Posted by tomwah > 2016-05-17 11:54 | Report Abuse

i believed its my right to get in boat

Posted by newbb > 2016-05-17 13:10 | Report Abuse

my only worry is without foreign fund support, can maybank back to 9.00 in near term?

Posted by Buns > 2016-05-17 13:19 | Report Abuse

foreign funds will come back. Look at it this way, you wanna go in when foreign fund flow is at week high or at week low? Week low. Get your seat to the movie early.

http://www.theedgemarkets.com/my/flash-categories/fund-flow

Why? Rational thinking.

Jap/UK/Europe/US/Korea/Aus/NZ/Canada/China/SG are down. Historically speaking.

Asset wise-bonds/deposits are suffering from negative rates. structures are okay but yield is low for the risk taken. Sharpe ratio not that good.

So what else is there? stocks, gold,commodities. Let's skip comm for obvious reasons.

Stocks and gold left. Yes you can do gold, but it won't yield anything and there is a carry cost. So mostly it's a trading/high leverage play.

Stocks left. Defensive strat now so managers will go into REITS, infra (gamuda etc) and big cap. Maybank sold cause of MSCI news and NPL. However, I believe it has been oversold. The upcoming earnings on the 27th will prove right or wrong.

Posted by Junichiro > 2016-05-17 14:45 | Report Abuse

What makes u think foreign funds will come back? Now foreign funds are cutting down exposure in M'sia. Corruption issues. So many things are happening. Even if MBB does recover, it is likely to be gomen funds buying rather than foreign funds. M'sia needs the world but the world does not need M'sia.

Posted by Beza > 2016-05-17 15:09 | Report Abuse

Buns is wise to know the fact Malaysia offers better investment return for them that is from US, Europeans, Japans etc.. If they don't sell, retail investors will not follow them to sell. Only when they do it, then they can buy back at very cheap price. Remember, 95% of retail investors lose money in equities.

Posted by Beza > 2016-05-17 15:11 | Report Abuse

Investors only want to make money. Whatever issues such as 1MDB, MSSI, Oil etc. They will capitalise for all issues.

Posted by Buns > 2016-05-17 19:24 | Report Abuse

Hi Junichiro, yes they are cutting down as everyone knows they dumped 1b plus last week. They did the same in Aug 2013. It recovered later. Where else is the money going to flow? They sold in anticipation of MSCI. That event has passed. Maybank still held it's walls at 8.40 plus after the brutal selloff. Once investors find more rate cuts are bound for most of the developed world they will return. Probably not as robust as before but an allocation nonetheless.

The issues you were right about is corruption and oil. Most investors already know these issues since mid year ago. They aren't late to the party. That was when maybank fell to 8.18-8.20. After that it recovered to 8.80 within 2-3 months.

In global economy everyone needs each other. Always put yourself in the fund manager's shoes who manages a global mandate fund. Where would you put the cash to work? I'm not saying Malaysia is the star, but it's definitely on their radar. USA is overbought after a 7 year rally, East Asia is down, SG neighbor REITS all down, Indo rate cut, Aus/NZ rate cut, Europe negative rate, UK migrant crisis and brexit. Malaysia average PE or PB depending on industry is low compared to those countries.

Posted by shortinvestor77 > 2016-05-17 22:49 | Report Abuse

http://www.chinapress.com.my/20160517/%E5%88%B8%E5%95%86%E5%94%B1%E5%A5%BD%E9%8A%80%E8%A1%8C%E8%82%A1-%E5%A4%A7%E7%9C%BE%E9%8A%80%E8%A1%8C%E6%BC%B216%E4%BB%99/

Posted by shortinvestor77 > 2016-05-17 22:49 | Report Abuse

券商唱好銀行股

Posted by hng33 > 2016-05-18 11:17 | Report Abuse

Getting stronger nowwwwwwwwwwwwww

Posted by hng33 > 2016-05-18 11:26 | Report Abuse

Sold back all Maybank at 8.61, lock in all contra profit, free up capital frist

Posted by tomwah > 2016-05-18 11:33 | Report Abuse

COMING Back

Posted by tomwah > 2016-05-18 15:06 | Report Abuse

i agreed hng33

Posted by stocktrader3 > 2016-05-18 15:56 | Report Abuse

follow u guys, sold at 8.64..brought last friday at 8.37

Posted by feiloh > 2016-05-18 18:20 | Report Abuse

Waiting rm10

Posted by shortinvestor77 > 2016-05-18 23:05 | Report Abuse

Waiting around RM9.

