Banks calendar Q2

Banks - Calendar Q2 result

1. Net profits ranking, from more to less:
PBB = RM1.27b
MBB = RM1.20b
CIMBG = RM0.88b
HLBB = RM0.56b
AMMB = RM0.36b
RHB = RM0.35b
BIMB = RM0.16b
Affin = RM0.14b
AFG = RM0.13b

2. Total Assets size ranking, from big to small:
MBB = RM723b
CIMBG = RM468b
PBB = RM380b
RHB = RM227b
HLBB = RM190b
AMMB = RM130b
Affin = RM68b
BIMB = RM57b
AFG = RM54b

3. Return on Assets (annualised) ranking, from high to low:
PBB = 1.33%
HLBB = 1.18%
BIMB = 1.12%
AMMB = 1.11%
AFG = 0.96%
Affin = 0.82%
CIMBG = 0.75%
MBB = 0.66%
RHB = 0.62%

4. Return on Equity (annualised Ranking), from high to low:
PBB = 15.2%
BIMB = 15.1%
AFG = 10.6%
HLBB = 10.6%
AMMB = 8.7%
CIMBG = 8.1%
MBB = 7.6%
RHB = 6.6%
AFFIN = 6.5%

5. Net Interest Margin estimates (annualised), from high to low:
CIMBG = 2.92%
BIMB = 2.85%
PBB = 2.17%
MBB = 2.11%
RHB = 1.96%
AFG = 1.84%
HLBB = 1.82%
AFFIN = 1.77%
AMMB = 1.63%

6. Loan Book Size, from big to small.
MBB = RM451b
CIMBG = RM298b
PBB = RM283b
RHB = RM152b
HLBB = RM121b
AMMB = 87b
AFFIN = RM43b
AFG = RM38b
BIMB = RM37b

7. Gross Impaired Loan Ratios, from best to worst:
PBB = 0.49%
HLBB = 0.79%
BIMB = 1.05%
AFG = 1.17%
AMMB = 1.69%
AFFIN = 1.98%
RHB = 2.05%
MBB = 2.34%
CIMBG = 3.16%

8. Customer Deposit base, from big to small:
MBB = RM479b
CIMBG = RM316b
PBB = RM311b
HLBB = RM148b
RHB = RM164b
AMMB = RM87b
AFFIN = RM46b
AFG = RM45b
BIMB = RM39b

9. Loan to deposit ratio, from low to high:
HLBB = 80%
AFG = 85%
PBB = 90%
RHB = 91%
AFFIN = 92%
CIMBG = 92%
MBB = 93%
BIMB = 94%
AMMB = 99%

10. Loan Loss Provisioning, from high to low:
BIMB = 170%
HLBB = 120%
PBB = 116%
AFG = 84%
CIMBG = 84%
AMMB = 81%
MBB = 71%
AFFIN = 65%
RHB = 59%

11. Cost to Income Ratio, from low to high:
PBB = 33%
HLBB = 46%
AFG = 46%
MBB = 49%
RHB = 51%
CIMBG = 54%
AMMB = 56%
BIMB = 57%
AFFIN = 60%

12. CET 1 Capital Ratio, from high to low:
MBB = 13.76%
RHB = 13.05%
HLBB = 12.75%
BIMB = 12.71%
AFFIN = 12.07%
AFG = 11.75%
AMMB = 11.21%
PBB = 11.05%
CIMBG = 10.70%

13. Quarter Profit Before Impairment ranking, from high to low:
MBB = RM2.72b
CIMBG = RM1.81b
PBB = RM1.62b
RHB = RM0.78b
HLBB = RM0.59b
AMMB = RM0.42b
BIMB = RM0.29b
AFG = RM0.19b
AFFIN = RM0.19b

14. Annualized Quarterly Profit Before Impairment over Total Assets (%), from high to low:
BIMB = 2.00%
PBB = 1.71%
CIMBG = 1.55%
MBB = 1.51%
AFG = 1.44%
RHB = 1.38%
AMMB = 1.28%
HLBB = 1.23%
AFFIN = 1.11%

15. Annualized Quarterly Profit Before Impairment over Equity (%), from hi to lo:
BIMB =  26.9%
PBB = 19.4%
MBB = 17.2%
CIMBG = 16.6%
AFG = 15.9%
RHB = 14.7%
HLBB = 11.1%
AMMB = 10.1%
Affin = 8.8%

(Share) Stock pick-CHINWEL

*CHINWEL*
Buy above 1.60
Target price :1.92
Cut loss at 1.54

PBT2016: 74.8mil
PBT2015: 57.1mil

NetProfit2016: 63.4mil
NetProfit2015: 40.7mil

EPS2016: 21.2 Sen
EPS2015: 14.4 Sen

DPS2016: 8.5 Sen
DPS2015: 5.8 Sen

NTA per share : 1.65
Share Issued: 299.5mil

HIL: pls stay at 0.9x level

As long as it able to stand above 0.9x, then I won't execute profit realisation.

