Posted by pakatan_harapan2 > 2018-02-20 09:11 | Report Abuse

We support closing down banks. Why let rakyat suffer to make banks share go up?

Posted by apprentice > 2018-02-20 09:13 | Report Abuse

Totally agree. Keep your cash under your pillow and in biscuit tins.

Posted by Christopher Toh > 2018-02-20 15:07 | Report Abuse

which warrant is better?

Posted by winson3939 > 2018-02-21 10:24 | Report Abuse

Potential Warrant should be C38 & C39. C39

Posted by Orange88 > 2018-02-21 12:26 | Report Abuse

SIME 19,21

Money122 I confident that next QR announcement is a good result
19/02/2018 11:07

EngineeringProfit huat ar
19/02/2018 11:52

Ivy Che hopefully can go back to 3.00
19/02/2018 11:55

EngineeringProfit : )
19/02/2018 13:20

vcheekeong Will hit 3.00+
19/02/2018 14:51

Money122 Huat at!!
19/02/2018 20:59

Money122 Start go up...huat at!
20/02/2018 10:32

susan_sg KLSE Picks - BUY 8000 SHARES OF SIME DARBY BHD @2.73-2.74 SL 2.64

Get daily personalized KLSE picks - PM me at +60 112085 7623
20/02/2018 16:57
X
Orange88 Sime 19, Sime 21 Buy Buy Buy 10 sen 7 sen
21/02/2018 11:59


X
Orange88 Orange88 Sime 19, Sime 21 Buy Buy Buy 10 sen 7 sen
21/02/2018 12:19
X
Orange88 Aim 50% returns

Posted by Save > 2018-02-21 16:05 | Report Abuse

@Christopher Toh, 'cheapest' Maybank call warrant is lowest premium C34, in money, reasonable maturity date, good ratio and good trading volume. Please notice that there are 2 call warrants, C31 and C32 going to mature in 5 working days starting tomorrow.
Lowest premium is because C34 already discount on maturity of 2 call warrants.
Disclamer: still owning C34

Posted by perterpan > 2018-02-22 11:07 | Report Abuse

Sold most and now switch to Petronm for its low pe high net cash biz

Posted by gohkimhock > 2018-02-22 11:51 | Report Abuse

i believe that banking stocks are always better than oil & gas counters. Good fundamentals.

Posted by perterpan > 2018-02-23 10:07 | Report Abuse

Petron Malaysia Refining and Marketing Berhad - Hit by Margin Compression
Author: PublicInvest | Publish date: Fri, 23 Feb 2018, 09:46 AM

Petron Malaysia Refining and Marketing Berhad (Petron) recorded a full year FY17 net profit of RM341.8m (+44.8% YoY), excluding exceptional items amounting to RM65.6m owing to compulsory divestment of service stations. The lower-than-expected net profit achievement, meeting only 79% of our and consensus 90% full-year estimates, was the result of margin compression following the faster rise in crude oil prices (cost of goods) against product prices (sales). Operating margin halved to 3.7 % in 4QFY17 against 7.8% for the same period a year ago. The company declared RM0.25 dividend per share for FY17 meanwhile, higher than FY16’s of RM0.22, though in line with our expectation. In the short-term, oil price volatility may persist but in the long run, the outlook on oil prices remains sanguine driven by the re-acceleration of global economy. This will be led by the improving prospects of major economies and hence the pickup in industrialization activities, which in turn will underpin the recovery of demand for oil. We remain positive on the prospects of Petron and reaffirm our Outperform target on Petron with a target price of RM13.62, suggesting a potential upside of 13.5%.

Higher 4QFY17 revenue (+23.6% YoY) driven by higher global oil prices and volume sold. Global oil prices in 4QFY17, using Brent prices as a benchmark, recorded a 24.4% YoY jump to USD61 per barrel. Petron also registered higher sales volume of 9.1 million (+9.6% YoY) barrels for the quarter, owing to better economic conditions and steady increase in the number of petrol stations.
Net profit for 4QFY17 dropped 8.6% YoY to RM101.8m despite the 23.6% increase in revenue. Operating margins took a hit as it dipped to 3.7% in the quarter (4QFY16: 7.8%), no thanks to the faster increase in crude oil prices compared to product prices, leading to compressions.
Outlook. Despite the steady rise in oil prices, the company remains vigilant and cognizant of the persistent volatilities resulting from continued imbalances in oil supply and demand. We believe the company will continue to improve their efficiency as a natural defense against this however. Additionally, we foresee the company will continue to leverage on firmer demand as a result of steady economic conditions which underpins their drive to add more petrol stations in the near future.
Source: PublicInvest Research - 23 Feb 2018

