Posted by tollebunsmith > 2021-09-30 16:47 | Report Abuse

Alan : want buy more at offer 8.01??? do it now......

Posted by tollebunsmith > 2021-09-30 16:49 | Report Abuse

Perhaps epf mara boys having some fun with the closing prices.

Posted by tollebunsmith > 2021-09-30 16:49 | Report Abuse

nope.. no 8.01.. only 8.05

Posted by stkoay > 2021-09-30 16:55 | Report Abuse

Sifu tolle...any comment on the reason for the volatile and active trade this afternoon on blue chips....esp banks

Posted by Foreign_Invest > 2021-09-30 18:09 | Report Abuse

based on past 3 years, 7.5 is fair price?

Posted by derricksyl > 2021-09-30 18:11 | Report Abuse

4QCY21 Investment Strategy - Shifting Ground
Source: KENANGA, Price Call: BUY, Price Target: 10.65

Posted by tollebunsmith > 2021-09-30 18:12 | Report Abuse

Just my gut feelings: Ismail is playing with political popularity , where he goes around and does PO:ICY benefiting one majority group. HE started 1. interest from banks to xx 2. Freight ownership 51% 3. Future decisions most likely to benefit his target proups/cronies 4. Rule of law/justice seems and is flawed on matters \pretaining Hamidi and others 5. Zati/spouse case in Singapore
6. JPN Data leakage/hacked so possibility of other leaks from Gov entities. 7. MY2H sudden goal post shift which lead to many foreigners dislike and liquidating their holdings and Malaysia in bad light where investors feel unsafe on policy matters ( half baked ideas/changing policy on whims/ unthough thru policy). 8. Questionable big payments to external think tanks/unaccountability. 9. Crypto being classified as illegal 10. Draft proposal for Tax file number for easy tracking on foreign deals by normal individuals but high profiled / individual walk free and no action taken... future might be worse. 11. GST might be reimplementrd to increase revenue and they will use helping xxx group as they are raced based incentive and most will fall for it.. easy money. With more money more songlap possibility. 12. Lack / weak accountabilty , no check and balance.


All these within a short period and fairly recently. If this is the preceived direction in future, it will not be favourable to foreign investors.

DIsclaimer : These are just my views and may be fake/ unproved or rumour.

Would be wise to have foreign investment

Posted by bobvic96 > 2021-09-30 20:28 | Report Abuse

Cslee1215: Sifu tolle, always my role model. Btw what is songlap?

Sep 24, 2021 7:33 PM | Report Abuse

Item 22:
https://www.ordinaryreviews.com/slangs-malaysians-love-to-use

Posted by tollebunsmith > 2021-09-30 22:06 | Report Abuse

My defination of songlap: Pray to God and while He is not looking, i take a lot of money which does not belong to me ( some call it donation) and then when caught my friends in high places say i own LHDN just one million whan actually RM20 mils entered into my account , and Banks close one eye .... err.... 2 eyes and polisi close 2 eyes and presekutor close 2 eyes and judge also 2 eyes, and God close 2 eyes and i just pay small amount an get to keep all the money. But if u underdeclare by RM100 LHDN will saman you kow kow and warn u ( if u not a certain race). I like to friend mazelan... i think he can learn from me. And all my cases will be dropped and no reason given by anyone in power cos no reason actually.

Posted by tollebunsmith > 2021-09-30 22:07 | Report Abuse

hameedi , nazeeb and Komidi should be our role model.... sounds like Do Re Me

Posted by tollebunsmith > 2021-10-01 09:16 | Report Abuse

today point of view: keep cash handy just in case u get better offer than Alan Teh's 8.07... keep cash to sapu...

Reason: wont go down forever and wont go up forever... as long as u buy lower price than us..

u are relatively safe.. cos i loss RM1k u only lose RM100..but TH/EWPF/ASB/KWAP lose 200mil figuratively .

Posted by tollebunsmith > 2021-10-01 09:17 | Report Abuse

ANd u lose only if u sell.. as long as u keep. u never lose... most here dont even bother to check price.. come back every 2 yrs only , if they still remember or is able.

Posted by tollebunsmith > 2021-10-01 09:20 | Report Abuse

DO look at PBB ( at least a little like 10-20% just to be safe bank run by smart people who are not beggers their whole life..

-usual disclaimer * do ur own due deligence

Posted by Hockhwapbb > 2021-10-01 10:47 | Report Abuse

Good morning tollebunsmith, just visiting and Absolutely floored by your definition of songlap. Love it.

