105129820
commented on
Columns Banks are expected to face a downturn next year. Analysts suggest reducing shareholding of MAYBANK!
Due to limited expansion of return on equity (roe), coupled with possible interest rate cuts next year, local banks may face pressure on net interest margin. Analysts believe that the prospects of bank stocks are mediocre, especially for the leading Maybank. $MAYBANK (1155.MY)$ Cautioning investors, suggesting reducing holdings!
The latest analysis report from Malaysian investment banks suggests that the banking industry may cool down next year, with a sector rating of only 'neutral'. Maybank, with a high valuation, is likely to be the first to feel the impact, with the target price plummeting from the original 10.80 ringgit to 8.85 ringgit; the rating has also been downgraded to 'shareholding'.
The analyst stated that the reason for slashing the target price of the bank was not only due to the pressure on the return on equity, but also because the stock price of the bank was at a relatively high level compared to its book value.
In addition, the bank's operating income, compared to 6.9% in the 2024 fiscal year, is expected to drop significantly to 3% in the 2025 fiscal year, mainly due to a slowdown in funding and market income.
Therefore, in view of the various downside risks, analysts have lowered the target price and rating of Ma Bank.
Investing in banks with high roe is the strategy.
Overall, in the banking sector, analysts believe that banks with high return on equity and high liquidity will be one of the key investment focuses given the current situation.
Analysts pointed out that by the 2025 fiscal year, the return on equity (ROE) had only increased from 9.4% to 9.7%, mainly due to the core net profit of banks, expected to decrease from this year's 7% to 6....
The latest analysis report from Malaysian investment banks suggests that the banking industry may cool down next year, with a sector rating of only 'neutral'. Maybank, with a high valuation, is likely to be the first to feel the impact, with the target price plummeting from the original 10.80 ringgit to 8.85 ringgit; the rating has also been downgraded to 'shareholding'.
The analyst stated that the reason for slashing the target price of the bank was not only due to the pressure on the return on equity, but also because the stock price of the bank was at a relatively high level compared to its book value.
In addition, the bank's operating income, compared to 6.9% in the 2024 fiscal year, is expected to drop significantly to 3% in the 2025 fiscal year, mainly due to a slowdown in funding and market income.
Therefore, in view of the various downside risks, analysts have lowered the target price and rating of Ma Bank.
Investing in banks with high roe is the strategy.
Overall, in the banking sector, analysts believe that banks with high return on equity and high liquidity will be one of the key investment focuses given the current situation.
Analysts pointed out that by the 2025 fiscal year, the return on equity (ROE) had only increased from 9.4% to 9.7%, mainly due to the core net profit of banks, expected to decrease from this year's 7% to 6....
Translated
14
12
105129820
liked
$YTLPOWR (6742.MY)$
For the stock price to form effective support, it needs to build a base. Building a base means that there are many people buying and selling in this range, holding tickets at this price, forming a consensus with each other, reflected in the candlestick chart. Regardless of whether it is actually the bottom objectively, it has reached the price point where I think it's a good entry point.
For the stock price to form effective support, it needs to build a base. Building a base means that there are many people buying and selling in this range, holding tickets at this price, forming a consensus with each other, reflected in the candlestick chart. Regardless of whether it is actually the bottom objectively, it has reached the price point where I think it's a good entry point.
Translated
8
13
$YTLPOWR (6742.MY)$Can all the experts enter the field now?
Translated
1
1
105129820
liked and voted
Author: toby siew
Upload coordinator: @Jungle lee
The 60th US presidential election will kick off on November 5th this year. At that time, the Republican Trump and the Democrat Harris will compete for the US presidency.
Due to its leading global position in economy, technology, and military power, coupled with the significant role of the US dollar, this election is not a domestic affair of the United States alone, but a crucial subject affecting global political and economic changes.
As for Malaysia, due to the close economic and trade ties with the United States over the years, it cannot remain indifferent and must closely monitor and consider the changes in this election, strategically positioning for opportunities and risks early.
What impact will the tight US presidential election have on Malaysia's economy? After discussions with political and economic experts, and comprehensive analysis of various data, "Nanyang Business Paper" will dissect it for readers.
The United States is Malaysia's second largest export market
Analyze the advantages and disadvantages from three perspectives.
On November 5 of this year, the United States will welcome the 60th presidential election. This election is being closely watched globally, and Malaysia is no exception.
What potential impacts will this election bring to Malaysia? What should the political and business communities as well as investors pay attention to?
As time passes, the presidential race intensifies. The representative sent by the Republican Party is the former president, Trump, who is known for his exaggerated and sharp language.
During his tenure from 2017 to early 2021, Donald Trump also occasionally communicated...
Upload coordinator: @Jungle lee
The 60th US presidential election will kick off on November 5th this year. At that time, the Republican Trump and the Democrat Harris will compete for the US presidency.
Due to its leading global position in economy, technology, and military power, coupled with the significant role of the US dollar, this election is not a domestic affair of the United States alone, but a crucial subject affecting global political and economic changes.
As for Malaysia, due to the close economic and trade ties with the United States over the years, it cannot remain indifferent and must closely monitor and consider the changes in this election, strategically positioning for opportunities and risks early.
What impact will the tight US presidential election have on Malaysia's economy? After discussions with political and economic experts, and comprehensive analysis of various data, "Nanyang Business Paper" will dissect it for readers.
The United States is Malaysia's second largest export market
Analyze the advantages and disadvantages from three perspectives.
On November 5 of this year, the United States will welcome the 60th presidential election. This election is being closely watched globally, and Malaysia is no exception.
What potential impacts will this election bring to Malaysia? What should the political and business communities as well as investors pay attention to?
As time passes, the presidential race intensifies. The representative sent by the Republican Party is the former president, Trump, who is known for his exaggerated and sharp language.
During his tenure from 2017 to early 2021, Donald Trump also occasionally communicated...
Translated
+4
37
4
105129820
voted
$E&O (3417.MY)$ Mkt Cap: RM1.87B, Turnover: RM422.83M, Operating Profits: RM98.29M, Net Assets: RM2.16B, Operating Cash Flow: (RM93.91M).
$BKAWAN (1899.MY)$ Mkt Cap: RM7.71B, Turnover: RM24.65B, Operating Profits: RM1.96B, Net Assets: RM17.2B, Operating Cash Flow: RM2.17B.
$MFLOUR (3662.MY)$ Mkt Cap: RM855.02M, Turnover: RM3.15B, Operating Profits: RM129.83M, Net Assets: RM1.45B, Operating Cash Flow: RM381.73M.
$MRDIY (5296.MY)$ Mkt Cap: RM20.9B, Turnover: RM4.36B, ...
$BKAWAN (1899.MY)$ Mkt Cap: RM7.71B, Turnover: RM24.65B, Operating Profits: RM1.96B, Net Assets: RM17.2B, Operating Cash Flow: RM2.17B.
$MFLOUR (3662.MY)$ Mkt Cap: RM855.02M, Turnover: RM3.15B, Operating Profits: RM129.83M, Net Assets: RM1.45B, Operating Cash Flow: RM381.73M.
$MRDIY (5296.MY)$ Mkt Cap: RM20.9B, Turnover: RM4.36B, ...
5
105129820
liked
105129820
liked
$PBBANK (1295.MY)$ Take it slow! Just maintain 4.50! Keep going 📈 tomorrow!
Translated
3
1
105129820 : Thank you