【MAYBANK 1155 交流专区】马银行

密码侦探

有什么好笑?

傻人最有傻福

原帖由 ccube 于 13-11-2008 08:51 PM 发表
在 RM4 等着打老虎

打得到吗？？

傻人最有傻福

马银行两倍价格购外国银行
林冠英：应调高贷款储备金

【本刊记者撰述】民主行动党秘书长林冠英建议，马银行（Maybank）或许必须将贷款储备（Loan provision）调高至马币50亿元，因为该银行已以过高价格收购巴基斯坦MCB银行及印尼国际银行（BII），而不是仅为了在MCB银行的这项投资而只做出2亿4200万元的贷款储备。




林冠英现任槟州首席部长及槟城峇眼区国会议员，他今天发表文告说，鉴于马银行以高于市价两倍的价格收购巴基斯坦MCB银行及印尼国际银行（BII），因此有必要将贷款储备调高至马币50亿元。

马银行分别以80亿元收购印尼国际银行及28亿元收购巴基斯坦MBC银行的20%股份，合计马币108亿元。这两家外国银行的财务状况不佳。



马银行盈利减22%


林冠英说，马银行在截至2008年9月30日第一季度的净利，比去年同期的7354亿元，减少至5721亿7000万元，下跌了22%。其中两个重要的因素就是在收购印尼国际银行的交易中，损失了1亿9300万元的外汇，同时其伙伴公司巴基斯坦MCB银行也损失了2亿4200万元。


“比起一年前的1亿810万元，马银行现有的贷款损失准备金（Loan lossprovision）达1亿9220万元，这是由于特定的账目拨备拨回（allowance writtenback）较低。这或许是不够的，因为马银行以高出市价两倍的价格收购了这两家外国银行，已经致使该银行直接损失了至少50亿元。”



他说，如果真的做出50亿元的贷款储备，则相等于抹除了马银行的两年盈利，与此同时，也暴露出马银行的管理层在做出以高价购买这两家银行的决策时，所显现的专业与审核的不足。


马银行的一意孤行，不仅严重打击了它的声誉及地位，也破坏了外资对我国金融市场公信力的信心。

东风不破

KLCI里最大的烂股！
羞家

傻人最有傻福

原帖由 东风不破 于 18-11-2008 01:49 PM 发表

KLCI里最大的烂股！
羞家

没办法啦....有老豆撑腰....不独立

ThermoFisher

马银行又破5了。。。4.98。。。。

maxis..

我在5.60被套了500units..

maxis..

mbb 18年图表：

maxis..

老虎第二次跳水了！。。。错过十年前那次，这次是否机会呢？

K男

老虎现在多少了。。。。。。。。。。

maxis..

4.96.............

傻人最有傻福

MALAYAN Banking Bhd (Maybank) (1155) plans to add another nine branches to its existing two in Cambodia by 2011, said its top executive.

  "We want to have 11 branches by 2011," chief executive officer Datuk Seri Abdul Wahid Omar said in Kuala Lumpur yesterday.

He said the bank plans to open its third branch in Cambodia early nextyear. The move is part of Maybank's strategy to grow its internationalnetwork, namely in Southeast Asia, said Wahid.

Maybank openedits second branch in Teukthla, Phnom Penh, early this year, while thebank's main branch in Phnom Penh, was opened in December 1993.
  Maybank went on a RM12 billion regional acquisition spree this year, when it bought banks in Vietnam, Indonesia and Pakistan.

Meanwhile, Maybank was named the country's most valuable brand for thesecond consecutive year at the Malaysia's Most Valuable Brands (MMVB)gala dinner last night.

Maybank's brand value was estimated atRM9.3 billion. The country's top lender was followed by Public Bank Bhdat RM6.81 billion, CIMB Group at RM6.2 billion, Genting Bhd RM4.4billion and Celcom (Malaysia) Bhd RM3.8 billion.

  Minister in the Prime Minister's Department Tan Sri Amirsham A. Aziz was the guest of honour.



http://www.btimes.com.my/Current_News/BTIMES/articles/maybank25/Article/

Mr.Business

哈。。。Maybank is a 'value-destroyer'。哈。。

Morgan Stanley slashes Maybank target price
Published: 2008/11/28

MORGAN Stanley slashed its target price for Malayan Banking Bhd (1155) , the country's biggest bank, by more than 50 per cent, warning that more profit downgrades could be in the offing.

Its target price is now RM3.70 a share from RM8 before. Maybank faces multiple risks, among them aggressive lending into the Singapore property market that may result in unanticipated additional loan-loss charges.

