zee yong's comment on PBBANK. All Comments

zee yong
16 Like · Reply
今天趁得空想聊聊大众银行,相信大家都知道大众银行在星期五股价大跌的消息。

我有去深入了解了一下,主要原因是因为郑氏家族星期四时表态会减持股权至10%,以遵守金融与服务法令(个人持有金融股不能超过10%)。股民们瞬间就想到有大约 13.4% 的股票会被抛向市场,恐惧加上情绪化,在短短十多个小时内(包括睡觉时间)根本无法理性思考和研究,第二天开市就着急卖了,一看到跌那么多,一些本来观望的人也着急一起跟着卖了,从而造成大众银行股价在星期五那天大跌 5.7%,这个跌幅比八月头的小型股灾跌多了一倍(八月头小型股灾那天才跌了 3.5%)。

可是大多数人都忽略了其实这项减持计划是用五年的时间分阶段进行,不是说突然间就把那 13.4% 的股票丢去市场。再加上除了在公开市场卖,郑家还会私底下卖给符合资格的大股东,公司高管和公司员工,甚至可以私底下卖给 kwsp/ asnb / khazanah 或多位隐形富豪,甚至可以以股代息,每年用股票来替代成部分股息分给各位股东(没有多印股票,所以这样做每股净利也没有被稀薄)。真正卖到市场上的票可能不到一半,算下来每个月也只会卖 1500-2000 万股,根据大众银行过去五年每月平均交易量 3 亿 1000 万股,这每月 1500-2000 万股的抛售额根本就不值一提,不会对市场构成压力。

经过了这两天的冷静期,相信大部分股民都会慢慢恢复理智,逐渐看到这场危机中的机会,毕竟比起已经起了那么多的 maybank / cimb / hong leong bank / rhb bank / ambank,大众银行目前的股价可以说是已经严重低估了,星期一大众银行的股票应该会来个大反弹了。

欢迎大家理性讨论。
Show more
Rys Lih
a lot ppl complaints their app jialat
Like · 2 months · translate
zee yong
Aiyo. Also got alot people complain maybank and cimb bank app crash, system down etc. Chill bro.. Every company sure got people complain one, no perfect company in this world, take it easy..
Like · 2 months · translate
Siew Chin Yong
最好是可以反弹。星期五那天被大量抛售,看了都心痛。
Like · 2 months · translate
Rys Lih
Monday reborn sikit.. cannot too jialat
Like · 2 months · translate
Keith Lim
你买了很多是吗 zee yong 哪里都看到你
2 Like · 2 months · translate
TTH
goGOGOGO…。。。。。。。
Like · 2 months · translate
戴吉祥
写到那么长。。。。。你只有也跌也买在跌在买。。。。买买买。。。。。Tp3.0。。。OTW
Like · 2 months · translate
TTH
@戴 哈哈 ,3快钱你慢慢等....
要到4块钱都辛苦啊!!
Like · 2 months · translate
Rys Lih
2.6b shares bkn sikit
Like · 2 months · translate
Kevin Tam
Not really a good deal for retail investors who want to invest in banking stock due to uncertainty in direction of PBB in next 3 years, lack of innovation in management in past 5-8 years, app wise much weaker than Maybank n even HL Bank, Cimb is better in online banking ... At 4.20-4.45, actually is overvalued as usual.... Below 3.90 or 3.80 maybe ok...
Show more
1 Like · 2 months · translate
Rys Lih
below 3 better.. because it's right issue 1 to 4
Like · 2 months · translate
c ng
市场最怕不确定性uncertainty, 这5年计划是什么鸟计划?制造恐慌,垃圾股
1 Like · 2 months · translate
Rys Lih
this 5year potong Gugu bird kaw2
Like · 2 months · translate
tbgreen
Any chance PBB will share-buy-back?
on what circumstances that PBB or an company will share-buy-back?
I feel like PBB stock is too diluted.
also love the suggestion of "以股代息,每年用股票来替代部分股息分给股东" 。
Like · 2 months · translate
MrGoat
Share buy back (treasury share) when the share price of co is considered at low price. do you think the current price is cheaper now compare to other bank and benchmark with PE etc.
Like · 2 months · translate
Rys Lih
reborn Liao
Like · 2 months · translate
tbgreen
thanks MrGoat for reply.
I am in the opinion that current PBB share price is definitely under value considering the current market environment and other piers strong performance.
Like · 2 months · translate
TTH
Take this opportunity you entering..
4.41... Stock finance is good for long term & every year have get dividends
Like · 2 months · translate
bppoh75 poh
真心希望能以股代息来回馈小股东
Like · 2 months · translate
tbgreen
真心希望能以股代息来回馈小股东 +1
1 Like · 2 months · translate
TTH
真心希望能以股代息来回馈小股东 +1111
1 Like · 2 months · translate
digital teo
希望pbb以股代息,我比较有兴趣public financial holding ltd的股票
1 Like · 2 months · translate
Chai Tze Vuen
请问收购了伦平, 会多给多少股息一年?
Like · 2 months · translate
TTH
@chai 4.40价位股息率4.31%
长期来说大众银行前一年净赚大约70亿... 以往都有四巴仙以上。
2 Like · 2 months · translate
TTH
@金融 大众银行在还没拆分1变5的时候股息也大概4点多巴仙,稳稳的
1 Like · 2 months · translate
tbgreen
Pls read:
https://www.klsescreener.com/v2/news/view/1406453/analysts-deem-public-bank-s-acquisition-of-44-15-stake-in-lpi-capital-fair-and-reasonable