Posted by Save > 2018-02-23 12:11 | Report Abuse

Additional information: C34 trading at a discount to mother because the market expect dividend will be announced later. Mother minor resistances @10.24, 10.28.
Price action of mother is above my expectation. MACD may hook up if able to close @10.24 or above. If MACD hook up, Mother may support KLCI in March.

Posted by apprentice > 2018-02-23 12:20 | Report Abuse

Am expecting Maybank to pay 33-35 sen dividend in May. C34 with ratio of 2.5 will be at some discount (10sen at least) until dividend is paid.

Going for cash settlement for C31 as I forsee mother will be about 10.28 to 10.30 by end of month.

Posted by Mojaco > 2018-02-23 22:58 | Report Abuse

Apprentice.. yr prediction sharp as goshop knife.. haha

Posted by apprentice > 2018-02-23 23:46 | Report Abuse

Lol. Been holding MBB shares for 9 yrs now, after the BII debicle. Played the cw since 2012.

Posted by Mojaco > 2018-02-24 15:49 | Report Abuse

always follow @save & your comments / predictions / opinions! so what is yr next opinion? will hit RM10.50? PRU is coming..

Posted by apprentice > 2018-02-24 19:08 | Report Abuse

Yes, 10.50 could be before PRU. May test previous high of 2013 @ 10.76 befor Xdate dividend.

Posted by Christopher Toh > 2018-02-25 12:45 | Report Abuse

when is the timing to buy C34? after dividend payout? TQ

Posted by spiderman49 > 2018-02-25 22:31 | Report Abuse

c34 current priced already priced in divvy la

Posted by apprentice > 2018-02-25 22:43 | Report Abuse

Can still purchase c34 if one feels MBB will move up. Usually it will shortly before and after Xdate. Timing to buy and sell is everything to maximise profit from c34.

I do not own any c34.

Posted by joetay > 2018-02-25 22:46 | Report Abuse

mbb has a high chance of going above 11 in the next month or so.

but cw liquidity is too thin to buy in huge quantity.

Posted by Amit Khindriya > 2018-02-26 01:13 | Report Abuse

Results out Wednesday.....35 pls

Posted by Save > 2018-02-26 10:37 | Report Abuse

Yes. Just confirmed with investor relation, results will be out Wednesday midday. Speculating that it is a positive results, share price action may be today up, tomorrow profit taking, Wednesday-Friday up 3 days.. Target for KLCI 1880, all the best........

Posted by pundekman > 2018-02-26 11:33 | Report Abuse

bumper dividends!

Posted by Save > 2018-02-26 15:24 | Report Abuse

Have to profit take 10% @0.47 to protect the capital

Posted by apprentice > 2018-02-26 17:29 | Report Abuse

Am glad I decided to go for cash settlement for c31 as liquidity was a problem when cw is near expiry. Normal for all cws.

Posted by Fabien Extraordinaire > 2018-02-26 19:38 | Report Abuse

market is pricing in a good quarterly result...hope earnings do not disappoint. but i think Q1FY18 would be more important as we would know the impact of MFRS9

Posted by Mojaco > 2018-02-27 08:10 | Report Abuse

@apprentice & @save.. is there any possibility Maybank will hit rm11?

Posted by fkser > 2018-02-27 17:36 | Report Abuse

Tp 11.800

Posted by Shahrizal Sukri > 2018-02-27 21:38 | Report Abuse

result sure goodla. i already have a numbers but cant tell here.

Posted by Mojaco > 2018-02-27 21:41 | Report Abuse

Ala.. just give hint la.. tuan shahrizal

Posted by Shahrizal Sukri > 2018-02-27 21:44 | Report Abuse

oklah sikit saja. ROE 10.8

Posted by Save > 2018-02-28 01:34 | Report Abuse

Tuan Shahrizal, is this what you hint?
Q4 ROE =10.08-2.42-2.38-2.92=3.08
Q1 2.42% 16.73
Q2 2.38% 16.06
Q3 2.92% 19.86
Q4 3.08% 20.8-21.3
If 21sen, QoQ is +ve but YoY is -ve, it is a good results but not outstanding enough to break KLCI 1880!

