Posted by stkoay > 2021-07-01 12:39 | Report Abuse

Corrupt lap dog....lan si lan yong....see his face feel like slapping him.

Posted by staypositive > 2021-07-01 13:20 | Report Abuse

Rakuten still no cash dividend yet always slowest... but I still like their platform =)

Posted by Mytime > 2021-07-01 16:07 | Report Abuse

Rakutan cost very cheap compared to investment banks

Posted by stkoay > 2021-07-01 17:45 | Report Abuse

We orate buying-on-weakness and highlight MAYBANK (OP; TP: RM10.65) as our favourite pick in the sector. Its industry-leading dividend yield (7-8%) and dividend-to-ROE provide sizeable buffers for investors seeking a long-term play amidst ongoing macroeconomic uncertainties. Additionally, its GIL ratio is still fairly within the industry average of c.2.2% which indicates the bank has sound asset quality measures despite being the market leader (c.30% financing share) between the 10 banks within our coverage. Further, its high fixed-rate loan mix (c.28%) is offset by its high CASA-to-deposit ratio (c. 40%) to cushion OPR fluctuations in the near-term.

Source: Kenanga Research - 1 Jul 2021

Posted by stkoay > 2021-07-01 17:47 | Report Abuse

Retain our OVERWEIGHT stance on the sector with our top BUYs on RHB Bank (fair value RM6.90/share), Maybank (FV RM10.40/share) and CIMB Group (RM5.60/share). We favour banks with expected improvement in regional performance from the gradual economic recovery and banks with undemanding valuations.
Source: AmInvest Research - 1 Jul 2021

Posted by choysun > 2021-07-01 21:13 | Report Abuse

Rakuten cash in already!

Posted by stkoay > 2021-07-01 21:52 | Report Abuse

@choysun....with Rakuten, your shares are parked in nominee account...why not go open your personal CDS account....can "feel more secure" with your shares in own CDS account...haha:)......also dividend payment will be faster.

Posted by stkoay > 2021-07-01 22:09 | Report Abuse

Source : HLG
Stock : MAYBANK Price Target : 9.40 | Price Call : BUY
Last Price : 8.11 | Upside/Downside : +1.29 (15.91%)

Source : HLG
Stock : PBBANK Price Target : 4.50 | Price Call : BUY
Last Price : 4.12 | Upside/Downside : +0.38 (9.22%)

Posted by Flying Fox > 2021-07-01 22:11 | Report Abuse

Repeat. LGE talk no 1, always act like superstar.

Mytime Yup DAP is just a puppet of PH. No power and hopeless party
29/06/2021 6:18 PM

Posted by stkoay > 2021-07-01 22:14 | Report Abuse

Haha....100 % agree.

Posted by stkoay > 2021-07-01 22:15 | Report Abuse

Industry-leading dividend yield (7-8%)

Source: Kenanga Research - 1 Jul 2021

Posted by staypositive > 2021-07-02 00:01 | Report Abuse

Rakuten dividend in =D

Posted by Jeffreyteck > 2021-07-02 08:05 | Report Abuse

Uum, Top DY 18%. But believe tiger has a better potential despite prolonged mco and good daily number released on covid by respected and competent gov.

Posted by tollebunsmith > 2021-07-02 10:09 | Report Abuse

PNB also went for drip

Posted by tollebunsmith > 2021-07-02 10:12 | Report Abuse

I want MBB go up to 8.20... can ah? wishful thinking? if it did , my rating would be fantastic

Posted by stkoay > 2021-07-02 12:18 | Report Abuse

Source : KENANGA
Stock : MAYBANK Price Target : 10.75 | Price Call : BUY
Last Price : 8.12 | Upside/Downside : +2.63 (32.39%)

Henceforth, our top pick for 3QCY21 is MAYBANK (OP; TP: RM10.75) as its industry-leading dividend yield (7-8%) and dividend-to-ROE would provide sizeable buffers for investors seeking a long-term play amidst ongoing macroeconomic uncertainties. Additionally, its GIL ratio is still fairly within the industry average of c.2.2% which indicates the bank has sound asset quality measures despite being the market leader (c.30% financing share) between the 10 banks within our coverage.

https://klse.i3investor.com/servlets/ptres/60102.jsp

Posted by tollebunsmith > 2021-07-03 09:52 | Report Abuse

Good news..

Increasing chance for Bank Negara to cut OPR by 25bps on July 8

Price goes below 7.90?

Posted by Cslee1215 > 2021-07-03 10:58 | Report Abuse

Fake news?

Posted by stkoay > 2021-07-03 13:22 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/07/03/opt-in-moratorium-more-manageable-for-banks


He points out that banks will still be able to recognise interest income, despite the payment deferments.

“The concern is, however, on the liquidity of banks as cash flow may be affected.

“However, we understand that Bank Negara will provide liquidity support.


______________________________________________________________________

Cut SRR instead of OPR....haha :)

Posted by OldWiseMan100 > 2021-07-03 13:29 | Report Abuse

SRR is liquidity
OPR is to boost consumption, lower the monthly payable debt

Posted by staypositive > 2021-07-03 15:11 | Report Abuse

Bank Islam Malaysia Bhd economist Adam Mohamed Rahim said besides Covid-19 developments, investors will closely monitor the next Monetary Policy Committee (MPC) on the overnight policy rate (OPR), scheduled to be held on July 8.

"Bank Negara Malaysia (BNM) is likely to stay put with the current OPR of 1.75%.

"A rate hike in 2021 is premature," he told Bernama, noting that the country was still in the midst of a recovery with current daily new coronavirus cases staying above 5,000.

