koay peter's comment on PBBANK. All Comments

koay peter
13 Like · Reply
美国有186间銀行正 面临破产困境,欧盟也如此。美国必须提高债务上限,不然全国公务员没有薪水。美国国债已达三十多万亿美元,资不抵债。再加上傲慢好武,到处搞乱。有求於中国。耶伦说要去中国,其实需要中国助美国經济难关。中国並没有邀请美国。看情形这次美国必陷在經济大肅条。散户还是心理要有准备危机時刻会发生。逢高售出股票。保持现金為妙
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cheng
Thanks for the sharing. 186 seems to be a bit small compared to the thousands if not hundreds of banks in the US.
Like · 1 year · translate
cheng
Thanks, Total Reset. Banks/financial institutions are indeed a different "beast" when it comes to valuations. Perhaps more emphasis given to its assets quality and NIM?
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tiktok tan
reccession is unavoidable... me from semicon industry withnessing many ghost story going on now .... worst is yet to come.
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keng ming roland choo
請問有什麼特殊原因大眾跌跌不休而其它銀行卻跌沒有如此恐怖。
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Kingli Soh
受到它的竞争者Milo罐的影响
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cheng
thanks for sharing, tiktok tan. Slow down in the semiconductor industry has been brewing since last year and underlying efforts to shift the global supply chain towards US/EU particularly IP products has been gaining momentum since last year :)
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cheng
there is no fundamental impact apart from contagion/fear/panic, tbgreen :) As investors, we should welcome the opportunity from such market panic :) Just my opinions, could be wrong.
2 Like · 1 year · translate
Mini Store Pretty
其实这些bank 有没有牵涉及美国债券的
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Yang Li
Wonder if PBB or PBb trust got invested in CS bond?
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lee lee
Public bank 有70多个基金,会不会有些有中招?
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Elvin Chia
没有关系的,现在钱在手里最安全
1 Like · 1 year · translate
cheng
Its interesting how SVB failure is thought to be causing the same effect to Public Bank :) I guessed a lot more convincing is needed to make it the same :) Pbbank has approx 500bil assets and Public Mutual assets is approx 90 bil and contributed to less than 10% of Pbbank's profit. The recent Q4 report has the info of bonds/financial securities as part of its assets. And Pbbank adopted fair value hedging while SVB did not. Clients of SVB are different compared to Pbbank; hence all the difference in terms of assets and earnings.
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3 Like · 1 year · translate
keng ming roland choo
基金只波及買相關基金的投資者,PBB Trust 只是仲介,經理人罷了,對嗎?
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keng ming roland choo
現在還持有Trust Fund(尤其是關聯外國如美國,瑞士的最危險)。
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Kingli Soh
不知道新的大股东继承之后,会卖掉吗?
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lee lee
没有新的大股东,之前老板的票应该已经分散几个子女,malaysia 规定 非土著只能拥有银行不能超过多少巴仙股份,我忘了,之前的老板是个例外
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lee lee
之前的二大股东会变成最大股东。。。
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Gt Soon
Pbb unit trust 有不少债券基金, ,这里有专家会看这些债券基金的报告吗?看看有买到美国的债券吗?谢谢。
Like · 1 year · translate
keng ming roland choo
應該會有,現在的Unit Trust 不知有跌嗎?
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keng ming roland choo
其實,現在的什麼Public Mutual Unit Trust或其它信託經理人應該把美國,英國,瑞士相關的股票減持,保護馬來西亞Trust Fund 持有人的風險減到最低。尤其是美國的股票有太多水分。
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lee lee
如果引起惊慌都去提款就大条了
Like · 1 year · translate
keng ming roland choo
tbgreen 如你所說,虧也應該只是投資Unit Trust的人。而不是PBB Mutual Unit Trust,因為它們只是 Manage, 給買相關Unit Trust 的投資者相關知識及你買,你買,他們也可从那個Fund抽水,每年也抽 Management Fee,賺多抽多點,虧本就不負責,哈哈,對吧?
Like · 1 year · translate
郑多鱼 -
大家好,你们都补仓了吗 ?
Like · 1 year · translate
cheng
manage your own positions well until the underlying current changes tide; started mid of last year and perhaps it has to do with the controlling stakes. It will be interesting to follow its development closely while tapping into the opportunity provided by market panic :)
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2 Like · 1 year · translate
cheng
still far from where it should be priced accordingly :) no more cheap tickets from stories of SVB or Serbadk :)
1 Like · 11 months · translate
cheng
waiting patiently and a worthwhile wait towards 100b market cap :)
1 Like · 11 months · translate
cheng
Congrats to all long term shareholders :)
Like · 11 months · translate
cheng
Congrats to all long term shareholders. Almost there towards 100b market cap :) Maybank IB has upgraded Pbbank to "buy" with a target price of RM5.05. Cheers!
1 Like · 10 months · translate
cheng
Commendable performance despite the margins compression in high interest rates environment. Could be a wise move for not having a dividend; saving it for what's coming second half of next year.
Like · 6 months · translate
Mira[Y]cle
起飞了 不顾一切向钱冲
Like · 6 months · translate
Kent Tay
be patient to wait for TP of RM5.25
Like · 6 months · translate
Kwan Leng
没派息。。。。有点失望
Like · 6 months · translate
Kwan Leng
大众赚再多也给不了我们。。不要说17亿,1700亿我们一分都得不到
Like · 6 months · translate
Yian Fei Sim
damm stinggy
Like · 6 months · translate
cheng
Its ok to be stingy as long as the board knows what they are doing, managed their assets well and the ability to anticipate and preposition the company towards what's coming. Your investment is in good hands. After all, revenue growth in all segment despite the margins compression :)
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2 Like · 6 months · translate