians will continue to make banks as Santa Claus.
As a long term investor, short term price fluctuations is not a concern, whether it's 7,8 or 9, long term investors don't sell, they buy for keep to collect dividend.

Now that S&P is telling fxxking politicians that banks do not belong to their fathers....our future dividend will likely be less affected.

https://www.theedgemarkets.com/article/fitch-affirms-maybanks-longterm-idr-bbb-outlook-stable

KUALA LUMPUR (Sept 23): Fitch Ratings has affirmed Malayan Banking Bhd’s (Maybank) long-term issuer default ratings (IDR) at BBB+ and its viability ratings at bbb+, with a stable outlook.

“The affirmation of Maybank's ratings reflects the strength of its stand-alone credit profile, which drives its IDR. The Viability Rating is underpinned by Maybank's market-leading franchise in Malaysia, consistent business execution and stable financial performance.

The agency said it also revised the outlook on asset quality and on earnings and profitability to stable from negative, as it sees tail risks of more severe scenarios have abated, and there is adequate headroom within the current scores to withstand the deterioration it expects from lingering economic challenges.

It added that Maybank's government-linked shareholders have also demonstrated their willingness over the years to reinvest dividends and support the bank's capitalisation, should it become necessary.

https://www.theedgemarkets.com/article/maybank-uob-jointly-underwrite-rm2-billion-islamic-facility-malayan-cement

8.15 nice :)

Today...both buyers and sellers show off only...no action ...haha :p

So interesting to visit gloves forum....some hard core can still shout ....huat ah.....haha...laugh die me :p

tolle sifu : very nice of you...thanks for the effort and sharing...

This stock is the No.1 holding of Amanah Saham Bumiputra with a fund size of 173B as at end 2020. For those who envy the high dividend their unit holders get but not eligible to buy....then just follow the fund...buy MAYBANK.

Posted by tollebunsmith > Sep 23, 2021 2:48 PM | Report Abuse

OnTime & supersinginvestor : If u lov money, or if u love humanity, just follow ur path. no right no wrong. It takes many to make the journey, as long as u are happy, follow ur path, Dont be like Taliban and blow up others just cos Taliban think he right.

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Agree with sifu tolle....

Foreign Fund coming in to buy banks....

CIMB 22%

Maybank 16%

still plenty for MBB to catch up.

Foreign Shareholding of MBB

6-8-21 : 16.19%

13-8-21 : 16.20%

20-8-21 : 16.23%

27-8-21 : 16.28%

3-9-21 : 16.35%

10-9-21 : 16.37%

https://www.theedgemarkets.com/article/cimb-foreign-shareholding-rose-224-august-highest-june-2020

https://www.theedgemarkets.com/article/cimb-foreign-shareholding-rose-224-august-highest-june-2020

JJFinn : nobody can accurately predict future price movement, whenever you have spare fund, just top up and keep for long term.
If you ask me, I think the share will trade above 10 is a year or two and above 12 in 2 to 3 years.
Management has a guidance of above 100 sen EPS in their 5 years plan, if they can achieve that, then 12 means a PE of less than 12 times, which is very cheap for the No.1 blue chip.
And while waiting for them to grow the profit, you still get a dividen of about 7%....mana mau cari :)


you cannot campare this with high beta speculative stock...while the short term gain might be tempting....look at what happen to those who chase gloves stocks last year.

Haha....sifu tolle :p

Haha....choysun...correct also..buy at any time also got divvy bcos this tiger gives good divvy twice a year....total about 7% if buy at current price :)

@linges Thanks :)

This morning traded volume is higher than PBB...haha.

If price holds, means short term profit taking is well absorbed.

It seems foreign fund has been accumulating slowly.

https://investor.boardroomlimited.com/

Open an account here, and can subscribe online for a fee of RM7.....2 commission n 5 for stamp

Sifu tolle : I can queue my holding during pre opening to show calvintaneng what I have if he can also do the same for the stock he recommend .....haha :)

sifu tolle : Happy Mid-Autumn festival to you & your family.