Maybank, the largest foreign bank in Singapore, saw loans grow by 14.2 per cent on Singapore dollar basis, between September 2008 and September 2007.

"Maybank is a 'value-destroyer', we expect return on equity (ROE) to stay below our assumed cost of equity (13 per cent) over the next three forecast years ... In a nutshell, we see no reason to own the stock," analyst Roger Lum wrote in the report.

The research firm cut its earnings per share (EPS) forecast by between 33 and 42 per cent for the next three financial years. It also doesn't expect positive contributions from Maybank's recent acquisitions to exceed the increased financing costs before the end of 2011.
"It does not help that both the Indonesian rupiah and Pakistan rupee have been weakening against the Malaysian ringgit, thus reducing translated earnings," wrote Lum in the report.

As such, dividend expectations have also been trimmed, with the house now expecting Maybank to pay a dividend of 20 sen a share for the year ending June 2009.

In the financial year just ended, Maybank paid a 33 sen a share dividend, while in 2007 and 2006 it parted with 70 per cent and 82 per cent of its profits in dividend respectively.

In October, Cazenove Asia Ltd said that in the worst-case scenario Maybank could cut its short-term payout ratio by half to 30 per cent.

Morgan Stanley's steep cut comes barely two weeks after CLSA Asia valued Maybank at RM3.60 a share, the first to value the bank at below the RM4 mark this year.

The bank's share price, which have fallen by more than 40 per cent this year, currently trades above RM5.

Maybank this year embarked on its biggest overseas spending spree, paying US$2 billion (RM7.24 billion) for control of Indonesia's sixth-largest lender, and for stakes in banks in Pakistan and Vietnam.

It faced stinging criticism over the premiums paid for the acquisitions, which had triggered downgrades and selldowns on the stock.

http://www.btimes.com.my/Current ... /Article/index_html

Edward612

MAYBANK的股价是否会在年终橱窗粉饰期间大力反弹呢？
身为马股第一品牌的企业不会那么窝囊吧！

馬來亞銀行（Maybank）蟬聯大馬30大最有價值品牌榜首，以93億4700萬令吉成為今年大馬最值錢的品牌

大馬最有價值品牌活動是由大馬廣告代理協會（4A）及The Edge聯辦，並由國際品牌（Interbrand）進行評估；今年是4A第2次舉辦此頒獎禮。



[ 本帖最后由 Edward612 于 10-12-2008 01:52 AM 编辑 ]

ss24

我觉得它的品牌已经花了，pbbank取而代之了

sambora

[quote]原帖由 Edward612 于 10-12-2008 01:48 AM 发表
MAYBANK的股价是否会在年终橱窗粉饰期间大力反弹呢？
身为马股第一品牌的企业不会那么窝囊吧！

馬來亞銀行（Maybank）蟬聯大馬30大最有價值品牌榜首，以93億4700萬令吉成為今年大馬最值錢的品牌

大馬最有價 ... [/quote
品牌价值怎样算的？算市价大众超过马蝇。我相信市场的眼观是最正确的。

Edward612

原帖由 ss24 于 10-12-2008 01:55 AM 发表
我觉得它的品牌已经花了，pbbank取而代之了

如果大众银行取而代之的话,为何第一名的品牌价值不是它呢?
也许是MAYBANK2U的威力还是绝对的优势吧！

原帖由 sambora 于 10-12-2008 02:01 AM 发表
品牌价值怎样算的？算市价大众超过马蝇。我相信市场的眼观是最正确的。

我也不知道品牌价值如何计算。
也许需要参考以下的网址吧！

http://www.interbrand.com/press_release.aspx?pressid=250&langid=1000

http://www.interbrand.com/images/studies/MMVB_2008.pdf

Edward612

http://www.brandfinance.com/Uplo ... ncialBrands2008.pdf

MAYBANK rank No.144 in Global Top Banking  Brands(PAGE 36)!!!

sambora

原帖由 Edward612 于 10-12-2008 02:31 AM 发表
http://www.brandfinance.com/Uploads/pdfs/Global500FinancialBrands2008.pdf

MAYBANK rank No.144 in Global Top Banking  Brands(PAGE 36)!!!

破产的雷曼兄弟44名？看来这份报告在次贷危机爆发后不能做准。2008年应该会来个大洗牌。

Edward612

原帖由 sambora 于 10-12-2008 02:50 AM 发表

破产的雷曼兄弟44名？看来这份报告在次贷危机爆发后不能做准。2008年应该会来个大洗牌。

这个报告是２００８年出版（两年一度的报告）的。
不过它是以去年12月31日的品牌价值与公司股票市值为计算。
两年后的报告肯定会大洗牌。