Chris's comment on MAYBANK. All Comments

Chris
8 Like · Reply
各位对银行股有研究的前辈们,想问问大家认为7.5是否入场好价位 ?还是应该等QR? 看回历史价位老虎没有跌破7的 所以在想到底mco期间业绩会多差?打算hold 一到两年时间的。请多给意见,谢谢!
Yo SoulRhythm
现在这个价钱8块以下 比以往的都低了 , 可以考虑分批买进 ,或者等 业绩出来再决定
2 Like · 3 years · translate
Happy
MBB目前被香港云顶托累,还需要观察市场这几天的反应。如果价格到你的底价,可以考虑分批买。Q2报表应该差不多要出了吧(去年是8月底出的)。Q2报表预计会因MCO和6个月的moratorium(4月1日至9月30日期间的贷款暂停还款)影响。疫情期间银行借款减少,借款人暂停还贷,销售/利润也会被影响。
2 Like · 3 years · translate
Happy
国家银行在2020已将隔夜利率(OPR)从3.0%降至1.75%。银行也相应将BR/BLR在短短7个月内降低1.25%了。国家银行有意再将隔夜利率在年底前再调低至1.5%。这也意味着银行还会再降息。这会大大影响银行的利润,毕竟银行是赚贷款利息的。
2 Like · 3 years · translate
Vz
Actually the moratorium mean "increase" in loan since 6 months no repayment and total loan portfolio stop reducing while SRF and other gov initiatives for SMEs and house owners will increase the loan base. It does not affect much on loan base but decrease in cash flow only which can be mitigated by strong liquidity and cash position.
But BNM interest rate reduction is the critical factor for banks profitability. While bank is shifting focus to NII products. For long term, still a good buy.
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3 Like · 3 years · translate
Yo SoulRhythm
不过基本上大家都知道 qr 肯定是会跌得了 , 要不要买进就看自己了
2 Like · 3 years · translate
Vz
yes soulrhythm, drop in qr performance is expected by most people already which reflected in the share price from RM 9+ or RM8+ to current price. But genting hk case trigger shareholder's sensor again... anyhow I don't think it is a big problem for MBB.
But I hope it can drop again so I can buy more before dividend..haha..
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2 Like · 3 years · translate
Happy
Waiting for cheap price for long term investment too
3 Like · 3 years · translate
Jacky Lim
Rm7... Waiting
1 Like · 3 years · translate
Chris
谢谢各位的意见... :)
1 Like · 3 years · translate
Shinn Lawls
waiting 6.5
1 Like · 3 years · translate
Thomas Huang
Shinn Lawls,等6.5?会不会再等另一个10年?
4 Like · 3 years · translate
Zzz Zzz
7.50support.. 市场这个价钱可能已经factor in了qr不好..
2 Like · 3 years · translate
domo ching
业绩出的话没有亏钱就可以买来收了。
2 Like · 3 years · translate
Vz
should not be loss.. earn still earn but lesser only..
3 Like · 3 years · translate
Wee Kwong Yong
请问业绩什么时候出?
1 Like · 3 years · translate
Chris
@wee 不大清楚 应该是八月尾/九月头 还好那天7.8 忍着没买。我已经在7.51 开始买进了,有信心老虎不会跌破7 我有子弹可以存5-8粒 加油咯。
1 Like · 3 years · translate
Zzz Zzz
Estimate 27 aug release QR
1 Like · 3 years · translate
hor ck
Chris
i think 7.45 and below is more reasonable...
pls wait at least or lower 7.45
then around 1 week of Sep20 will announce half year dividend...cut off date should be around 20th Sep20
1 Like · 3 years · translate
Chris
Hi Hor CK, thanks for your advise, I’m slowly collecting.... 7.45/7.40 will enter again. My target is 5 lots and today just started to collect the first lot :)
1 Like · 3 years · translate
神探007
能等7.34价值在考虑也不迟~
3 Like · 3 years · translate
K.S T
可以分批买入。
3 Like · 3 years · translate