Posted by Tai KT > 2017-06-21 13:59 | Report Abuse

bonus and iculs should be very soon.

Posted by Lim Chew Hong > 2017-06-21 16:16 | Report Abuse

anyone know who is Jeremy sifu who kept asking good question during AGM and EGM ?

Posted by jeckcw > 2017-06-21 17:10 | Report Abuse

anytIme can buy as long as pE less than 10 ,u will be having margin of safety on this business come with wide moat that growing at double digit

Posted by hong2166 > 2017-06-21 23:54 | Report Abuse

Hi all , I regret that I could not attend the Agm today . Can anyone share some interesting q n a during the meeting ? Are you happy with the answer of management ? Thank you very much for the sharing

Posted by kksk123 > 2017-06-22 09:16 | Report Abuse

tanbk1949, exactly.

Posted by jkhoo99 > 2017-06-22 17:58 | Report Abuse

would the ICULS be traded on Bursa?

Posted by jkhoo99 > 2017-06-22 18:08 | Report Abuse

isn't this ICULS similar to warrant that can be used to purchase the underlying common share, and that the conversion price is the price to pay for the conversion?

Posted by Tai KT > 2017-06-22 18:31 | Report Abuse

can trade in market.

Posted by Tai KT > 2017-06-22 18:53 | Report Abuse

http://tradingbursa.blogspot.my/2006/11/difference-between-iculs-with-warrants.html?m=1

Posted by Tai KT > 2017-06-22 18:56 | Report Abuse

iculs must worth to take compare to normal warrants. enjoy interest pay, fix ratio of convertion.

Posted by paperplane2016 > 2017-06-22 22:02 |

Post removed.Why?

Posted by paperplane2016 > 2017-06-22 22:03 | Report Abuse

Omg! No wonder cash call! Need to maintain certain. Capital level if insurance biz

Posted by patongphuket001 > 2017-06-22 22:06 | Report Abuse

this looking good

Posted by jkhoo99 > 2017-06-23 06:53 | Report Abuse

Thanks for the link Tai KT. Looks like we should be talking about conversation ratio here... Since the ICULS is RM1 therefore the conversation ratio (yet to be announced) should be attractive enough for shareholders to take up.

Posted by invest_101 > 2017-06-23 08:57 | Report Abuse

I don't think the cash call is for insurance business or for insurance capital requirement as they are embarking in the business merely as agents, similar to Pos and MyEg (motor largely) Sounds like a capital light venture and may be promising as they reported to have database of 6m between them and Aeon. Good luck

Posted by paperplane2016 > 2017-06-23 13:14 | Report Abuse

Ya. I re@d back. It's only acting as agent.

Posted by paperplane2016 > 2017-06-23 13:15 | Report Abuse

Just cross sell, up sell, whatever sell.

Posted by victory015 > 2017-06-23 14:00 | Report Abuse

AEONCR dividend is 0.325 per share. the stock price drop less than 0.325 after ex-dividend date.
Is it good?

Posted by Tai KT > 2017-06-23 18:58 | Report Abuse

damn good lah. hopefully price do not move to high before the bonus and iculs right, this will set the better convertion.

Posted by Truetalk > 2017-06-27 15:18 | Report Abuse

To monitior

Posted by pputeh > 2017-06-29 21:23 | Report Abuse

Soon the date for bonus and ICULS will be announced. Then its time to pay up for yr ICULS.

Posted by paperplane2016 > 2017-06-30 09:57 | Report Abuse

智能手机普及以及国行持续推行无现金社会，从事电子钱包服务的公司也随之增加，目前共有10家非银行上市公司投资于该项业务。分析员认为对于非银行业支付业公司来说，提供了下一阶段成长动力，惟对营运规模巨大通讯和油气公司来说，获利贡献仍微不足道。

大华继显研究表示，国行放眼在2020年将电子支付交易从每人每年44宗交易推高至200宗，此电子生态系统将容纳更多电子支付业者生存，未来国行有可能会颁发更多执照。

大华继显认为，国行作为监管单位，所发放的电子支付执照皆按照不同的需求以及营运情况而定，如：一触即通（Touch n Go）、通讯公司预付卡以及油站业者推出的电子支付卡，其功能皆受到限制。

在未来，国行是否会允许数以百家行动电子钱包如：支付宝、微信支付、亚马逊支付、苹果支付等外国支付公司进入大马，仍有待观察。

大华集显也指出，本地10家非银行支付业本地上市公司透过旗下相关控股公司方式，获得电子货币执照，料将推动相关公司的下一波成长。

只不过，电子货币潜在收益对于获利基础较大的公司，如：电讯公司、亚洲航空（AIRASIA，5099，主板贸服组）、戴乐集团（DIALOG，7277，主板贸服组）来说，获利贡献并不多。

但对于小型资讯科技公司来说，电子支付有可能成为小资本股的未来核心业务，这类公司主要是GHL系统（GHLSYS，0021，主板科技组）、永旺信贷（AEONCR，5139，主板金融组）及盟汇集团（MPAY，0156，创业板科技组）等非银行金融公司。