Posted by staypositive > 2021-07-03 15:16 | Report Abuse

Not likely rate hike, but no rate cut =O

Posted by ahbah > 2021-07-03 15:19 | Report Abuse

Negative rate is good ?

Posted by stkoay > 2021-07-03 15:47 | Report Abuse

https://www.nst.com.my/news/government-public-policy/2021/07/704780/no-more-blanket-phase-1-all-states

PUTRAJAYA: The National Security Council has agreed to allow individual states to transition into the next phase of the National Recovery Plan (NRP) once they meet their respective threshold indicators for each of the phases.

The matter was announced during a joint press conference between Senior Minister (Security Cluster) Datuk Seri Ismail Sabri Yaakob and Finance Minister Tengku Datuk Seri Zafrul Abdul Aziz today.

Posted by tollebunsmith > 2021-07-03 16:40 | Report Abuse

Cslee1215:

Increasing chance for Bank Negara to cut OPR by 25bps on July 8

https://www.thestar.com.my/business/business-news/2021/07/02/increasing-chance-for-bank-negara-to-cut-opr-by-25bps-on-july-8

Posted by tollebunsmith > 2021-07-03 16:40 | Report Abuse

If Star lied then i lied, if star true, then me true.

Posted by stkoay > 2021-07-03 16:53 | Report Abuse

https://www.thestar.com.my/news/nation/2021/07/03/khairy-malaysia-to-receive-12-million-covid-19-vaccine-doses-in-july

https://www.thestar.com.my/news/nation/2021/07/03/five-states-to-transition-to-phase-two-of-nrp-from-july-5-says-ismail-sabri

Plenty of vaccine coming....more states opening up...

.....good for recovery play....

Posted by RedEagle > 2021-07-03 20:47 | Report Abuse

Modification Loss??

Posted by skybursa > 2021-07-04 13:21 | Report Abuse

The latest EMCO will cause massive hardship to the low income groups. Selangor and KL contributed 40% of Malaysia GDP. PN government had greatly disappointed the people.

Posted by stkoay > 2021-07-04 17:51 | Report Abuse

https://www.nst.com.my/business/2021/07/705044/investors-dont-see-end-record-breaking-equity-rally-just-yet

For some market watchers, like BlackRock's co-chief investment officer of fundamental equities Nigel Bolton, any pull-backs would be buying opportunities, though.

"We see really strong earnings growth, not just for this year, not just the bounce back, but actually going forward into 2022 and also, at a slower pace, into 2023 as well," BlackRock's Bolton said by phone. "So all of those factors are the reasons why you are still looking at a bull market and we will have wobbles on the way."

Posted by tollebunsmith > 2021-07-04 19:31 | Report Abuse

Modification Loss already factored in last yr reserved in 2020, deswai u dont see much drop in shares price after the emco announcements for banks.

Posted by tollebunsmith > 2021-07-04 19:33 | Report Abuse

most analyst still forecas a higher TP

Posted by Tedinvestor > 2021-07-05 10:53 | Report Abuse

Emco in selangor not good news at all. Just hold on tight and hope the storm be over soon

Posted by cbkia4896 > 2021-07-05 14:30 | Report Abuse

kaninabeh maybank 2u down, i cant subscribe ipo

Posted by tollebunsmith > 2021-07-05 15:05 | Report Abuse

something ( i guess.. just gut feeling ) political is brewing, cos loss of confidence in MBB... and not covid related

the good news is i am usually wrong

Posted by tollebunsmith > 2021-07-05 15:07 | Report Abuse

with PBB also getting lower and lower

Posted by staypositive > 2021-07-05 15:46 | Report Abuse

Don't let short term affect our judgement. When you sold it, who's gonna take the tickets? Of course it's EPF. They take 6.5% dividend from MBB, give you 5.5% EPF dividend...

Posted by garychee8 > 2021-07-05 16:22 | Report Abuse

i am waiting for u...8.00

Posted by Cslee1215 > 2021-07-05 16:53 | Report Abuse

8.13

Posted by EL_Torro_118 > 2021-07-05 22:20 | Report Abuse

Wow thursday opr cut opr to 1.50% or stay put 1.75%.

Posted by EL_Torro_118 > 2021-07-05 22:40 | Report Abuse

Tp 7.90

Posted by xxxx > 2021-07-06 04:13 | Report Abuse

Buy.

Posted by EL_Torro_118 > 2021-07-06 08:34 | Report Abuse

2 years ago opr cut is to boost people spending.
(Epic fail)
This year cut opr is help people.

Posted by Bgt 9963 > 2021-07-06 08:41 |

Post removed.Why?

Posted by EL_Torro_118 > 2021-07-06 09:43 | Report Abuse

Going down again.
Looks like norning was trap.

Posted by tollebunsmith > 2021-07-06 10:55 | Report Abuse

yes!! 8.10.. rm8 is my prediction.. near future can get this price.. then can buy a bit more.. loser buy now when an get cheaper.

Posted by tollebunsmith > 2021-07-06 10:57 | Report Abuse

yes opr this july expected announcement expected.. else economy go down badly and no one want to invest.. with our monkeys running the country... the three R , good good

Posted by tollebunsmith > 2021-07-06 10:57 | Report Abuse

buy after announcement can get cheaper.. 7.50 would be a good entry price.

Posted by tollebunsmith > 2021-07-06 11:09 | Report Abuse

staypositive : yes u got the poit.. always topup bit by bit when price goes down significantly.. if few sen .. dont waste time.. if goes below 8, grab some for future.. else just look see look see

Posted by tollebunsmith > 2021-07-06 11:13 | Report Abuse

trap must be in the mils so profit is significant.. just like if u buy product from china and sell in malaysia.. one container get rm100 only profit.. then better sleep laaa