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Annual Report Hints :
  Nepo 券商 ：丰隆投银研究 投资建议 ：买进 目标价 ：4.15令吉 闭市价 ：3.39令吉 （截至7月20日） 每股收益 ：45.8仙 （2024财年预估） 本益比 ：7.4倍 （2024财年预估） 股息收益率：6.8% （2024财年预估） ESG评分 ：3颗星 （总分为4颗星） 安联银行（ABMB，2488，主要板金服）股息回酬率介于6%至7%，具有吸引力，而且近期股价走弱，使估值变得更诱人，丰隆投银研究认为，目前不失为趁低进场的好机会。 根据安联银行管理层对2024财年的业务指引，净利息赚幅（NIM）按年下跌9至14个百分比，而净信贷成本（NCC）则介于30至35个百分比。资产素质方面，该银行的总减值贷款（GIL）比例仍处于3%以下，而且列入观察名单的贷款并没有大幅增加。 该行认为，安联银行的净利息赚幅还没触底，预计将从2024财年次季开始逐步复苏。尽管如此，该银行的贷款增长料取得正面增长，介于8%至10%，预计财务表现也将大幅改善。 21/07/2023 8:49 PM yaustan24 Banks stocks will perform as the expected improved 1/2 year results will be released soon. 25/07/2023 2:31 PM Nepo https://www.thestar.com.my/business/business-news/2023/07/26/alliance-bank-expects-8-to-10-loan-growth-for-fy24 26/07/2023 7:57 PM kl_guy you get info from where. invest in bank need go long as 5 to 10years. i don't think 99 boss so short sighted ...playing share trading. 11/08/2023 6:29 PM kokchengkai KL guy ,not short sighted jst mayb have hidden reason why he trade like this .let the money go around then cash out 17/08/2023 12:28 PM 1DERFUL IMO, given the anticipation of a potential interest rate hike in the US and the current state of US banks, a promising opportunity presents itself for Malaysian banks. 18/08/2023 10:45 AM Stirmungle Why dividend policy 60% but actually pay out only 50%? Seems like the company doesnt really follow the policy... 30/08/2023 5:42 PM StartOfTheBull PE ratio: ABMB 7.88 Ambank 7.12 CIMB 10.79 HLB 12.43 Maybank 13.24 PBB 13.43 RHB 8.67 DY %: ABMB 6.4 Ambank 4.9 CIMB 4.6 HLB 3.0 Maybank 6.4 PBB 4.0 RHB 7.1 If only based on PE ratio and dividend yield Alliance Bank and RHB Bank are the most undervalued for the time being. 31/08/2023 10:18 PM StartOfTheBull PE ratio: ABMB 7.83 Ambank 7.12 CIMB 11.0 HLB 10.73 Maybank 13.30 PBB 13.46 RHB 8.73 DY %: ABMB 6.4 Ambank 4.9 CIMB 4.5 HLB 3.0 Maybank 6.38 PBB 4.0 RHB 7.1 If only based on profit earning ratio and dividend yield, Alliance Bank and RHB Bank are the most undervalued bank stocks for the time being. 04/09/2023 12:07 PM StartOfTheBull BNM will release OPR at 3.00pm today. Will there be any changes that can affect the market in the afternoon, especially the banking and property sectors? 07/09/2023 12:38 PM 5354_ Need $ to relocate HQ? Stirmungle Why dividend policy 60% but actually pay out only 50%? Seems like the company doesnt really follow the policy... 1 month ago 11/10/2023 6:13 PM StartOfTheBull The company is quite consistent in giving out dividend, twice a year, end of May and Nov. Likely div 10c at end of November again this year. 26/10/2023 4:50 PM Intelligentinvest13 End of the month as soon as announced based on the amount share price will rise to match it so buy early 19/11/2023 6:54 PM bullrun2025 Abmb: Still locked in sideways consolidation since Sep. Must break above 3.46 to advance twds 3.50-3.60. Supports 3.30-3.35 24/11/2023 4:24 PM StartOfTheBull Dividend yield 5.9%, consistently, doesn't matter it being sold down. 30/11/2023 2:26 PM EZMONEY13 https://www.astroawani.com/berita-malaysia/tun-daim-keluarga-mohon-sprm-hentikan-siasatan-453610? 16/01/2024 3:09 PM Dehcomic01 Alliance Bank is the smallest Bursa Malaysia bank. While smaller than Affin Bank, its performance as measured by the ROE is far better than that of Affin. https://www.youtube.com/watch?v=4W7Lnw_hT0w When you look at the ROE trend of Alliance, you can see that it had recovered from the Covid-19 years and overtaken its pre-Covid-19 peak But the market price has yet to reflect the better performance. https://i.postimg.cc/fyVxJQ5N/Alliance-bank.png Does the market know something that I don’t or it it merely being irrational? 13/02/2024 8:26 AM eugenewong794 It used to be 2nd smallest, but since affin bank in the news, esp with sarawak acquisition, the share price has rallied, when i started investing in bursa last year, i wanted exposure to banking sector, so i chose 1 big bank and 1 small bank, for big bank i chose public as it is a safe option with very good ROE but valuation is higher but still reasonable, for small bank, it was between affin and ABMB, for me ABMB is the obvious choice, cos AFFIN prev majority shareholder is LTAT, they have 4 main ventures, AFFIN, BPLANT, PHARMA and BHIC, the latter 2 is PN17, 1 needed bailout from gov, the other has monopoly on medicine supply to KKM but still cant be profitable #onlyinmsia, 1 ady sold to LTAT after some issues with KLK, so LTAT dont have the best track record, ABMB undemanding valuation, good dividend yield of ~6%, focus on future SME and green financing, and decent management was the choice for me. The thing about MY banks is they are very safe, therefore cant expect too much growth, but still decent returns, i believe once the hype with affin is over, funds might turn their attention to ABMB, provided they can show good results 13/02/2024 10:22 PM StartOfTheBull Lower share price = higher dividend yield. It is time to add more. 14/02/2024 5:54 AM 1DERFUL Anyone has info why ABMB falling so much compare to other banks and Financial sector 20/03/2024 3:07 PM StartOfTheBull 30 Nov 2022 closing was RM3.87. Maybe what he meant falling so much is actually mean ABMB is lagging behind other banks in terms of share price. 05/04/2024 10:28 PM  | |