Posted by tomwah > 2016-05-19 07:52 | Report Abuse

Long term investment

Posted by tomwah > 2016-05-19 07:55 | Report Abuse

Two month to go 9

Posted by rkpvr > 2016-05-19 10:31 | Report Abuse

Tomorrow Fri...down trend ...can buy at 8.30huh .lets hope for the best

Posted by Matchai > 2016-05-19 10:40 | Report Abuse

wont break 9.0 for coming 3 mths. fluctuated at this 8.3-8.6++ only

Posted by Buns > 2016-05-19 10:43 | Report Abuse

Won't break 9, but will spike 8.80 if US econ low. Wait for June Fed meet, no hike-8.80 come.

Posted by stocktrader3 > 2016-05-19 11:09 | Report Abuse

seem like market is preparing for june's hike.

Posted by tomwah > 2016-05-19 12:50 | Report Abuse

drop again .-.17

Posted by Buns > 2016-05-19 15:02 | Report Abuse

very good. with all the pressure on rates/scandals/net outflow it still holds at mid-40s. smart money retains after dumb money is flushed out.

Posted by newbb > 2016-05-19 15:53 | Report Abuse

just wondering could it be the other way round where smart money is moving out at mid-40s, dumb money stucked?

Posted by Buns > 2016-05-19 18:41 | Report Abuse

It could be possible. However historically, if you look at track record of most retailers, dumb money has always been in last and out first at the wrong time. HFs/PEs/MFs have acted the exact opposite (good ones at least).

Good read to your question: http://www.bloomberg.com/news/articles/2016-03-30/a-2-billion-fund-says-good-riddance-as-dumb-money-flees-japan

Posted by chpu2001 > 2016-05-19 19:13 | Report Abuse

buy buy buy

Posted by Janus Mun > 2016-05-22 14:36 | Report Abuse

Buns,as a joke.....i think the only gd industry to invest in japan is their AV.porn industry!hahahahahaha

Posted by Buns > 2016-05-23 08:16 | Report Abuse

haha yeah. if it were listed I would definitely buy in.

Posted by tomwah > 2016-05-23 10:55 | Report Abuse

hope today is continue warming up execise ,,,tomorom will be great day

Posted by hng33 > 2016-05-24 16:19 | Report Abuse

Bought back Maybank at 8.35

Posted by Ming Koay > 2016-05-24 16:32 | Report Abuse

drop again!

Posted by hng33 > 2016-05-24 16:32 | Report Abuse

Bought more Maybank at 8.33

Posted by hng33 > 2016-05-24 16:50 | Report Abuse

Bought all Maybank at 8.31

Posted by Amit Khindriya > 2016-05-25 05:43 | Report Abuse

Write a comment..Rm7.7 next

Posted by charliecharlie > 2016-05-25 09:17 | Report Abuse

wow...scary dip...

Posted by hng33 > 2016-05-25 09:21 | Report Abuse

Bought last batch of Maybank at 8.25, average down

Posted by lazycat > 2016-05-25 09:21 | Report Abuse

hng33 sifu always miraculously get out with profit, don't worry for him

Posted by Junichiro > 2016-05-25 09:24 | Report Abuse

Support at 8.15 - 8.20. If it breaks, another storylah. KLCI index fell but the average PE ratio has risen, indicating companies reporting no-so-good results. The massive built of condos & shopping malls in face of dropping demand means massive NPLs for banks?? A recession in 2017? With the stock component of GDP growing in the last few qtrs, it means demand is on the decline.

Posted by Junichiro > 2016-05-25 09:26 | Report Abuse

Sure, hng33 is one of the wisest players I have ever come across. He would be good at playing futures too.

Posted by tomwah > 2016-05-25 10:14 | Report Abuse

bought at 8.24

Posted by leslieroycarter > 2016-05-25 11:19 | Report Abuse

Bad month for maybank in may....

Posted by BN_menang > 2016-05-25 12:37 | Report Abuse

Where is sell in May?

Posted by BN_menang > 2016-05-25 12:38 | Report Abuse

Deustch Bank TP RM 7.50 when can reach?

Posted by Junichiro > 2016-05-25 14:54 | Report Abuse

Heavy selling.

Posted by sineo > 2016-05-25 16:11 | Report Abuse

hi all, I am new here. I read an article days ago by J P Morgan Research - Opportunities in Malaysia Market. Highlighting to avoid bank stocks of CIMB and Maybank with the reasons of Exclusion from MSCI index, loan growth slow down, volatile ASEAN currencies to hit earnings. Can anyone of you share why is the reason it stated Maybank exclusion from MSCI index? MBB no longer in MSCI index meh?

Posted by richboy > 2016-05-25 16:40 | Report Abuse

Heavy buying.

Posted by Ming Koay > 2016-05-25 16:52 | Report Abuse

back to yesterday closing

Posted by hng33 > 2016-05-25 17:02 | Report Abuse

Selling pressure ease off, all well absorb, further downside risk limited, time is due for rebound next

Posted by tomwah > 2016-05-25 19:07 | Report Abuse

Scare the hell