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$YTLPOWR (6742.MY)$ Malaysia accuses the government of the usa, and ytlp has a significant amount of business in the European Union. Malaysia may be targeted by the usa, and ytlp may also be affected.
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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....
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$YTLPOWR (6742.MY)$ Ranhill QR good and the price is shot up
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$CEB (5311.MY)$ got good news?
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$YTLPOWR (6742.MY)$ Personal point of view, this will happens till the US president election. If trmp win, then gg, except us stock market
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$YTLPOWR (6742.MY)$
Being investigated for corruption is just an excuse for the decline, harvesting is the truth.
Being investigated for corruption is just an excuse for the decline, harvesting is the truth.
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$YTLPOWR (6742.MY)$
What are you standing still for? Run quickly
What are you standing still for? Run quickly
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XYC : What business does ytlp have in the EU? What is the relationship between being targeted by the usa and the EU?
XYC 104547056 OP : 1. What is the relationship between the EU and the US?
2. YTLP has no business in the EU or US
3. The UK is not the EU