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@Jason 這次pbb 高價時買一點，今早剛剛再進一點，下一批呢就是在等RM3.50, 最後就是你的目標價==>RM3，然後就收著讓它睡覺放個10年，中間上下都不要去理它，我的如意算盤是這樣 ，Hup Seng 的 PE, DY 等蛮美的，你研究了可能可以分享下你的看法？或許有些地方没注意到，AEON有空看看，先謝謝你寶貴意見和資訊，我真的不懂pbb曾經consolidate過，因為在我認知裡，consolidate的作法通常是出現在仙股身上，老實說現今很少股票老手願意分享他們的看法，因為講多，一堆人跳出來指指點點的，所以索性就不提醒，坐等看戲。
compared to MBB 38.5 sen, I feel the PBB at 13 sen is average only, ie before split total is only 26 sen compared to 38.5 sen, given PBB nearly triple MBB price
@jeffrey Agreed, 13 cents is just “okay”, if we only compare the dividend %, then it is just slightly higher than bank’s eFD 2.4%. Ofcos the stock is high potentially rise in 5-10 yr. Ya MBB divided is higher, just their management seem a bit lost direction. Overall, PBB is more solid than MBB. So it is good to invest when It reached the “dream price”. Hehe.
@Jason as I keep a few bank shares including PBB and MBB, these 2 banks being at the top 2 biggest bank by capitalisation, would have expected PBB to do more after last quarter just share split only. even now the shares have yet to take off as there is no big news to lift the share price post BI. if you compared with MrDiy it has since more than double its share price to date. let's hope moving forward, the shares will take off soon
@Jeffrey Ya I was expect more from PBB too. Actually the economy is in down trend since 2019, bank industry also facing pressure. Due to PBB past history, ppl are believing in the “10 years later I will be millionaire” legend. I m quite surprised for the share performance of MrDIY, now it is like 7-11, u can see the shops everywhere. Really need to study their business model n q report. hopefully they r not over expansion.
@Jason, Tenaga high dividend due to profit added back as LHDN allow write back. previously, Tenaga want to write off amount as they consider themselves power producer for last few years but LHDN dont agree and want tax Tenaga. recently high court allow Tenaga to challenge LHDN and so LHDN allow write back and Tenaga need to consider the profit redistributed. but the case havent over, still pending outcome court date
@Kelvin also to add to your point, with the growing requirement for companies to comply with ESG, Tenaga is taking steps to be more environmentally friendly and social issues which will make them a favourite with fund managers again in the near future.. just topped up last week to average down and now Tenaga is 26% of my portfolio, gonna make it 33% when opportunity comes
@Jeffrey, You have done your homework well. I agree with the points you mentioned here. The price of TNB has surged in this morning. Some other forums are shouting the potential to reach RM13.00..hahaha. What will be your next ideal price to add in some? I don't think the price will back to below RM10.00.