@choysun up more than 10 sen, I am happy liao...haha :p

staypositive : Happy Mid-Autumn festival to you and your family...cheers.

Posted by stkoay > Aug 24, 2021 1:12 PM | Report Abuse X

@Cslee no, MBB is my long long term hold.

Recently took some profit on Mahsing and Genting and wanted to switch the proceed to MBB but waited too long...now, don't know what to do with the fund....will probably wait for some correction.

calvintaneng : don't believe my holding.....I can show like I showed my KSL holding in 2014....haha.

See https://klse.i3investor.com/servlets/stk/8583.jsp


Mahsing sold at 82 sen on 27-7-21.....made 100+K.....haha

calvintaneng : haha....laugh die me...get out?? I hold 428K shares.

KSL sold at RM4.50 in November 2014....go check my postings there ....haha :)

Posted by choysun > Sep 21, 2021 6:30 PM | Report Abuse

@stkoay 28 sens divvy, should open at 8.05 right? Sure gap up? I was hoping dip below 8 can top up more :p

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choysun : No la, big cap won't gap up, previous ex 38.5 sen...was up 20+ sen....so, hope can repeat...up 10+ sen :)

Close above 8.10 :)

Open 8.08 :p

Sifu tolle : tomorrow open what price? :)

Foreign Shareholding of MBB

6-8-21 : 16.19%

13-8-21 : 16.20%

20-8-21 : 16.23%

27-8-21 : 16.28%

3-9-21 : 16.35%

10-9-21 : 16.37%

Wow....not red in a sea of red.....so strong.

@Keyman188......banking sector is one of the value buy now.....especially MBB....No.1 stock...trading at only about 12 times PE....and dividend yield of about 7%.....

Don’t rob Peter to pay Paul

https://www.thestar.com.my/opinion/letters/2021/09/18/dont-rob-peter-to-pay-paul

Don’t rob Peter to pay Paul

https://www.thestar.com.my/opinion/letters/2021/09/18/dont-rob-peter-to-pay-paul

https://www.thestar.com.my/opinion/letters/2021/09/18/dont-rob-peter-to-pay-paul

https://www.thestar.com.my/opinion/letters/2021/09/18/dont-rob-peter-to-pay-paul

Posted by tollebunsmith > Sep 17, 2021 7:15 PM | Report Abuse

LOL.. i am spechless... u took the words right out of my mouth!!


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Yes 100% agree with you....these Mara boys should get more tuition lessons from the Foreign traders....so malu, look at how they trade...secondary school boys can do better than them.

tolle: same theory, now MBB 7.97 ONLY

The EPF boys who are trading PBB did a much better job today

Foreign Fund traders put the PNB Mara boys in their pockets....these boys need to go back and suck more susu......

https://klse.i3investor.com/blogs/hleresearch/2021-09-17-story-h1571586464-Traders_Brief_Consolidation_to_Continue.jsp

As China continues its “Common Prosperity” crackdowns, more outflows from the China/HK markets are likely to prevail in the near term and Bursa Malaysia is likely to remain as one of the beneficiaries due to its laggard status. With domestic institutional funds remain net sellers (-RM2.76bn since end July), further external inflows may stimulate the local institutional funds to play catch up. For investors that missed out on the “mini Aug rally” (+7.1% MoM), we reckon the current market weakness could be the next boat to catch on the broader re-opening theme play. Our top picks have a recovery tilt –Maybank.

linges : analyst predicted the waiver of interest for loan moratorium will affect about 3.9% of Maybank profit for 4Q versus industry average of 5% impact.

GS for the past 6 months dropped 19+%....why why tell me why.

Yes, why why tell me why Genting Singapore drop these few days...shareinvestor88

The impact would be smallest for Malayan Banking Bhd (Maybank) at 3.9 per cent as only 61 per cent of its loans are in Malaysia."