Posted by bjaya > 2017-06-30 16:25 | Report Abuse

应会被政治朋党公司拢断

Posted by cyeec2000 > 2017-07-04 19:42 | Report Abuse

Good result was announced today

Posted by Tai KT > 2017-07-04 20:38 | Report Abuse

Wooooooow....haha

Posted by PlsGiveBonus > 2017-07-04 22:13 | Report Abuse

Not bad
:))

Posted by paperplane2016 > 2017-07-04 22:19 | Report Abuse

Bonus Issue
AEON CREDIT SERVICE (M) BERHAD

EX-date 14 Jul 2017
Entitlement date 18 Jul 2017
Entitlement time 05:00 PM
Entitlement subject Bonus Issue
Entitlement description BONUS ISSUE OF 72,000,000 NEW ORDINARY SHARES OF AEON CREDIT SERVICE (M) BERHAD ("ACSM") ("ACSM SHARES") ("BONUS SHARES") TO BE CREDITED AS FULLY PAID-UP ON THE BASIS OF 1 BONUS SHARE FOR EVERY 2 EXISTING ACSM SHARES HELD ("BONUS ISSUE") AS AT 5:00 P.M. ON 18 JULY 2017 ("ENTITLEMENT DATE")

Posted by paperplane2016 > 2017-07-04 22:22 | Report Abuse

another SUPERB RESULT!

EPS 0.50 1Q2018
ANNUALIZED? RM2
P/E 10-RM20! SEE/???????????????
P/E 15-SINCE IT IS GROWING WITH E-WALLET ETC, P.E 15 IS VERY FAIR LOH.

SO? YOU DO CALCULATION OK

Posted by paperplane2016 > 2017-07-04 22:26 | Report Abuse

soon，it will be churning COF for RM1bil a YEAR! macam GENTING style.....wow

Posted by optimus9199 > 2017-07-04 22:26 | Report Abuse

buy as much as posssible tomorrow

Posted by Apollo Ang > 2017-07-04 22:30 | Report Abuse

tomoro open already up 50cts how to buy?

Posted by paperplane2016 > 2017-07-04 22:35 | Report Abuse

RM20 very fast! I told many liao. Top30 holding a lot! must act fast fast mah

Posted by paperplane2016 > 2017-07-04 22:37 |

Post removed.Why?

Posted by Alex Foo > 2017-07-04 22:42 | Report Abuse

sapu CB fast!

Posted by Jun Yi Lim > 2017-07-05 08:57 | Report Abuse

Gg la, HLebroking server down!

Posted by paperplane2016 > 2017-07-05 09:16 | Report Abuse

AEONCR (MP↓ , TP/EX-Bonus TP ↑to RM19.70/RM13.13 (from RM18.20 previously))
• 1Q18 CNP of RM72m (-6% QoQ; +22% YoY) came in within expectations. Absence of DPS was also expected.
• We tweaked our FY18E CNP by +3% and introduce our FY19E CNP (+5%) post the result review.
• While we still like AEONCR for its resilient earnings prospects as well as decent asset quality alongside high ROE, we believe the positives have already been priced in. Other negative factors are stretched valuation and potential dilution of full ICULS conversion.
• Downgrade to MP despite higher roll-over TP of RM19.70.

Posted by Alex Foo > 2017-07-05 09:29 | Report Abuse

wah~ I MISS IT!

maybank server down between 9 to 9.25am. GG LIAO CANT BUY

Posted by paperplane2016 > 2017-07-05 09:29 | Report Abuse

jhhhhhhhhhhhhhhhhhha

Posted by Alex Foo > 2017-07-05 09:34 | Report Abuse

这招太好用了

Posted by Alex Foo > 2017-07-05 09:34 | Report Abuse

T_T

Posted by paperplane2016 > 2017-07-05 09:35 | Report Abuse

20 soon

Posted by Jun Yi Lim > 2017-07-05 11:09 | Report Abuse

Fk la missed it

Posted by Alex Foo > 2017-07-05 12:20 | Report Abuse

walao....can down a bit let me collect?

Posted by paperplane2016 > 2017-07-05 12:32 | Report Abuse

NAV growing almost average 15% a year. if follow this pace, 2018-8.20, 2019-9.40

so if apply Banks x2.5 book value
2018-20.50
2019-23.50

it this toooooo optimistic?

Posted by IamGoogle > 2017-07-05 12:34 | Report Abuse

Solid result, continue hold!

Posted by PlsGiveBonus > 2017-07-05 12:45 | Report Abuse

TP at least 40.00 if given the same valuation like Pbbank
:))

Posted by paperplane2016 > 2017-07-05 12:47 | Report Abuse

haha. PBBANK got great CAR, low NPL

AEONCR I guess CAR ok, NPL I not sure...could be high

Posted by PlsGiveBonus > 2017-07-05 12:51 | Report Abuse

Pbbank is great but it is no match for aeoncr now
Aeoncr look like a potential Pbbank direct competitor now
:)

Posted by paperplane2016 > 2017-07-05 12:54 | Report Abuse

aiyo......cant compare both lah. AEONCR more like hire purchase, personal loans etc.

PBBANK can do full fledge, housing loans, sme loans etc.....

Posted by PlsGiveBonus > 2017-07-05 12:57 | Report Abuse

Pbbank is having a very comfort zone, that is why it has very limited growth
Aeoncr in the other hand is very ambitious
Their expansion is massive within this few months. they will grow big and become the biggest bank soon.
:)