(Share) AIRASIA: Short note

Aug 23 (Reuters) - AirAsia X Bhd AIRX.KL:

* Qtrly net profit 1.0 million rgt versus loss of 132.9 million rgt

* Qtrly revenue 883.2 million rgt versus 653 million rgt

* "Number of passengers to be carried in the third quarter remains encouraging."

* "Forward loads and average fares are also better than the previous year"

* "Expects its prospects to remain positive. "

* "Directors did not recommend any dividend for the quarter ended 30 June 2016 "

HIL : waiting 1.00 AGAIN... Can it achieve this time round?

Very interesting volume build up, but as it "cheat" me many time, I need be more cautious for taking profit. Not easy, so I can or I will release 0.7x batch first, then keep the 0.8x and 0.9x batch.

Stock pick

RHB♦Investment Bank Bhd Dear trader,
Potential stock to buy today:
22/8/2016

1) I-Bhd(4251)
Price : 0.58
Target price: 0.625, 0.67
Cut loss: 0.515
Sector: Properties

2) TSH Resources(9059)
Price : 1.99
Target price: 2.18
Cut loss:1.80
Sector: Plantation

3) Masteel(5098)
Price : 0.75
Target price: 0.86
Cut loss: 0.675
Sector: Industrial product

4) AHealth(7090)
Price : 4.26
Target price: 4.88
Cut loss: 3.70
Sector: Consumer product

Ann Joo Resources

Ann Joo Resources Bhd achieved a net profit of RM92.4 million for 2Q, compare with same period last year, it improve 952% & declared a special dividend of 6 sen per share.

With the enhancement of the technology, hybrid Blast Furnace - Electric Arc Furnace (BF-EAF) technology, improve its cost structure.

Steel demand is expected, driven by infrastructure projects including MRT2, LRT Line 2, and TRX (Tun Razak Exchange)

HIL : pls add oil 加油

(Share) Tambun indah still fundamental solid

Tambun Indah Land (TILB MK, BUY, TP:MYR1.66)
Still Fundamentally Solid
Results Review
Tambun Indah Land’s (Tambun) solid balance sheet, steady cash flow, 6-7% dividend yield and low land cost underpins our BUY rating and MYR1.66 TP (13% upside). Although 2Q new sales turned weaker, full year numbers should meet our expectation of around MYR300-320m. Two more projects are slated for launch in 4Q16, but this will be subject to market conditions.

(Share) Stock pick

Dear trader,
Potential stock to buy today:
11/08/2016

1) JHM (0127)
Price            : RM1.35
Target price: RM1.60
Cut loss       : RM1.15
* SYARIAH COUNTER*

2) MMSV (0113)
Price            : RM0.680
Target price: RM0.750/ RM0.775
Cut loss       : RM0.610
* SYARIAH COUNTER*

3) GADANG (9261)
Price            : RM2.66
Target price: RM2.90/ RM3.10
Cut loss       : RM2.41
* SYARIAH COUNTER*

4) DUFU (7233)
Price            : RM0.645
Target price: RM0.700/ RM0.750
Cut loss       : RM0.590
* SYARIAH COUNTER*

5) JAKS (4723)
Price            : RM1.00
Target price: RM1.16
Cut loss       : RM0.900

6) KSL (5038)
Price            : RM1.19
Target price: RM1.39
Cut loss       : RM1.08
* SYARIAH COUNTER*

Source : RHB RESEARCH INSTITUTE

Disclaimers: This trading ideas are issued and distributed in Malaysia by RHBIB only . The views and opinions in this ideas are our own as of the date hereof and is subject to change.

(Share) Stock pick

Dear trader,
Potential stock to buy today:
10/8/2016

1) POS (4634)
Price : 3.19
Target price: 3.60
Cut loss: 2.90
Sector: Trading Services
**syariah counter

2) KAREX (5247)
Price : 2.53
Target price: 2.79
Cut loss:2.49,2.29
Sector: Consumer
***No Shariah

3) EMETALL (7217)
Price : 0.835
Target price: 1.00
Cut loss: 0.76
Sector: Industrial Product
***Shariah

4) KERJAYA (7161)
Price : 2.39
Target price: 2.80
Cut loss: 2.35,2.23
Sector: Construction
* **Shariah

5) TAANN (5012)
Price : 3.52
Target price: 3.75
Cut loss: 3.25
Sector: Industrial
***Shariah

6) VS (6963)
Price : 1.38
Target Price : 1.54
Cut Loss : 1.30
Sector : Industrial
***Shariah
Source : RHB RESEARCH INSTITUTE

Disclaimers: This trading ideas are issued and distributed in Malaysia by RHBIB only . The views and opinions in this ideas are our own as of the date here of and is subject to change.

