ya. i think revenue will not affected directly as higher inflation meaning people tend to need more demand in loans. but in term of loan quality i think it will affect.. NPL may deteriorate as when inflation is high, ppl will have higher tendency to default the loan. If aeon credit too picky on the borrower quality, it will then slow the revenue growth.
Many link this company to Aeon, indeed it is moving toward business independency from its sister company. Market inefficiency has caused it is attractive to be invested.
20Dec2014 and 21Dec2014 are Saturday and Sunday respectively. I think the announcement of quarterly financial report would probably be on 19Dec2014 (Friday).
Dong Yer, MBSB NPL is double compared with this counter, but MBSB has secured loan (mortgage) to cover back NPL losses. This counter majorly is unsecured loan.
blackdove, It is my personal view that there would be no direct impact.
BUT the BEAR just cannot differentiate a blue chip, quality stock, growth stock, low liners and speculative stocks and not to mention stocks with no fundamentals.
To quote :
"Bull markets are born on pessimism and grow on skepticism. The time of maximum pessimism is the best time to buy." - Sir John Templeton.
“Be Fearful When Others Are Greedy and Greedy When Others Are Fearful” - Warren Buffet.
Yes. Wisdom is found on these quotes and from the mouths of many other successful equity investors.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
lsv1977final
1,447 posts
Posted by lsv1977final > 2014-10-13 18:38 | Report Abuse
Fall, fall, fall