Posted by tollebunsmith > 2021-10-01 12:40 | Report Abuse

Hockhwapbb : LOL


bobvic96 is speechless.... due to my typos perhaps.

Posted by stkoay > 2021-10-01 12:53 | Report Abuse

https://www.malaymail.com/news/money/2021/10/01/banking-sector-outlook-seen-positive-on-expectation-of-profit-rebound/2009899

agree with sifu tolle....buy when there's cheap sale....

Posted by Alan Teh > 2021-10-01 12:55 | Report Abuse

Tollebunsmith, noted and will collect more if it drops further. Have allocate more bullets this month

Posted by stkoay > 2021-10-01 12:57 | Report Abuse

https://klse.i3investor.com/servlets/ptres/60932.jsp

Kenanga top picks are MAYBANK (OP; TP: RM10.65 )and RHBBANK (OP; TP: RM6.15). Both stocks are excellent dividend yieldersoffering6-8% and 5-6%, respectively, where MAYBANK is seen to be the favourite for its market leading position in both loans and deposits which makes it poised to enjoy the full leg of the recovery.

Posted by tollebunsmith > 2021-10-01 15:28 | Report Abuse

stkoay sifu, noted with thanks.

Posted by OnTime > 2021-10-01 15:36 | Report Abuse

nobody should believe tp anymore. Anal-ysts can change them on a whim.

Posted by linges > 2021-10-01 15:45 | Report Abuse

October sale is here..

Posted by ToTheMoon > 2021-10-01 16:15 | Report Abuse

Anyone cares to calculate how much EPF forked out for the i xxxx and its total assets is how much?

Since unemployment is high, epf monthly /yearly total new money will be a lot lower compared to pre covid,

I want to buy, but feel like downside risk is there and no upside certainty, besides the dividend lol

Posted by Cslee1215 > 2021-10-01 16:21 | Report Abuse

Nice! Time to collect more.

Posted by tollebunsmith > 2021-10-01 16:39 | Report Abuse

worth trying park at 8.00... i cant cos i have use all my money and next income is in January... only can use MBB dividend later part of this month... jealous of u guys who have spare cash to buy!!

Posted by tollebunsmith > 2021-10-01 16:41 | Report Abuse

stkoay: the PBB/MBB sen parts is back again.. both track each other .. now MBB is x.04 abd PBB is x.04!!

Posted by stkoay > 2021-10-01 16:53 | Report Abuse

Yes sifu tolle.....plus dividend MBB is still ahead by 21 sen :p

Posted by stkoay > 2021-10-01 16:57 | Report Abuse

Sifu tolle....I normally withdraw fund fro ASM on the beginning of the month ( cos the dividend is monthly rest)....this morning thought of getting my next round bullets...but reconsider cos of the volatility....wait n see for another few days....if the volatility persist, then may be will only top up next month.

Posted by bobvic96 > 2021-10-01 17:33 | Report Abuse

tollebunsmith Hockhwapbb : LOL


bobvic96 is speechless.... due to my typos perhaps.
01/10/2021 12:40 PM

The meaning is understood, even if not all the words. And I agree.

Posted by stkoay > 2021-10-01 18:30 | Report Abuse

https://klse.i3investor.com/blogs/PublicInvest/2021-10-01-story-h1591843323-Banking_Financial_Stability_Review_1H_2021.jsp


While we maintain our Neutral view on the sector, it continues to be with a positive bias given its lagging valuations relative to the broader market. For sector exposure, we like Alliance Bank and Maybank.

Source: PublicInvest Research - 1 Oct 2021

Posted by stkoay > 2021-10-01 18:31 | Report Abuse

Sifu tolle : PBB IB also likes MBB :)

Posted by tollebunsmith > 2021-10-01 22:50 | Report Abuse

stkoay sifu: my personal opinion... grab MBB partially... like 1/3.. so if it drops more u still can pick up more and if price goes up... u wont feel u had missed the bus,

Posted by tollebunsmith > 2021-10-01 22:51 | Report Abuse

Best of both worlds... just my 2 sen.. cos the price is attractively low.

Posted by jeffchan1901 > 2021-10-01 23:02 | Report Abuse

you guys noticed that EPF has been buying PBB continuously for the past week? 24M in 5 days

Posted by stkoay > 2021-10-02 13:17 | Report Abuse

Sifu tolle : noted your opinion. Thanks.

Entry price at around 8 is always attractive...from it's historical chart, it seldom trades below 8, only during crisis and only for short duration, and also at 8, dividend yield will be about 7%.....I am still collecting slowly, am cautious on the volatile market....but end of the year usually are positive for market...especially blue chips due to window dressing.