(Share) Stock Pick

House of Technical Idea (10/08/2016)

FBMKLCI 1672.68 (+8.64 +0.52%)
Support: 1650
Resistance:  1670, 1680, 1700

Market Overview:
Short term market is looks bullish with inmediate resistant at 1700. Breaking this level will open the possibility to 1730.

1) Stock Name: GADANG
Entry:  ABOVE RM2.590
Target: RM2.700/3.000
Stop:  BELOW RM2.530

2) Stock Name: DUFU
Entry:  ABOVE RM0.635
Target: RM0.700/0.800
Stop:  BELOW RM0.610

MATA Technical Division

KESM : My best performance stok

This is right decision to hold value stock when it dip. The price rebound strongly after touch the bottom. Now is on the way to create more new high

(Share) Stock pick

Dear trader,
Potential stock to buy today:
8/8/2016

1) KUB
Price : Above 0.41
Target price: 0.48
Cut loss: 0.38
Sector: Trading & services
***shariah

2) AJIYA
Price entry   : above 1.03
Target price: 1.10,1.20
Cut loss: 0.925
Sector: Industrial products
***Shariah

3) GBGAQRS
Price entry: Above 1.10
Target price: 1.20,1.30
Cut loss: 1.03
Sector: Construction
***Shariah

4) IKHMAS
Price entry: above 0.72
Target price: 0.80,0.835
Cut loss: 0.68
Sector: construction
*** Shariah

5) TIENWAH
Price entry: above 1.70
Target price: 1.91
Cut loss: 1.50
Sector: Industrial products
*** No Shariah

6) DESTINI
Price entry: above 0.635
Target price: 0.74
Cut loss: 0.59
Sector: Trading & services
***  Shariah

Source : RHB RESEARCH INSTITUTE

Disclaimers: This trading ideas are issued and distributed in Malaysia by RHBIB only . The views and opinions in this ideas are our own as of the date here of and is subject to change.

HIL : Big Boss calling, Big boss calling

Descendants of the stock (Dots)

Big boss is willing to buy a bit higher price

HIL: Small step of improvement

Big buyer still slow and steady collection...

(Share) Stock pick

今晚股票出炉，近期的分享依然可以参考☺
公司名称：AZRB
公司编号：7078
入场价：0.64
出场价：0.70 (9.37%)
止损价：0.62 (3.12%)
风险回酬比率：1:3

公司名称：KPSCB
公司编号：9121
入场价：0.53
出场价：0.59 (11.32%)
止损价：0.51 (3.77%)
风险回酬比率：1:3

公司名称：MBSB
公司编号：1171
入场价：0.75
出场价：0.94 (21.46%)
止损价：0.72 (2.83%)
风险回酬比率：1:6.33

公司名称：KPS
公司编号：5843
入场价：1.04
出场价：1.18 (13.46%)
止损价：1.00 (3.85%)
风险回酬比率：1:3.5

D&O: 0.40 break and stay above

If able to break 0.40 and stay above will be considered a new uptrend line.

HIL: a beauty hibernation stock

You can see the big buyer is patiencely waiting, they didn't rushing to eat... they are patience genuine buyer for long term. They see the undervalued for HIL, but they know they need a slow motion to collect cheap.

D&O

I am waiting Dorminant Opto to reach   0.40...

(Share) Stock pick

Dear trader,
Potential stock to buy today:
1/8/2016

1) MASTEEL (5098)
Price : 0.565
Target price: 0.61,0.665
Cut loss: 0.495
Sector: Industrial product
***shariah

2) CHINWEL (5007)
Price  : 1.48
Target price: 1.64
Cut loss: 1.36
Sector: Industrial product
***Shariah

3) PERSTIM (5436)
Price entry: 6.39
Target price: 7.00,7.40
Cut loss: 5.75
Sector:  Industrial product
***Shariah

Source : RHB RESEARCH INSTITUTE

Disclaimers: This trading ideas are issued and distributed in Malaysia by RHBIB only . The views and opinions in this ideas are our own as of the date here of and is subject to change.