"We estimate a marginal 1.4% enhancement of Public Bank’s earnings for the financial year ending Dec 31, 2025, and a slight increase in the return on equity ratio to 12.9% from 12.7%," the house said."
Show more
Like · 2 months · translate
Kevin Tam
大众银行net profit去年还没有到67亿。。股息率有4.3%吗?
Like · 2 months · translate
Rys Lih
bank easy $ but ..if too much Karim then jialat
Like · 2 months · translate
TTH
@kevin T , 大众银行每六个月股息大概马币100,不管你买入什么价格每1000股计算。如果价格买入越低相等于你的股息年利率越高。。
Like · 2 months · translate
Kevin Tam
不需要教我如何算股息和dividend yield。。谢了
1 Like · 2 months · translate
Kingli Soh
Public financial holdings limited 市值1.9HKD , PBB hold 73.23% ,要怎样以股代息 ?
Like · 2 months · translate
digital teo
Public financial holding 2.13了 。。
Like · 3 weeks · translate
Kingli Soh
Ah lek sleep everyday , now public financial holdings limited drop 1.84 already
Like · 2 weeks · translate
digital teo
钱多到花不完,还有时间睡觉
Like · 2 weeks · translate
Kingli Soh
又再花钱了,3年1488万 。。
Like · 6 days · translate
Ngian Kong wa
你是妒忌人家有钱花?
Like · 6 days · translate
King Ianflamming56ou
Soh chai king.... kekeke
Like · 5 days · translate
Kingli Soh
正常呀,他没送钱给我花 。 。
Like · 5 days · translate
Ngian Kong wa
你可以带ah lek 去泰国走走
Like · 5 days · translate
King Ianflamming56ou
ah leks 也不会送钱给 soh Chai 冲花凉... kekeke
1 Like · 5 days · translate
Kingli Soh
你们这群人,工不去做,每天在这唱衰大众
1 Like · 5 days · translate
bppoh75 poh
哟哟!唱衰才有便宜票买,不要的快点啊
Like · 5 days · translate
King Ianflamming56ou
buying 100 lots....keep buying... kekeke
1 Like · 4 days · translate
Kevin Tam
大众银行没有被低估。。平平无奇的6−7年业绩,估值一直来都比较贵。。近来Maybank也开始被抛售,所以大众应该也涨不到多高。
1 Like · 3 days · translate
Kingli Soh
有钱就去花,别在这讲有的没的
2 Like · 2 days · translate
King Ianflamming56ou
keep buying....100 lots again.... kekeke
1 Like · Yesterday · translate
bppoh75 poh
definitely a good deal
Like · 15 hours · translate