Posted by linges > 2021-10-02 14:39 | Report Abuse

Agree @stkoay..accumulating below 8 is always a best strategy for long term..furthermore now at 8.05, its trading at fair value PE12…so that is another good reason to collect below 8…
*Only risk to bear in mind…hope the earning in next coming quarters doesn’t dropped drastically..otherwise the PE will go up too high fr fair value..

-my weekend 2sen

Posted by Bababa8888 > 2021-10-03 08:40 | Report Abuse

Hi Sifu sekalian,

I got a newbie question, since Maybank declare dividend may I know how they pay out ? Direct bank in or by cheque ? Thanks

Posted by stkoay > 2021-10-03 15:07 | Report Abuse

@linges....all analyst do not expect impact from moratorium to be higher this year compared to last year.
Last year the dividend was 52 sen, so I am expecting this year to be higher than that, as interim was 28, I guess can expect final to be higher, which is the norm based on historical record, even last year.

Happy weekend and happy buying in 4th Q.

Posted by stkoay > 2021-10-03 15:57 | Report Abuse

https://klse.i3investor.com/servlets/ptres/60926.jsp

Retain our OVERWEIGHT stance on the sector with our top BUYs on RHB Bank (fair value RM6.80/share), Maybank (FV RM9.90/share) and CIMB Group (FV RM5.80/share). We favour banks with expected improvement in regional performance from the gradual economic recovery and banks with undemanding valuations. The US Treasury yields have recently continued to rise with 9 members of the FOMC in favour of an earlier rate hike in 2022 in the recent Fed meeting as compared to 7 earlier. Pressure for rate hikes is expected to also spill over to emerging markets, including Malaysia.


Any increase in interest rates will be positive on banks’ interest income and margins.

Posted by supersinginvestor > 2021-10-03 17:55 | Report Abuse

Calvintaneng@chicken little
Again spreading fear n false info...

Kiyosaki is an entertainer u fool.. he sells books...
U buy lorr his book read n keep it to yourself ok...
If everyday someone shouts market crash sooner or later market will crash...
1997 2000 2007 2020
Thats how markets work..
Crash good lorr can buy more
BUY MORE....
U want safe wear a condom...ok

Posted by jeffchan1901 > 2021-10-03 21:21 | Report Abuse

@Bababa8888 pay to your bank account

Posted by Bababa8888 > 2021-10-04 00:14 | Report Abuse

@jeffchan1901 tq sir, for Maybank May I know when will pay out ? As I haven’t receive… thanks

Posted by JJFinn > 2021-10-04 08:42 | Report Abuse

@Bababa8888 pay out date is on the 21-10-21.

Posted by jeffchan1901 > 2021-10-04 09:19 | Report Abuse

@Bababa8888 register at this site if you want to convert some dividend into DRP shares

https://investor.boardroomlimited.com/

Posted by God123 > 2021-10-04 10:17 | Report Abuse

@calvintaneng I agreed what Robert said but based on my view this time they are well prepared for the correction. JPMorgan, Morgan Stanley all these big foreign institution are having their largest cash reserved in history to prepare for this tapering, interest rate hike and prepare to buy the dip. They are well prepared this time =)

Posted by supersinginvestor > 2021-10-04 10:22 | Report Abuse

@God123.
Well prepared means no correction..
If u know wat investing is all about..
Means excess cash n all aldy negative...thats why markets going up n up n up...
Ok..
They have been in cash for years aldy...
Plz dont spread fake news....

Posted by supersinginvestor > 2021-10-04 10:25 | Report Abuse

Calvintaneng is such n freak. He changes nick n goes everywhere scaring people. Now here...
Come on..
Stop...

Posted by supersinginvestor > 2021-10-04 10:26 | Report Abuse

Beware calvintaneng uses all kinds of nicks. To spread fake n false news...
One sided analysis...
God123 is one of them...

Posted by LossAversion > 2021-10-04 10:27 | Report Abuse

It is really fun to see a freak like calvintaneng...at least one knows that there are still worse people around!!!

Posted by OnTime > 2021-10-04 12:27 | Report Abuse

Agree!

Posted by linges > 2021-10-04 12:50 | Report Abuse

Calvintaneng refering to Robert Kiyosaki..ha ha..that guy Robert was promoting real estate and condemning crypto..suddenly one day he posted bought crypto and say it is future..and few weeks later crypto crashed..he go silence..ha ha
Its not abt real estate or crypto or whatever…the principle of the people is matters..