Hello Icon, Maybank also has large exposure in Indonesia but no such impairment losses. From this point of view, CIMB does not manage well in the past few years. Beside CIMB and AMBank, no other banks in your portfolio?
U are great indeed. Following economic cycle during recovery the trend is for banking.. To be more specific Finance investment will overbeat market. They are such as TA, INSAS, KAF, APEX etc.....
Item 2C abt the CEO can forget it... You should his last interview before this one compare with what he said and the results... In fact if you look at what the bank has been saying past few quarters looking forward vs actual results you'd realise they r full of sh*t...
No way. QR of Maybank and CIMB in Indonesia are so good. It is already a turning point.
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Posted by RainT > 2016-07-27 21:58 | Report Abuse
Banking stocks are you sure ??