CIMB Stock Forum

• Alliance Bank Malaysia (ABMB) reported a slight year-on-year increase of 2.5% in net profit for 2Q25, reaching RM189.91m compared to RM185.33m in the same period last year. This growth was driven by a 14.7% rise in quarterly revenue to a record RM605.7m from RM528.1m, attributed to higher interest income from loans and other operating income. However, the net profit was moderated by higher allowances for expected credit losses and increased operating expenses ...

Recently, with the uncertainty surrounding the upcoming U.S. election, the Malaysian stock market has experienced some adjustments, especially in the banking sector. I decided to take a value investing approach, buying quality bank stocks at lower prices, believing in their long-term growth potential. At the same time, to manage risk, I diversified my positions, avoiding over-concentration in a single sector to better navigate market fluctuations. This experience has highlighted th...