Posted by Save > 2018-02-28 12:14 | Report Abuse

Buy back C34 @0.435 partially, bet on record dividend

Posted by tcs888 > 2018-02-28 13:39 | Report Abuse

Qr out guys.. good result wei

Posted by monreyes > 2018-02-28 14:04 | Report Abuse

PBT RM10B

Posted by Shahrizal Sukri > 2018-02-28 14:05 | Report Abuse

told you QR is good.

Posted by monreyes > 2018-02-28 14:05 | Report Abuse

https://www.thestar.com.my/business/business-news/2018/02/28/maybank-reports-record-fy17-earnings-of-rm7pt52b-div-32-sen/

Posted by Save > 2018-02-28 14:15 | Report Abuse

Yes, good results. My speculation appears many errors. In the fourth quarter, net profit was RM2.13bil compared with the normalised net profit of RM1.74bil in 4QFY16 (after eliminating exceptional one-off proceeds from the sale of securities in 2016).
Read more at https://www.thestar.com.my/business/business-news/2018/02/28/maybank-reports-record-fy17-earnings-of-rm7pt52b-div-32-sen/

Posted by Save > 2018-02-28 14:23 | Report Abuse

Looking at the title, retailers may sell first once market open? Speculation again.
(http://www.theedgemarkets.com/article/maybank-4q-net-profit-rm213b-vs-rm236b-year-earlier
Maybank 4Q net profit at RM2.13b vs RM2.36b a year earlier)

Posted by Save > 2018-02-28 15:10 | Report Abuse

Buy back more C34 @0.40.

Posted by Shahrizal Sukri > 2018-02-28 15:23 | Report Abuse

Cw on sale. dont have extra money already

Posted by fattmoney > 2018-02-28 15:45 | Report Abuse

C34 @ 0.40 still has premium after adjusting for dividend correct?

(Mother (10.42) - Dividend (0.32) - C34 Exercise Price (9.25)) / 2.5 = 0.34 (C34 fair value)

Posted by Save > 2018-02-28 15:51 | Report Abuse

Last buy back @ 0.38

Posted by Save > 2018-02-28 16:04 | Report Abuse

@fattmoney Exactly, or else I wont be able to buy @.40 and below. However, I speculate that before dividend Mother may trade at @TP10.70 anytime soon. (10.70-0.32-9.25)/2.5=0.45 without premium. As I sold earlier @0.47 and buy back at 0.40, thus added margin of safety

Posted by Save > 2018-02-28 16:07 | Report Abuse

Tonight need to monitor Tenaga results. I bet C39 from 0.31 to 0.235....

Posted by tcs888 > 2018-02-28 18:45 | Report Abuse

Qr result good. Mother sustained. Cw drop so much.. any comments people ? Discounts ?

Posted by Save > 2018-03-01 02:02 | Report Abuse

Hi @ tcs888, since nobody comment, may I speculate (use your judgement) possible reasons
(1) CW drops as your suggestion of discount on near term dividend payout.
(2) CW drops can be also due to selling on good news/ into strength. In this case, it will rebound.
(3) Mother sustained because better future profit is bet by some funds while some funds sell into strength/sell on good news. In this case, price will be uptrend in near term
(4) Maybank and Tenaga are major representatives of Bursa Malaysia KLCI, sometimes they do national service. Mother sustained sometimes because Tenaga or others is not ready to support KLCI yet. when Tenaga or other up, then mother can rest...

Posted by Vindy0512 > 2018-03-01 09:46 | Report Abuse

Maybank share price going down again?? Sell or hold

Posted by Mojaco > 2018-03-01 10:07 | Report Abuse

hold

Posted by Proact286 > 2018-03-01 10:09 | Report Abuse

why sell..promising future ahead.

Posted by Save > 2018-03-01 10:54 | Report Abuse

Congratulation to apprentice and others who hold C31 till maturity with 600% profit!
@apprentice, may I know how to calculate amount the banker pay you? Correct me if my calculation wrong as follows:
28/2-10.46
27/2-10.46
26/2-10.40
23/2-10.26
22/2-10.20
Average 5 days=10.356

C31=(10.356-9.5)/3=0.285
profit=0.285/0.04-100%=613%