Anyone can share analyst report, that compare the competitors of Allianz? I want to buy more, but worried about the growth potential of allianz, as it's a foreign company

there are more ports opening up in the region. eg, Carey island, Batam port, and possibly Kra canal
will that affect Westport earning in future?

stkoay, do you think public bank lost the growth potential? the revenue is almost flat for past 5 years
if so, i think it's overvalued, as people still price it like a growth stock

stkoay, why Maybank need to depend on foreigner to push up share price?
can't local institution & EPF buy them, as the dividend is so high. Much better than Fixed deposit

prudent, what's the max EPF can own?

prudent, why dont EPF buy more of RHB, it's paying 7% dividend. it can easily make 1%, if the payout to EPF holder is 6%

From the data, urea is about 30%. But what cause the net profit to drop so much, till it's the lowest in past 5 years?

Sslee, how many % of pchem's revenue come from Urea?

good, hope they continue to dump

Is RHB heavily exposed to any sector?

RHB so weak? fallen so much compared to Maybank & PBB.
PBB has lower dividend & poorer growth rate. even that can beat RHB

the market is really irrational

Any idea why the revenue is so high?
that means sales is very good. just cannot profit?

Is there any advantage for EPF to be the largest shareholder for RHB?

public bank has quite poor revenue growth for past 5 years. looks like the growth period is over
but the share price remain high. people are still stuck with the old belief that it's a growth stock

but large pension fund should have spotted this. It can't stay so cheap?
especially the book value is over $7. it's like lelong price now

Any idea why RHB pay so high dividend, and yet the share price is so low?

85% of this company is owned by gov & gov linked companies. Any idea why they don't take it private?

the DRP price is absurd low. but it's good for larger shareholders

masterus, why this issue resurface after so long? it should have settled in 2018

For Maybank EMPLOYEES SHARE GRANT PLAN up to 3.5% of ordinary share
does this happen within 1 year? so we will get diluted by 3.5% in 1 year?

Why the share price is so cheap? the assets are worth much more. We have high inflation recently & GenM share price didn't even catch up. It's still cheaper than pre-covid times

Sslee, why do want to buy this kind of low margin business?

instead of playing with market price, wouldn't it be easier if EPF just get RHB to do private placement for new shares, at steep discount?

If Petronas can supply cheap or free feedstock to Pchem, that will make it's product very competitive in the region?
Probably no competitors in Asean?

AxeCap any idea why PetGas want to increase gearing? there's no point for them to take up so much debt
as they are a low capex business

observatory, do you think RCE is undervalued now?

Berlin, does EPF has any policy of ensuring more citizens get a share of good companies?
that could be the reason why they keep selling.
this can promote more people to be interested in the stock market, and help new companies raise fund in future

Berlin, thanks for sharing the important info.
any idea why their shares is unappreciated? with such high dividend yield and growth prospect, it should attract many pension funds & retirees.

Treetop, appreciate if you could share how the bank has improved in strength over the years. In my memory, RHB was perceived as a very weak bank decade ago.
What major change has made it strong today? thanks

Treetop, any idea why RHB decide to pay out much higher % of profit as dividend recently?
in the past, they pay very little %. thanks

why would people rather buy public bank than RHB? obviously rhb is more value for money

I see that the Total share increase about 2% per year, for past 10 years.
Does the REIT pay the management by issuing 2% extra shares yearly?

Anyone knows how much is the reduction?
If reduce 3%, but volume is up 10%, Petgas still earn more

Anyone knows how BASF can help Petchem perform better in long term?

Anyone know why the profit drop so much? is it because fire insurance is liberalized?

Anyone got news about any commodity trading coming to Bursa? they build such a huge building at TRX, mimicking new york world trade center. certainly there must be huge deals coming

We will hold hands & buy together.

Hopefully Fed raise rate to 8% next year. Bursa will need to drop to 2.60, to generate a yield of 8%

Bursa is the best company you can own. It's a bigger & more stable casino than Genting

I am waiting patiently for re-rating. Hopefully PE drop to 15X, after Fed raise rate this week

TT you're right. for now, I also feel the price is too high. I rather buy banks with better yield.
for the new products, please don't underestimate the power. 1 deal of oil is enough to change the game, as China trades insane amount of oil in this region.

agree that the current price is unreasonable, given the rising interest environment and very poor daily transaction volume

Treetop i guess Razak's exchange completion might bring more commodity trading in. probably oil and iron ore
those will boost bursa's earning

very good. more bargains coming

isn't that good? higher revenue, and lower share price

For year 2019, even bursa pay 20 cents dividend, the share price hit about $7. that's like 3% yield.

Treetop, messi.
Mind sharing at what price would you buy Bursa? considering fed may raise rate till end of year to 2%

Can anyone please help me with this question?
Nowadays palm price is high, but why UP's share price is dropping? is it because they are tied into fixed price contract signed in the past?

thanks wsb for sharing the good info

wsb, could you please share why Q1 is low sales? is it because agents are on holiday mood, so cannot perform after Xmas holiday